DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
US ˙ ARCA ˙ US25009XJS53

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
(%)
2025-07-24 13F Costello Asset Management, INC 103 −11,21 3 0,00
2025-07-29 13F Chicago Partners Investment Group LLC 14 331 −6,63 477 2,58
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 47 828 −1,16 1 519 −1,75
2025-07-15 13F Axis Wealth Partners, LLC 6 344 −5,03 201 −5,63
2025-08-13 13F IAG Wealth Partners, LLC 40 314 −5,47 1 280 −6,02
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-13 13F Collar Capital Management, LLC 15 993 −5,83 508 −6,46
2025-08-01 13F Petra Financial Advisors Inc 26 229 −0,40 833 −0,95
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 152 742 −0,32 5 066 3,45
2025-08-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-08-11 13F Aspen Investment Management Inc 58 570 −0,50 2 0,00
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-22 13F Hickory Asset Management, Inc. 6 750 −0,38 214 −0,93
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 120 583 −10,68 3 830 −11,24
2025-08-14 13F UBS Group AG 1 732 436 −0,02 55 022 −0,65
2025-08-08 13F Creative Planning 1 439 254 −0,43 45 711 −1,05
2025-08-14 13F Mariner, LLC 26 933 −28,78 855 −29,22
2025-04-09 13F Milestone Asset Management, Llc 0 −100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-08-01 13F Capital Investment Counsel, LLC 6 750 −28,04 214 −28,43
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 78 205 −1,76 2 484 −2,40
2025-07-16 13F Dakota Wealth Management 9 970 −9,40 317 −9,97
2025-05-20 13F Blue Rock Wealth Management LLC 48 593 −3,31 1 553 −10,02
2025-08-07 13F Midland Wealth Advisors Llc 7 247 −39,51 230 −39,79
2025-07-08 13F Nbc Securities, Inc. 9 843 −2,71 0
2025-08-05 13F Sigma Planning Corp 16 255 −2,78 516 −3,37
2025-08-12 13F MAI Capital Management 10 140 −3,11 322 −3,59
2025-08-14 13F Hancock Whitney Corp 12 207 −1,41 388 −2,03
2025-07-18 13F Marino, Stram & Associates Llc 14 901 −25,72 473 −26,21
2025-07-18 13F Truist Financial Corp 144 488 −51,48 4 589 −51,79
2025-08-27 13F/A Brinker Capital Investments, LLC 31 619 −10,89 1 004 −11,46
2025-08-04 13F Bristlecone Advisors, LLC 19 128 −18,18 608 −18,74
2025-08-19 13F Wealth Group, Ltd. 0 −100,00 0
2025-08-08 13F Croban 118 690 −0,13 3 768 −0,74
2025-08-13 13F Trustmark National Bank Trust Department 9 536 −1,65 303 −2,27
2025-08-11 13F Heritage Wealth Advisors 1 769 −49,01 56 −49,09
2025-08-11 13F United Capital Financial Advisers, Llc 12 672 −10,27 402 −10,86
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-08-01 13F Chilton Capital Management Llc 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-07 13F Cascade Financial Partners, LLC 168 108 −2,03 5 339 −2,63
2025-08-01 13F First National Trust Co 9 405 −12,40 299 −13,12
2025-08-04 13F HBK Sorce Advisory LLC 29 871 −10,10 949 −10,65
2025-07-16 13F Signaturefd, Llc 200 −85,30 6 −86,05
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-07-22 13F Plimoth Trust Co Llc 8 900 −4,62 283 −5,37
2025-07-24 13F Us Bancorp \de\ 2 574 −49,45 82 −50,00
2025-08-04 13F Integrity Alliance, Llc. 17 003 −50,00 540 −50,28
2025-08-04 13F Assetmark, Inc 218 860 −2,04 6 951 −2,66
2025-07-15 13F Mather Group, Llc. 22 387 −7,25 711 −7,78
2025-08-12 13F Clearwater Capital Advisors, LLC 23 144 −0,15 735 −0,68
2025-05-08 13F BRYN MAWR TRUST Co 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 8 421 −2,16 267 −2,91
2025-08-04 13F Creative Financial Designs Inc /adv 145 −27,14 5 −33,33
