DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
US ˙ ARCA ˙ US97717W5058

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
(%)
2025-07-29 13F Chicago Partners Investment Group LLC 36 751 −7,08 1 904 0,37
2025-08-13 13F IAG Wealth Partners, LLC 470 660 −2,95 23 589 −1,77
2025-08-13 13F Rockport Wealth LLC 14 265 −15,79 715 −14,80
2025-07-24 13F True Link Financial Advisors, LLC 20 286 −1,90 1 017 −0,68
2025-08-19 13F National Asset Management, Inc. 9 243 −17,66 463 −19,06
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 372 107 −7,74 18 653 −6,63
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 0 −100,00 0
2025-05-05 13F Willner & Heller, Llc 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 4 789 −0,17 240 1,27
2025-08-13 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 18 832 −56,97 944 −56,48
2025-07-22 13F Financial Insights, Inc. 55 296 −6,43 2 771 −5,30
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 3 707 −94,47 186 −94,42
2025-07-23 13F RiverTree Advisors, LLC 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 14 933 −12,48 748 −11,37
2025-07-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 53 036 −2,04 2 658 −0,86
2025-08-13 13F Lido Advisors, LLC 277 530 −2,04 13 910 −0,86
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 529 675 −0,74 26 547 0,47
2025-08-13 13F Transce3nd, LLC 1 003 −1,57 50 0,00
2025-08-14 13F Hancock Whitney Corp 65 765 −3,11 3 296 −1,93
2025-07-30 13F Patten Group, Inc. 7 109 −15,18 356 −14,22
2025-07-29 13F Signature Estate & Investment Advisors Llc 88 078 −33,02 4 414 −32,22
2025-07-18 13F Marino, Stram & Associates Llc 17 152 −1,44 860 −0,23
2025-08-11 13F United Capital Financial Advisers, Llc 53 733 −10,45 2 693 −9,36
2025-04-28 13F Coastline Trust Co 0 −100,00 0
2025-07-11 13F Kaydan Wealth Management, Inc. 19 444 −10,64 975 −9,56
2025-08-07 13F Cascade Financial Partners, LLC 88 710 −4,24 4 446 −3,07
2025-05-12 13F Sandy Spring Bank 433 008 −17,58 21 443 −19,92
2025-04-14 13F Clarity Capital Advisors, LLC 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 6 357 −3,23 319 −2,15
2025-07-15 13F Mather Group, Llc. 26 221 −1,72 1 314 −0,53
2025-08-14 13F Kovitz Investment Group Partners, LLC 0 −100,00 0 −100,00
2025-07-17 13F Independence Bank of Kentucky 65 984 −0,69 3 307 0,52
2025-07-24 13F Us Bancorp \de\ 3 431 −3,46 172 −2,29
2025-08-11 13F Trajan Wealth LLC 372 555 −4,55 18 672 −3,39
2025-07-21 13F Cape Ann Savings Bank 10 593 −0,94 531 0,19
2025-07-16 13F New Insight Wealth Advisors 12 140 −4,48 608 −3,34
2025-07-14 13F Southland Equity Partners LLC 29 227 −0,06 1 465 1,10
2025-08-01 13F Milestone Asset Management Group, LLC 10 482 −39,41 525 −39,38
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 22 986 −14,89 1 152 −13,84
2025-08-07 13F Apeiron RIA LLC 109 376 −5,33 5 482 −4,20
2025-08-11 13F Private Advisor Group, LLC 54 394 −22,23 2 726 −21,28
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 14 960 −12,19 750 −11,15
2025-07-17 13F White Pine Investment CO 165 549 −1,44 8 0,00
2025-08-11 13F Tidemark, LLC 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 12 340 −0,28 618 0,98
2025-04-23 13F RAM Investment Partners, LLC 0 −100,00 0
2025-07-28 13F Holistic Planning, LLC 0 −100,00 0
2025-07-29 13F Uhlmann Price Securities, Llc 7 530 −38,49 377 −37,79
2025-07-24 13F Jfs Wealth Advisors, Llc 101 306 −0,57 5 077 0,63
2025-08-13 13F Great Diamond Partners, LLC 21 546 −2,78 1 080 −1,64
