DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
US ˙ ARCA ˙ US97717W7609

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
(%)
2025-07-25 13F Sequoia Financial Advisors, LLC 8 635 −8,85 649 3,68
2025-04-30 13F Dogwood Wealth Management LLC 0 −100,00 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 16 805 −0,47 1 262 13,29
2025-07-22 13F Berger Financial Group, Inc 2 782 −21,90 209 −11,49
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 105 467 −0,45 7 922 13,29
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 133 −17,90 10 −10,00
2025-08-14 13F Mariner, LLC 0 −100,00 0
2025-07-30 13F Princeton Global Asset Management LLC 653 −5,77 49 8,89
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 56 768 −1,27 4 264 12,36
2025-04-28 13F Great Point Wealth Advisors, LLC 78 914 −1,18 5 209 3,60
2025-08-04 13F Creative Financial Designs Inc /adv 221 −19,34 17 −11,11
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-07 13F Investors Research Corp 4 756 −78,71 357 −75,78
2025-08-14 13F Atomi Financial Group, Inc. 86 162 −0,90 6 472 12,77
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0
2025-07-16 13F TCI Wealth Advisors, Inc. 4 014 −8,50 301 4,15
2025-05-14 13F Wescott Financial Advisory Group, LLC 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 2 398 −5,29 180 19,21
2025-07-17 13F Janney Montgomery Scott LLC 27 616 −3,66 2 100,00
2025-07-17 13F Camelot Portfolios, LLC 7 661 −8,73 575 3,79
2025-08-08 13F Cetera Investment Advisers 5 364 −7,36 403 5,24
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-07-03 13F McLean Asset Management Corp 21 746 −3,14 1 634 21,49
2025-08-14 13F Colony Group, LLC 3 091 −19,59 232 −8,30
2025-08-12 13F MAI Capital Management 113 605 −1,82 8 533 11,72
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 511 −34,53 113 −25,66
2025-07-25 13F NorthRock Partners, LLC 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 300 −76,92 23 −74,12
2025-08-12 13F Shakespeare Wealth Management, Inc. 11 376 −8,79 854 3,77
2025-07-31 13F Buckingham Strategic Partners 48 366 −7,88 3 633 4,82
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-08-15 13F Morgan Stanley 162 461 −1,74 12 202 11,82
2025-08-06 13F Commonwealth Equity Services, Llc 20 568 −6,70 2 0,00
2025-08-07 13F WESCAP Management Group, Inc. 61 499 −8,25 4 619 4,41
2025-07-28 13F Ritholtz Wealth Management 20 818 −1,23 1 564 12,37
2025-07-30 13F Insight Advisors, LLC/ PA 4 130 −35,55 310 −26,54
2025-07-15 13F Total Wealth Planning, Llc 3 276 −10,71 246 1,65
2025-07-15 13F Bannerman Wealth Management Group, Llc 3 994 −4,70 300 8,33
2025-08-06 13F Csenge Advisory Group 94 789 −2,28 6 891 7,22
2025-07-17 13F Neumann Capital Management, LLC 69 221 −1,76 5 199 11,81
2025-08-06 13F Longview Financial Advisors LLC 9 992 −0,37 750 13,46
2025-08-14 13F Susquehanna International Group, Llp 7 186 −30,88 540 −21,43
2025-07-15 13F McAdam, LLC 3 459 −6,56 260 6,15
2025-07-22 13F Windward Private Wealth Management Inc. 10 425 −10,04 783 2,49
2025-08-07 13F Allworth Financial LP 28 965 −1,11 2 176 8,97
2025-08-11 13F Principal Securities, Inc. 562 −16,99 42 0,00
2025-08-19 13F Asset Dedication, LLC 93 −28,46 7 −25,00
2025-07-11 13F Farther Finance Advisors, LLC 9 984 −2,91 750 10,31
2025-08-13 13F Colonial Trust Co / SC 568 −6,73 42 5,00
2025-08-14 13F Royal Bank Of Canada 39 862 −7,18 2 994 5,61
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 3 596 −20,76 270 −9,70
2025-07-23 13F Sachetta, LLC 0 −100,00 0
