AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-06 13F AE Wealth Management LLC 0 −100,00 0
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0 −100,00
2025-07-28 13F Founders Grove Wealth Partners, Llc 24 790 −0,29 2 803 2,67
2025-08-07 13F 1620 Investment Advisors, Inc. 430 −9,47 49 −7,69
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-07 13F Montag A & Associates Inc 4 677 −5,23 529 −2,40
2025-07-16 13F Perigon Wealth Management, LLC 5 880 −1,06 665 1,84
2025-07-28 13F Perfromance Wealth Partners, LLC 3 842 −1,54 434 1,40
2025-07-08 13F Lowe Wealth Advisors, LLC 591 −7,80 67 −5,71
2025-08-14 13F Aspen Grove Capital, LLC 3 000 −63,64 339 −62,54
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7 300 −59,51 825 −58,31
2025-07-25 13F Apollon Wealth Management, LLC 14 562 −2,71 1 646 0,18
2025-05-15 13F JDM Financial Group LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 11 773 −47,83 1 331 −46,27
2025-05-15 13F Bank Of America Corp /de/ 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 31 708 −16,34 4 −25,00
2025-08-14 13F Citadel Advisors Llc 7 620 −27,41 862 −25,26
2025-08-06 13F Prospera Financial Services Inc 11 598 −13,30 1 311 −10,69
2025-07-18 13F Institute for Wealth Management, LLC. 7 869 −10,13 890 −7,49
2025-07-15 13F Well Done, LLC 13 394 −5,00 1 514 0,87
2025-07-29 13F Kelman-Lazarov, Inc. 6 432 −0,80 727 2,25
2025-08-05 13F Bank Of Montreal /can/ 672 −1,47 76 1,35
2025-07-16 13F Augustine Asset Management Inc 1 987 −3,96 225 −1,32
2025-08-14 13F Mercer Global Advisors Inc /adv 6 779 −63,18 766 −62,10
2025-08-14 13F Mariner, LLC 3 739 −20,35 423 −18,06
2025-09-04 13F/A Advisor Group Holdings, Inc. 5 344 −29,55 604 −27,49
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 73 588 −22,41 8 320 −20,10
2025-08-14 13F Warren Averett Asset Management, LLC 4 225 −1,90 478 1,06
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-08 13F/A Sequoia Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 20 282 −6,66 2 293 −3,86
2025-07-08 13F Webster Bank, N. A. 3 030 −13,43 343 −10,94
2025-08-13 13F Cerity Partners LLC 7 742 −1,31 875 1,63
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4 712 −7,02 1
2025-07-23 13F Element Wealth, LLC 2 030 −1,07 230 1,78
2025-08-14 13F Royal Bank Of Canada 28 132 −21,47 3 181 −19,12
2025-07-29 13F Salomon & Ludwin, LLC 26 116 −0,54 2 967 2,88
2025-08-05 13F Key FInancial Inc 1 837 −10,04 208 −7,59
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 13 198 −0,45 1 492 2,54
2025-08-12 13F Tradition Wealth Management, LLC 2 875 −10,04 325 −7,14
2025-08-15 13F Tower Research Capital LLC (TRC) 3 462 −56,50 391 −55,21
2025-04-03 13F First Hawaiian Bank 0 −100,00 0
2025-07-24 13F Mengis Capital Management, Inc. 1 820 −7,61 206 −5,09
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-05-12 13F Citigroup Inc 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
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