2025-07-31 13F Buckingham Strategic Partners 21 859 −1,58 694 −2,12
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-17 13F Independence Bank of Kentucky 37 280 −1,57 1 184 −2,15
2025-07-25 13F NorthRock Partners, LLC 2 105 −40,70 67 −41,59
2025-08-13 13F Navis Wealth Advisors, LLC 7 175 −47,96 228 −48,41
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 47 826 −2,20 2 0,00
2025-07-30 13F Insight Advisors, LLC/ PA 16 387 −3,80 520 −4,41
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-07-14 13F Southland Equity Partners LLC 7 684 −7,44 244 −7,92
2025-07-16 13F New Insight Wealth Advisors 11 644 −25,84 370 −26,35
2025-05-12 13F Wambolt & Associates, LLC 0 −100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0
2025-08-04 13F Waterfront Wealth Inc. 34 688 −0,16 1 102 −0,81
2025-07-29 13F Huntleigh Advisors, Inc. 7 796 −12,37 248 −13,03
2025-08-11 13F Private Advisor Group, LLC 29 467 −0,59 936 −1,27
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 10 239 −2,38 325 −2,99
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0 −100,00
2025-07-09 13F Inspirion Wealth Advisors, Llc 41 250 −5,74 1 310 −6,29
2025-08-06 13F Round Rock Advisors, LLC 14 836 −14,62 471 −15,14
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Glen Eagle Advisors, LLC 61 757 −12,00 1 961 −12,53
2025-04-24 13F/A Golden State Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Fiduciary Group LLC 0 −100,00 0
2025-07-29 13F Uhlmann Price Securities, Llc 10 190 −31,31 324 −31,86
2025-08-13 13F M&t Bank Corp 1 071 307 −0,93 34 025 −1,55
2025-08-08 13F Hartland & Co., LLC 21 005 −6,30 667 −6,84
2025-07-09 13F Bank of New Hampshire 1 540 −45,77 49 −46,67
2025-08-14 13F Royal Bank Of Canada 822 035 −14,24 26 108 −14,78
2025-05-15 13F/A Orion Portfolio Solutions, LLC 35 483 −13,90 1 134 −19,86
2025-07-21 13F TFG Advisers LLC 44 931 −2,72 1 427 −3,32
2025-08-12 13F Integrated Advisors Network LLC 14 250 −1,81 453 −2,38
2025-08-14 13F Synovus Financial Corp 0 −100,00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 64 501 −5,33 2 049 −5,93
2025-07-30 13F Capstone Triton Financial Group, LLC 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 194 328 −4,92 6 172 −5,51
2025-08-06 13F Columbia River Financial Group, LLC 20 062 −12,29 1
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-31 13F 180 Wealth Advisors, Llc 57 614 −0,92 1 830 −1,56
2025-07-21 13F F&V Capital Management, LLC 35 190 −29,39 1 0,00
2025-07-21 13F Ascent Group, LLC 58 966 −3,97 1 873 −4,59
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-14 13F Fmr Llc 11 718 −23,13 372 −23,61
2025-08-13 13F Colonial Trust Co / SC 3 242 −24,94 103 −24,82
2025-08-01 13F Envestnet Asset Management Inc 551 706 −12,28 17 520 −12,84
2025-08-14 13F Ameriprise Financial Inc 577 142 −7,93 18 363 −8,35
2025-07-09 13F Mirador Capital Partners LP 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 141 647 −2,28 4 499 −2,89
2025-07-09 13F Beacon Financial Group 75 013 −6,95 2 382 −7,53
2025-08-14 13F/A Rockefeller Capital Management L.P. 132 808 −6,20 4 218 −6,79
2025-07-21 13F Cape Ann Savings Bank 0 −100,00 0
2025-05-14 13F Monterey Private Wealth, Inc. 0 −100,00 0
2025-08-14 13F Connecticut Wealth Management, LLC 27 545 −1,35 875 −2,02
2025-07-21 13F Abundance Wealth Counselors 14 560 −0,16 0
2025-07-30 13F Principle Wealth Partners Llc 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 49 458 −2,50 1 571 −3,15
2025-08-06 13F Commonwealth Equity Services, Llc 335 967 −2,98 11 −9,09
