DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
US ˙ ARCA ˙ US97717W3079

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
(%)
2025-08-13 13F IAG Wealth Partners, LLC 398 151 −4,20 32 704 −0,85
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 133 991 −2,13 11 180 2,89
2025-05-05 13F St. Louis Trust Co 0 −100,00 0
2025-08-12 13F Absolute Capital Management, LLC 5 186 −11,49 426 −8,60
2025-08-14 13F Wick Capital Partners, LLC 1 361 −58,52 270 3,46
2025-08-13 13F Rockport Wealth LLC 28 061 −17,61 2 305 −14,76
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 44 122 −4,87 3 624 −1,55
2025-05-13 13F United Capital Financial Advisers, Llc 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 25 193 −1,25 2 121 7,40
2025-08-05 13F Bridgewater Advisors Inc. 2 911 −7,65 245 1,24
2025-08-06 13F Golden State Wealth Management, LLC 400 −40,92 33 −39,62
2025-07-21 13F Ameritas Advisory Services, LLC 705 −84,38 58 −83,71
2025-08-19 13F National Asset Management, Inc. 3 971 −66,43 326 −64,57
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-11 13F Resurgent Financial Advisors LLC 20 336 −7,62 1 670 −4,41
2025-08-14 13F UBS Group AG 1 301 779 −1,02 106 928 2,43
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2 557 −16,03 210 −12,86
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 −100,00 0
2025-08-01 13F Heritage Wealth Management, Inc./Texas 7 247 −35,35 595 −33,07
2025-08-04 13F Linscomb & Williams, Inc. 46 995 −0,44 3 860 3,04
2025-08-12 13F Steward Partners Investment Advisory, Llc 191 467 −0,21 15 727 3,28
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-12 13F Weaver Consulting Group 3 152 −1,56 259 1,57
2025-07-08 13F Nbc Securities, Inc. 2 425 −7,62 0
2025-07-17 13F Janney Montgomery Scott LLC 44 545 −15,17 4 −25,00
2025-08-13 13F Lido Advisors, LLC 30 119 −35,43 2 474 −33,20
2025-04-30 13F Seamount Financial Group Inc 0 −100,00 0
2025-08-14 13F Prestige Wealth Management Group LLC 0 −100,00 0
2025-08-12 13F Garrett Wealth Advisory Group, LLC 4 681 −2,36 385 1,05
2025-08-14 13F/A Rockefeller Capital Management L.P. 388 221 −0,54 31 889 2,93
2025-07-29 13F Kondo Wealth Advisors, Inc. 25 372 −2,46 2 100 1,70
2025-08-14 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-07-15 13F Capital Investment Advisors, LLC 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 785 −0,76 64 3,23
2025-08-12 13F Wealthbridge Capital Management, Llc 18 572 −0,16 1 525 3,32
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-08-07 13F Midland Wealth Advisors Llc 7 683 −0,40 631 3,10
2025-07-11 13F Kaydan Wealth Management, Inc. 8 589 −5,36 706 −2,08
2025-07-16 13F Signaturefd, Llc 84 −94,20 7 −94,74
2025-08-14 13F Novus Advisors, Llc 3 670 −23,70 301 −21,00
2025-07-31 13F Washington Trust Advisors, Inc. 1 075 −8,51 88 −5,38
2025-07-25 13F LRI Investments, LLC 335 693 −0,57 27 574 2,90
2025-08-11 13F Stonebrook Private Inc. 3 109 −3,00 255 0,39
2025-08-01 13F FSA Advisors, Inc. 3 058 −61,46 251 −60,10
2025-08-05 13F Strategic Financial Concepts, LLC 3 595 −1,13 295 2,43
2025-08-12 13F Clearwater Capital Advisors, LLC 53 709 −2,16 4 412 1,24
2025-07-15 13F Mather Group, Llc. 32 075 −0,64 2 635 2,81
2025-08-11 13F Culbertson A N & Co Inc 22 260 −2,62 1 828 0,77
2025-07-31 13F Sage Mountain Advisors LLC 0 −100,00 0
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-07-10 13F Sovran Advisors, LLC 0 −100,00 0