2025-07-21 13F TFG Advisers LLC 64 340 −0,60 3 225 0,59
2025-07-21 13F Old Second National Bank Of Aurora 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 43 391 −2,56 2 175 −1,41
2025-07-28 13F Founders Grove Wealth Partners, Llc 60 011 −3,39 3 008 −2,21
2025-07-24 13F JNBA Financial Advisors 58 980 −6,32 2 956 −5,17
2025-08-12 13F Farmers National Bank 39 532 −0,15 1 981 1,07
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0 −100,00
2025-08-14 13F Blue Capital, Inc. 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-18 13F/A Kestra Investment Management, LLC 6 081 −11,52 305 −10,59
2025-07-09 13F Beacon Financial Group 104 718 −6,22 5 248 −5,08
2025-08-06 13F Moors & Cabot, Inc. 4 832 −6,12 242 −4,72
2025-08-12 13F Putnam Fl Investment Management Co 37 555 −21,66 1 882 −20,69
2025-08-11 13F TD Waterhouse Canada Inc. 99 770 −2,54 5 084 0,06
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 5 628 −67,54 282 −67,13
2025-08-05 13F GHP Investment Advisors, Inc. 172 −29,80 9 −33,33
2025-05-08 13F Armis Advisers, LLC 0 −100,00 0
2025-07-25 13F Northwest Capital Management Inc 0 −100,00 0
2025-07-30 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-08-07 13F Howard Bailey Securities, Llc 69 765 −0,51 3 497 0,69
2025-07-22 13F Beacon Financial Advisory LLC 6 245 −17,33 313 −16,58
2025-08-04 13F Creekmur Asset Management LLC 589 −16,45 30 −14,71
2025-08-08 13F Collaborative Wealth Managment Inc. 20 447 −4,67 1 025 −3,58
2025-08-11 13F Invenio Wealth Partners Llc 0 −100,00 0
2025-08-06 13F Modera Wealth Management, LLC 117 650 −2,98 5 897 −1,80
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-08-04 13F Integrity Alliance, Llc. 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 3 547 −6,24 178 −5,35
2025-07-15 13F Well Done, LLC 41 788 −0,16 2 094 −1,83
2025-08-04 13F Spire Wealth Management 1 855 −46,79 93 −46,51
2025-07-08 13F RMR Wealth Builders 6 808 −0,71 341 0,59
2025-07-16 13F Octavia Wealth Advisors, LLC 17 052 −2,29 855 −1,16
2025-07-22 13F Kickstand Ventures, Llc. 4 484 −7,66 225 −6,67
2025-08-05 13F Bank Of Montreal /can/ 8 023 −15,68 402 −14,65
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-25 13F Midwest Capital Advisors, LLC 4 255 −67,12 213 −66,72
2025-07-09 13F Massmutual Trust Co Fsb/adv 381 −32,57 19 −29,63
2025-08-06 13F Simmons Bank 19 454 −9,22 975 −8,11
2025-08-08 13F Foundations Investment Advisors, LLC 5 472 −2,96 274 −1,79
2025-08-13 13F Invesco Ltd. 8 084 −7,39 405 −6,25
2025-04-14 13F Wedmont Private Capital 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 12 400 −90,75 621 −90,65
2025-05-01 13F Quest 10 Wealth Builders, Inc. 100 −44,75 5 −55,56
2025-08-11 13F Western Wealth Management, LLC 9 058 −4,15 454 −3,00
2025-08-14 13F BancorpSouth Bank 27 019 −0,23 1 354 0,97
2025-08-04 13F Flagship Harbor Advisors, Llc 7 564 −0,50 379 0,80
2025-07-28 13F RFG Advisory, LLC 6 587 −3,83 330 −2,65
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Beacon Pointe Advisors, LLC 53 807 −7,01 2 697 −5,90
2025-07-31 13F Oppenheimer & Co Inc 21 645 −3,10 1 085 −1,99
2025-08-14 13F Private Capital Management, LLC 79 629 −1,28 3 991 −0,08
2025-07-29 13F Salomon & Ludwin, LLC 44 141 −0,85 2 270 2,95
2025-04-16 13F Farrell Financial LLC 0 −100,00 0
2025-07-24 13F West Bancorporation Inc 7 281 −6,43 365 −5,45
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-07-25 13F Cwm, Llc 92 490 −1,00 5 0,00
2025-04-23 13F Perigon Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Creative Planning 1 517 613 −0,70 76 063 0,50