2025-04-04 13F Legacy Private Trust Co. 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 152 415 −10,09 4 841 −10,65
2025-08-05 13F GHP Investment Advisors, Inc. 100 −76,74 3 −76,92
2025-08-13 13F Ally Invest Advisors Inc. 7 106 −5,05 226 −5,86
2025-08-12 13F Bokf, Na 27 735 −2,65 881 −3,30
2025-07-30 13F Pacific Sun Financial Corp 9 510 −3,26 302 −3,82
2025-08-08 13F Capital Investment Advisory Services, LLC 2 168 −2,12 69 −2,86
2025-08-08 13F Emerald Investment Partners, Llc 28 063 −3,89 891 −4,50
2025-07-24 13F IFP Advisors, Inc 25 330 −87,22 804 −87,31
2025-08-14 13F Stifel Financial Corp 142 762 −38,86 4 534 −39,25
2025-04-14 13F Wedmont Private Capital 0 −100,00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 11 617 −6,19 369 −6,84
2025-07-30 13F Exencial Wealth Advisors, Llc 11 005 −2,75 350 −3,32
2025-08-06 13F Modera Wealth Management, LLC 55 207 −0,32 1 753 −0,96
2025-08-14 13F Mercer Global Advisors Inc /adv 590 173 −0,60 18 751 −1,06
2025-07-11 13F SILVER OAK SECURITIES, Inc 10 670 −1,66 339 −2,31
2025-05-06 13F Accredited Investors Inc. 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 589 206 −7,65 18 713 −8,22
2025-08-05 13F Bank Of Montreal /can/ 10 979 −10,18 349 −10,77
2025-08-14 13F IHT Wealth Management, LLC 21 913 −33,90 696 −34,37
2025-08-12 13F Accredited Wealth Management, LLC 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 5 559 −10,41 177 −11,11
2025-08-11 13F Tidemark, LLC 793 −16,88 25 −16,67
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 20 −85,19 1 −100,00
2025-08-13 13F Invesco Ltd. 8 112 −6,80 258 −7,55
2025-08-13 13F Cerity Partners LLC 64 072 −8,14 2 035 −8,75
2025-08-14 13F Two Sigma Investments, Lp 33 500 −67,41 1 064 −67,64
2025-07-17 13F Prepared Retirement Institute LLC 15 496 −33,71 492 −34,14
2025-08-04 13F Pinnacle Associates Ltd 13 839 −1,77 440 −2,44
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2025-07-16 13F Diversified Enterprises, LLC 12 457 −5,63 396 −6,18
2025-08-14 13F Warren Averett Asset Management, LLC 96 673 −5,17 3 070 −5,77
2025-08-14 13F Blue Capital, Inc. 0 −100,00 0
2025-07-08 13F Apella Capital, LLC 25 742 −7,34 841 1,08
2025-08-11 13F Invenio Wealth Partners Llc 12 277 −49,45 390 −49,87
2025-08-13 13F Northwestern Mutual Wealth Management Co 58 506 −2,25 1 858 −2,82
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 18 639 −42,62 592 −43,06
2025-07-29 13F Private Trust Co Na 1 296 −39,97 41 −40,58
2025-07-28 13F Harbour Investments, Inc. 5 558 −4,12 177 −4,86
2025-08-05 13F Key FInancial Inc 167 354 −5,86 5 315 −6,44
2025-08-13 13F Natixis Advisors, L.p. 17 501 −2,54 1
2025-07-16 13F Old North State Wealth Management, LLC 41 811 −0,19 1 328 −0,75
2025-07-31 13F Sharper & Granite LLC 22 760 −1,39 751 1,90
2025-08-14 13F Raymond James Financial Inc 940 510 −2,65 29 871 −3,26
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 1 243 −98,20 0 −100,00
2025-08-14 13F Comerica Bank 24 898 −2,76 791 −3,42
2025-05-02 13F Napatree Capital Llc 6 692 −2,76 214 −9,75
2025-08-08 13F Crossmark Global Holdings, Inc. 7 951 −23,30 253 −23,87
2025-08-08 13F Larson Financial Group LLC 652 −27,15 21 −28,57
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-08-12 13F Del-Sette Capital Management, LLC 164 390 −0,34 5 221 −0,95
2025-08-14 13F Dagco, Inc. 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 57 916 −1,32 1 911 1,92
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 100 168 −6,96 3 181 −7,53
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