2025-08-05 13F Simplex Trading, Llc 1 −99,00 0 −100,00
2025-07-24 13F Us Bancorp \de\ 16 340 −0,07 1 342 3,47
2025-08-11 13F Citigroup Inc 23 837 −0,62 1 958 2,89
2025-05-14 13F CIBC Private Wealth Group, LLC 0 −100,00 0 −100,00
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 16 629 −67,68 1 366 −66,57
2025-07-30 13F Insight Advisors, LLC/ PA 3 453 −0,69 284 2,91
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 104 628 −1,00 8 594 2,46
2025-07-23 13F Element Wealth, LLC 7 967 −0,74 654 2,67
2025-08-08 13F Advisors Capital Management, LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 45 497 −1,91 3 737 1,52
2025-08-13 13F Renaissance Technologies Llc 5 400 −63,51 444 −62,27
2025-07-15 13F Cora Capital Advisors Llc 4 964 −53,58 408 −52,00
2025-07-09 13F Dynamic Advisor Solutions LLC 10 150 −0,22 834 3,22
2025-08-12 13F Global Retirement Partners, LLC 8 677 −23,20 713 −18,91
2025-08-07 13F Flagship Wealth Advisors, Llc 19 534 −36,03 1 605 −33,80
2025-08-08 13F SBI Securities Co., Ltd. 3 104 −2,94 255 0,40
2025-08-11 13F Wealthspire Advisors, LLC 35 713 −12,24 2 933 −9,17
2025-08-08 13F Kingsview Wealth Management, LLC 4 777 −16,59 392 −13,66
2025-07-29 13F ShoreHaven Wealth Partners, LLC 9 880 −1,22 812 2,27
2025-08-15 13F Captrust Financial Advisors 59 923 −1,25 4 922 2,20
2025-08-14 13F Synovus Financial Corp 7 370 −0,15 606 3,41
2025-08-14 13F Mml Investors Services, Llc 39 096 −5,03 3 0,00
2025-07-29 13F Uhlmann Price Securities, Llc 11 503 −46,26 945 −44,44
2025-08-13 13F M&t Bank Corp 7 622 −3,18 626 0,32
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 30 778 −6,32 2 529 −3,03
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 4 922 −0,79 404 2,80
2025-08-14 13F Integrated Wealth Concepts LLC 7 782 −14,88 639 −11,86
2025-07-25 13F Concurrent Investment Advisors, LLC 59 867 −12,88 4 917 −9,83
2025-08-12 13F Allen Capital Group, LLC 39 288 −1,22 3 227 2,25
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1 700 −63,83 140 −62,33
2025-07-25 13F Cwm, Llc 8 617 −13,21 1
2025-08-08 NP QALTX - Quantified Alternative Investment Fund Investor Class Shares 0 −100,00 0 −100,00
2025-08-06 13F Moors & Cabot, Inc. 3 517 −0,99 289 2,49
2025-07-29 13F Private Trust Co Na 15 300 −21,88 1 257 −19,18
2025-07-16 13F Perigon Wealth Management, LLC 6 388 −1,99 525 1,35
2025-08-05 13F Advisors Preferred, LLC 0 −100,00 0
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 6 008 −2,32 494 1,02
2025-08-08 13F Thoroughbred Financial Services, Llc 8 757 −17,16 1
2025-08-11 13F Aptus Capital Advisors, LLC 1 494 −4,60 123 −1,61
2025-08-11 13F United Advisor Group, LLC 108 544 −0,37 8 916 3,10
2025-08-14 13F Ausdal Financial Partners, Inc. 28 554 −1,77 2 345 1,65
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 0 −100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 21 852 −0,94 1 795 2,51
2025-08-12 13F Jpmorgan Chase & Co 164 580 −8,48 13 519 −5,29
2025-08-13 13F EverSource Wealth Advisors, LLC 7 829 −12,58 643 −9,44
2025-07-28 13F Nadler Financial Group, Inc. 46 420 −4,01 3 813 −0,68
2025-07-10 13F Wedmont Private Capital 19 616 −2,15 1 629 8,90
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-07 13F Howard Bailey Securities, Llc 67 194 −1,15 5 519 2,30
2025-08-08 13F Collaborative Wealth Managment Inc. 6 900 −13,46 567 −10,44
2025-08-07 13F Rollins Financial Advisors, LLC 29 700 −0,54 2 440 2,91
