DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
US ˙ ARCA ˙ US97717W2816

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
(%)
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 53 482 −3,93 3 009 11,86
2025-07-15 13F Armis Advisers, LLC 4 014 −86,60 222 −85,03
2025-08-04 13F Creative Financial Designs Inc /adv 1 521 −11,93 84 1,20
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 171 −20,09 9 −10,00
2025-08-14 13F Smartleaf Asset Management LLC 37 −82,55 2 −80,00
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-14 13F Betterment LLC 12 591 −5,74 1
2025-07-31 13F Moser Wealth Advisors, LLC 14 476 −36,95 800 −27,95
2025-08-14 13F Vista Investment Management 34 724 −7,98 1 918 5,27
2025-07-23 13F Columbus Macro, LLC 11 934 −13,61 659 −1,20
2025-08-13 13F Smith, Moore & Co. 88 313 −1,77 4 878 12,32
2025-08-14 13F GWM Advisors LLC 0 −100,00 0
2025-04-28 13F Great Point Wealth Advisors, LLC 75 918 −1,94 3 668 −3,17
2025-07-25 13F Sovereign Financial Group, Inc. 9 615 −2,52 531 11,55
2025-07-28 13F Fairman Group, LLC 4 921 −5,57 272 6,69
2025-07-25 13F We Are One Seven, LLC 4 335 −2,80 239 11,16
2025-08-08 13F ProVise Management Group, LLC 11 447 −19,19 632 −7,60
2025-08-13 13F Colonial Trust Co / SC 780 −0,76 43 10,53
2025-07-08 13F Nbc Securities, Inc. 5 075 −5,44 0
2025-08-04 13F Econ Financial Services Corp 0 −100,00 0
2025-07-24 13F Eastern Bank 29 056 −14,74 1 605 −2,49
2025-08-08 13F Thoroughbred Financial Services, Llc 6 230 −25,81 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-04-11 13F Chemistry Wealth Management LLC 0 −100,00 0 −100,00
2025-04-09 13F St Germain D J Co Inc 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-13 13F Trustmark National Bank Trust Department 13 282 −20,02 734 −8,60
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-08 13F Creative Planning 5 425 374 −22,91 299 698 −11,85
2025-05-13 13F Invenio Wealth Partners Llc 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 1 879 −55,32 104 −49,26
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 7 682 −0,21 424 14,29
2025-08-14 13F Financial Advisory Service, Inc. 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 40 747 −5,24 2 251 8,33
2025-08-14 13F Mariner, LLC 5 895 −19,46 326 −7,93
2025-08-06 13F Commonwealth Equity Services, Llc 11 165 −19,62 1
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-07-25 13F NorthRock Partners, LLC 1 410 −2,42 78 11,59
2025-08-06 13F Csenge Advisory Group 155 239 −0,34 8 212 11,11
2025-08-04 13F Assetmark, Inc 22 −75,00 1 −75,00
2025-08-05 13F American Capital Advisory, LLC 14 900 −1,79 823 12,43
2025-07-08 13F Zrc Wealth Management, Llc 335 −18,29 19 −5,26
2025-07-22 13F DAVENPORT & Co LLC 9 955 −0,99 550 13,20
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 6 127 −9,51 338 3,36
2025-04-16 13F Defined Financial Planning LLC 0 −100,00 0
2025-07-17 13F Neumann Capital Management, LLC 162 504 −2,16 8 977 11,88
2025-08-14 13F Old Mission Capital Llc 65 140 −83,52 3 598 −81,16
2025-08-12 13F Global Retirement Partners, LLC 39 763 −1,31 2 197 11,42
2025-08-14 13F Summit Trail Advisors, Llc 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 1 030 −30,55 57 −21,13
2025-08-13 13F SageView Advisory Group, LLC 5 327 −0,49 296 14,34
2025-08-14 13F UBS Group AG 126 543 −31,64 6 990 −21,83
2025-07-17 13F Covenant Asset Management, LLC 15 062 −2,43 832 11,68
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 10 565 −3,16 584 10,63
2025-05-12 13F Covestor Ltd 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 11 −42,11 1
2025-08-05 13F Prosperity Consulting Group, LLC 129 306 −6,96 7 143 6,39
2025-05-02 13F Victory Capital Management Inc 0 −100,00 0
2025-07-14 13F Occidental Asset Management, LLC 42 031 −1,59 2 322 12,51
2025-07-29 13F Unison Advisors LLC 533 921 −25,69 29 494 −15,03
2025-04-30 13F Synergy Investment Management, LLC 0 −100,00 0
