DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund

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 Us Bancorp \de\ 0 −100,00 0 −100,00
2025-04-23 13F Western Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-25 13F Concurrent Investment Advisors, LLC 4 839 −36,75 225 −36,62
2025-08-14 13F Camden Capital, LLC 45 658 −31,92 2 125 −31,85
2025-07-23 13F REAP Financial Group, LLC 3 945 −5,71 184 −5,67
2025-07-15 13F Armis Advisers, LLC 11 456 −18,47 533 −18,38
2025-08-08 13F Rockefeller Capital Management L.P. 0 −100,00 0
2025-07-22 13F Team Financial Group, LLC 13 542 −24,09 630 −24,00
2025-08-14 13F Sunbelt Securities, Inc. 6 275 −4,92 321 4,90
2025-07-15 13F Main Street Group, LTD 85 −22,73 4 −40,00
2025-08-04 13F Linscomb & Williams, Inc. 125 384 −2,33 5 837 −2,23
2025-05-16 13F/A Goldman Sachs Group Inc 0 −100,00 0 −100,00
2025-07-01 13F Harbor Investment Advisory, Llc 13 933 −1,34 649 −1,22
2025-08-14 13F UBS Group AG 90 738 −72,39 4 224 −72,36
2025-07-22 13F MAS Advisors LLC 20 804 −58,81 968 −58,77
2025-08-12 13F Founders Financial Alliance, LLC 97 684 −4,53 4 547 −4,41
2025-08-08 13F Cetera Investment Advisers 15 636 −7,34 728 −7,27
2025-08-13 13F Lido Advisors, LLC 262 431 −2,23 12 216 −2,12
2025-08-15 13F Brooks, Moore & Associates, Inc. 15 171 −29,14 721 −27,64
2025-05-14 13F Avestar Capital, LLC 0 −100,00 0
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-14 13F Objective Capital Management, LLC 0 −100,00 0
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-07-07 13F Roxbury Financial LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 1 026 −74,01 48 −74,32
2025-08-07 13F/A Joseph Group Capital Management 7 819 −74,32 364 −74,36
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 12 115 −10,85 564 −10,78
2025-07-22 13F Beacon Financial Advisory LLC 5 336 −16,18 248 −16,22
2025-05-06 13F Avantax Advisory Services, Inc. 0 −100,00 0
2025-08-14 13F Avant Capital LLC 5 084 −7,41 237 −7,45
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 20 145 −0,73 1
2025-05-08 13F Parkside Financial Bank & Trust 0 −100,00 0
2025-05-15 13F Integrated Wealth Concepts LLC 0 −100,00 0
2025-08-14 13F Aqr Capital Management Llc 6 359 −15,75 296 −15,43
2025-08-15 13F Morgan Stanley 426 834 −7,96 19 869 −7,86
2025-09-04 13F/A Advisor Group Holdings, Inc. 18 699 −2,50 870 −2,36
2025-04-23 13F Continuum Advisory, LLC 0 −100,00 0 −100,00
2025-04-10 13F Hennion & Walsh Asset Management, Inc. 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 13 136 −28,99 611 −28,95
2025-07-25 13F NorthRock Partners, LLC 0 −100,00 0
2025-07-31 13F Oppenheimer & Co Inc 11 782 −0,89 548 −0,72
2025-05-05 13F Treasure Coast Financial Planning 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 41 200 −39,85 1 918 −39,81
2025-08-04 13F Creative Financial Designs Inc /adv 1 957 −7,60 91 −7,14
2025-08-18 13F Tyler-Stone Wealth Management 46 520 −0,03 2 166 0,09
2025-08-11 13F Advisor Resource Council 18 025 −4,18 839 2 167,57
2025-05-12 13F Quantinno Capital Management LP 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 0 −100,00 0
2025-04-10 13F Smith Anglin Financial, LLC 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-21 13F Precedent Wealth Partners, Llc 18 897 −2,72 880 −2,66
2025-08-12 13F Virtu Financial LLC 0 −100,00 0
2025-07-15 13F Signet Financial Management, Llc 9 713 −27,11 452 −26,98
2025-04-14 13F Patriot Financial Group Insurance Agency, LLC 0 −100,00 0 −100,00
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-08-14 13F Fmr Llc 2 125 −11,97 99 −12,50
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
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