2025-04-17 13F Nbt Bank N A /ny 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 9 402 −5,50 706 7,62
2025-08-08 13F Pnc Financial Services Group, Inc. 0 −100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 3 189 −0,72 240 13,27
2025-08-14 13F IHT Wealth Management, LLC 6 078 −10,72 457 1,56
2025-07-25 13F Wealth Architects, LLC 34 933 −1,04 2 624 12,62
2025-08-13 13F Grove Street Fiduciary, LLC 51 553 −6,20 3 872 6,75
2025-08-14 13F Ameriprise Financial Inc 4 938 −23,89 371 −13,55
2025-07-24 13F Costello Asset Management, INC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 3 725 −46,60 280 −39,35
2025-08-14 13F Bank Of America Corp /de/ 181 465 −7,75 13 630 4,98
2025-08-05 13F GHP Investment Advisors, Inc. 25 080 −5,71 1 884 7,29
2025-08-14 13F CoreCap Advisors, LLC 13 640 −0,48 1 025 13,27
2025-07-31 13F Kathleen S. Wright Associates Inc. 29 189 −0,06 2 192 13,75
2025-07-15 13F Family Wealth Partners, Llc 38 685 −0,21 2 906 13,57
2025-07-24 13F True Link Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 116 177 −0,13 8 726 13,65
2025-08-01 13F Envestnet Asset Management Inc 14 135 −6,55 1 062 6,31
2025-08-05 13F Integrity Financial Corp /WA 0 −100,00 0
2025-07-24 13F Williams & Novak, LLC 5 483 −0,63 412 12,91
2025-08-08 13F Creative Planning 41 691 −9,17 3 131 3,37
2025-08-08 13F Emerald Investment Partners, Llc 1 089 −2,51 82 10,96
2025-04-30 13F M&t Bank Corp 0 −100,00 0
2025-07-17 13F Montis Financial, LLC 3 062 −1,70 230 11,71
2025-07-22 13F Checchi Capital Advisers, LLC 92 096 −26,87 6 917 −16,77
2025-08-06 13F Modera Wealth Management, LLC 3 531 −2,05 265 11,81
2025-08-07 13F Howard Bailey Securities, Llc 38 595 −3,16 2 899 10,19
2025-08-08 13F Larson Financial Group LLC 21 331 −15,91 1 602 −4,30
2025-04-16 13F Smithbridge Asset Management Inc/de 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 12 181 −5,10 915 6,65
2025-08-07 13F Tacita Capital Inc 1 105 −11,95 83 0,00
2025-08-05 13F Bank Of Montreal /can/ 64 917 −3,06 4 876 10,32
2025-08-12 13F LPL Financial LLC 50 013 −2,52 3 756 10,93
2025-05-08 13F Geneos Wealth Management Inc. 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 46 −19,30 3 0,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-08-12 13F Bokf, Na 0 −100,00 0
2025-08-14 13F Comerica Bank 4 608 −5,81 346 7,45
2025-08-13 13F Invesco Ltd. 4 035 −7,71 303 5,21
2025-08-14 13F Warren Averett Asset Management, LLC 21 668 −0,39 1 627 13,38
2025-07-25 13F LRI Investments, LLC 200 354 −0,99 15 049 12,68
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 762 754 −2,80 57 290 10,62
2025-08-11 13F One Capital Management, LLC 5 437 −11,55 408 0,74
2025-08-11 13F Rockbridge Investment Management, LCC 3 398 −0,38 255 13,33
2025-08-07 13F Addison Advisors LLC 17 551 −9,11 1 318 3,45
2025-07-14 13F GAMMA Investing LLC 460 −46,39 35 −39,29
2025-07-31 13F Sharper & Granite LLC 23 910 −8,91 1 797 3,70
2025-08-14 13F Jane Street Group, Llc 24 373 −48,17 1 831 −41,02
2025-08-12 13F AlphaCore Capital LLC 185 −75,50 14 −73,47
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-12 13F Heartland Advisors Inc 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 1 432 −9,99 108 2,88
2025-07-23 13F Viewpoint Capital Management LLC 6 441 −0,46 484 13,11
2025-07-31 13F BIP Wealth, LLC 274 694 −2,92 20 632 10,49
2025-08-01 13F Liberty Wealth Management Llc 0 −100,00 0
2025-05-08 13F FSA Advisors, Inc. 0 −100,00 0 −100,00
2025-08-19 13F Advisory Services Network, LLC 5 992 −2,87 452 10,81
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