2025-05-05 13F Transce3nd, LLC 0 −100,00 0
2025-07-14 13F McMahon Financial Advisors, LLC 32 336 −88,17 1 786 −86,47
2025-08-07 13F Efficient Advisors, LLC 180 878 −3,64 9 992 10,18
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 83 224 −55,59 4 597 −49,22
2025-08-12 13F Lodestone Wealth Management LLC 15 176 −8,26 838 4,88
2025-08-14 13F Ancora Advisors, LLC 0 −100,00 0
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 22 548 −1,85 1 246 12,26
2025-08-01 13F Biltmore Family Office, LLC 12 988 −11,36 717 1,41
2025-08-07 13F Montag A & Associates Inc 400 −60,67 22 −55,10
2025-07-15 13F Avaii Wealth Management, Llc 4 444 −7,55 246 5,60
2025-08-11 13F Aptus Capital Advisors, LLC 3 611 −0,99 199 13,07
2025-08-04 13F Haven Private, LLC 48 560 −0,72 2 682 13,50
2025-05-15 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-07-16 13F Highline Wealth Partners Llc 0 −100,00 0
2025-04-23 13F Golden State Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 1 264 −89,77 70 −88,42
2025-07-31 13F Kathleen S. Wright Associates Inc. 11 403 −7,10 630 6,25
2025-08-06 13F Nicholas Hoffman & Company, LLC. 47 173 −0,18 2 606 14,10
2025-07-15 13F Family Wealth Partners, Llc 34 324 −0,33 1 896 14,01
2025-08-11 13F HighTower Advisors, LLC 507 801 −11,19 28 051 1,55
2025-08-14 13F CoreCap Advisors, LLC 4 152 −1,70 229 12,25
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-14 13F Seed Wealth Management, Inc. 5 300 −2,75 293 11,03
2025-07-25 13F Johnson Investment Counsel Inc 27 458 −0,88 1 517 13,30
2025-07-30 13F Whittier Trust Co 23 841 −29,63 1 317 −19,56
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-07-22 13F Inlight Wealth Management, LLC 97 519 −4,54 5 387 9,14
2025-08-07 13F WESCAP Management Group, Inc. 46 606 −4,24 2 575 9,49
2025-07-29 13F BKM Wealth Management, LLC 79 191 −1,33 4 375 12,82
2025-07-22 13F Checchi Capital Advisers, LLC 154 085 −13,75 8 512 −1,38
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 15 163 −53,14 838 −46,45
2025-07-30 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-08-08 13F Laurel Wealth Planning LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 57 337 −2,58 3 167 11,40
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-05-14 13F Lionshead Wealth Management, LLC 0 −100,00 0
2025-05-14 13F Custom Index Systems, Llc 0 −100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 19 894 −18,06 1 099 −6,31
2025-08-05 13F Bank Of Montreal /can/ 813 −26,95 45 −16,98
2025-07-23 13F Watershed Private Wealth Llc 10 215 −0,91 564 13,25
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-07 13F Cascade Financial Partners, LLC 133 453 −3,56 7 372 10,28
2025-08-12 13F O'shaughnessy Asset Management, Llc 93 −20,51 5 0,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 62 497 −70,19 3 452 −65,91
2025-07-15 13F Evanson Asset Management, LLC 21 420 −1,87 1 183 12,24
2025-08-13 13F Beacon Pointe Advisors, LLC 0 −100,00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5 913 −5,10 327 7,59
2025-08-14 13F Comerica Bank 1 862 −18,37 103 −7,27
2025-08-04 13F Pinnacle Associates Ltd 38 872 −2,45 2 147 11,53
2025-08-11 13F Tidemark, LLC 632 −15,73 35 −5,56
2025-05-05 13F Private Advisor Group, LLC 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 180 761 −4,96 9 985 8,69
2025-08-08 13F Pnc Financial Services Group, Inc. 800 −40,07 44 −31,25
2025-04-09 13F RFG Advisory, LLC 0 −100,00 0 −100,00
2025-07-16 13F Asset Allocation & Management Company, LLC 0 −100,00 0
2025-04-11 13F Oxinas Partners Wealth Management LLC 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 50 942 −0,17 2 814 14,16
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0
2025-08-06 13F Adviser Investments LLC 4 164 −11,44 230 1,32
2025-07-31 13F BIP Wealth, LLC 205 125 −10,21 11 331 2,67
2025-05-14 13F Choate Investment Advisors 0 −100,00 0
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