2025-07-10 13F Moller Financial Services 92 805 −0,59 7 623 2,87
2025-07-18 13F Institute for Wealth Management, LLC. 3 956 −0,33 325 2,86
2025-08-06 13F Commonwealth Equity Services, Llc 633 518 −26,66 52 −23,53
2025-07-25 13F Almanack Investment Partners, LLC. 9 241 −92,54 759 −92,28
2025-08-01 13F Brookwood Investment Group LLC 0 −100,00 0
2025-08-06 13F Modera Wealth Management, LLC 6 057 −1,77 498 1,64
2025-07-21 13F Precedent Wealth Partners, Llc 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 33 686 −0,78 2 767 2,67
2025-08-05 13F Arrowroot Family Office, LLC 3 013 −8,86 247 −3,89
2025-08-13 13F Rsm Us Wealth Management Llc 12 623 −39,98 1 037 −37,93
2025-08-05 13F Bank Of Montreal /can/ 1 800 −5,31 148 −2,00
2025-07-29 13F Kelman-Lazarov, Inc. 3 968 −1,61 326 1,56
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 55 070 −0,92 4 523 2,54
2025-08-12 13F LPL Financial LLC 3 249 447 −6,07 266 910 −2,79
2025-07-09 13F Post Resch Tallon Group Inc. 7 475 −2,61 614 1,32
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 68 877 −0,52 5 658 2,95
2025-08-14 13F Main Street Financial Solutions, LLC 175 498 −3,13 14 415 0,25
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0 −100,00
2025-08-08 13F Capital Investment Advisory Services, LLC 0 −100,00 0
2025-07-18 13F Trilogy Capital Inc. 1 157 031 −1,74 95 039 1,69
2025-05-01 13F Quest 10 Wealth Builders, Inc. 138 −9,80 11 −9,09
2025-07-15 13F Heritage Oak Wealth Advisors Llc 5 109 −15,12 420 −12,16
2025-07-30 13F Caliber Wealth Management, LLC / KS 126 740 −5,63 10 410 −2,34
2025-08-13 13F Congress Wealth Management LLC / DE / 56 332 −1,67 4 627 1,76
2025-08-13 13F Tobias Financial Advisors, Inc. 67 872 −7,34 5 575 −4,09
2025-08-13 13F Ark & Tlk Investments, Llc 5 461 −5,26 449 −1,97
2025-08-08 13F Pnc Financial Services Group, Inc. 3 886 291 −0,16 319 220 3,33
2025-08-14 13F Comerica Bank 57 127 −2,83 4 692 0,56
2025-08-15 13F Morgan Stanley 2 954 379 −0,32 242 673 3,16
2025-08-11 13F Western Wealth Management, LLC 7 540 −1,32 619 2,15
2025-08-04 13F Mesirow Financial Investment Management, Inc. 11 811 −50,00 970 −48,24
2025-08-11 13F NewEdge Wealth, LLC 8 050 −1,59 672 3,54
2025-08-04 13F/A 626 Financial, LLC 9 195 −1,40 755 2,03
2025-07-08 13F Parallel Advisors, LLC 15 378 −1,14 1 263 2,35
2025-08-05 13F Bank of New York Mellon Corp 8 105 −84,81 666 −84,29
2025-07-31 13F Oppenheimer & Co Inc 10 480 −18,19 861 −15,35
2025-08-13 13F Beacon Pointe Advisors, LLC 2 646 −10,76 217 −7,66
2025-04-30 13F Bank Hapoalim Bm 0 −100,00 0
2025-08-13 13F Cary Street Partners Financial Llc 3 112 −10,83 255 −7,94
2025-07-28 13F RFG Advisory, LLC 89 522 −25,92 7 353 −23,33
2025-08-14 13F Evercore Wealth Management, LLC 1 072 367 −1,71 88 084 1,72
2025-08-12 13F Vestor Capital, Llc 253 −98,06 0 −100,00
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-28 13F Revolve Wealth Partners, LLC 213 427 −2,81 17 531 0,58
2025-08-14 13F Goldman Sachs Group Inc 313 974 −0,67 25 790 2,79
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0
2025-04-15 13F Noble Wealth Management PBC 1 437 −15,96 114 −14,29
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-08-12 13F Financial Advocates Investment Management 2 675 −54,71 220 −53,21
2025-07-29 13F Stratos Wealth Partners, LTD. 352 065 −8,34 28 919 −5,14
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