2025-08-01 13F Reliant Investment Partners, LLC 7 361 −9,25 369 −8,23
2025-07-15 13F IMS Capital Management 23 735 −0,42 1 190 0,76
2025-04-16 13F Fortitude Family Office, LLC 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 10 015 −5,29 1
2025-04-29 13F Rice Partnership, LLC 0 −100,00 0
2025-07-16 13F Meridian Financial, LLC 20 794 −2,76 1 042 −1,51
2025-07-14 13F Brady Martz Wealth Solutions, LLC 54 885 −2,08 2 751 −0,90
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16 903 −61,67 847 −61,20
2025-07-23 13F Nbt Bank N A /ny 67 044 −5,27 3 360 −4,11
2025-07-17 13F Janney Montgomery Scott LLC 95 816 −24,29 5 −33,33
2025-08-04 13F Bristlecone Advisors, LLC 22 250 −1,08 1 115 0,18
2025-08-06 13F Prospera Financial Services Inc 7 753 −2,38 389 −1,27
2025-08-13 13F Denver Wealth Management, Inc. 19 443 −0,65 974 0,52
2025-07-16 13F Essex Financial Services, Inc. 6 119 −2,64 307 −1,61
2025-08-13 13F Trustmark National Bank Trust Department 14 504 −0,62 727 0,55
2025-07-03 13F First Hawaiian Bank 107 886 −24,98 5 407 −24,07
2025-07-07 13F Investors Research Corp 5 231 −2,22 262 −0,76
2025-08-07 13F Midland Wealth Advisors Llc 48 362 −8,66 2 424 −7,59
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 20 −53,49 1 −100,00
2025-07-14 13F Armstrong Advisory Group, Inc 0 −100,00 0
2025-08-06 13F Soltis Investment Advisors LLC 32 207 −8,54 1 614 −7,40
2025-07-22 13F Plimoth Trust Co Llc 9 438 −3,23 473 −1,87
2025-08-14 13F Mariner, LLC 120 882 −11,12 6 059 −10,05
2025-07-31 13F GLOBALT Investments LLC / GA 19 457 −9,85 975 −8,71
2025-08-13 13F Navis Wealth Advisors, LLC 15 611 −23,69 782 −22,80
2025-07-21 13F Stock Yards Bank & Trust Co 41 741 −4,69 2 092 −3,51
2025-08-14 13F Aqr Capital Management Llc 0 −100,00 0
2025-08-05 13F Sage Capital Management, LLC 91 672 −1,73 4 595 −0,54
2025-08-13 13F Northern Trust Corp 36 304 −23,40 1 820 −22,46
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 8 683 −0,73 435 0,46
2025-08-11 13F Culbertson A N & Co Inc 28 251 −8,43 1 416 −7,33
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-13 13F Vertex Planning Partners, LLC 9 435 −0,54 473 0,64
2025-07-28 13F Ritholtz Wealth Management 0 −100,00 0
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-14 13F Royal Bank Of Canada 560 473 −27,41 28 091 −26,52
2025-07-09 13F Inspirion Wealth Advisors, Llc 93 084 −3,07 4 665 −1,89
2025-07-28 13F Frazier Financial Advisors, LLC 90 445 −2,11 4 533 −0,92
2025-07-14 13F Rooted Wealth Advisors, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 11 526 −78,18 578 −77,93
2025-08-15 13F Captrust Financial Advisors 77 844 −4,16 3 902 −3,01
2025-08-25 13F Silverlake Wealth Management Llc 44 573 −2,26 2 234 −1,06
2025-07-22 13F Apexium Financial, Lp 21 676 −1,13 1 086 0,09
2025-08-14 13F Modern Wealth Management, LLC 9 157 −8,94 459 −7,85
2025-07-25 13F Atria Wealth Solutions, Inc. 11 339 −82,98 584 −82,29
2025-08-15 13F Morgan Stanley 2 374 159 −3,39 118 993 −2,22
2025-08-14 13F Archetype Wealth Partners 14 803 −0,49 1
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2025-08-07 13F Montag A & Associates Inc 3 679 −75,90 184 −75,66
2025-07-29 13F Private Trust Co Na 7 687 −12,75 385 −11,70
2025-07-15 13F Alhambra Investment Partners LLC 4 449 −0,47 223 0,45
2025-08-14 13F Snowden Capital Advisors LLC 28 818 −5,19 1 444 −4,05
2025-08-14 13F Ameriprise Financial Inc 1 375 500 −9,22 68 946 −8,19
2025-08-14 13F Connecticut Wealth Management, LLC 22 469 −2,47 1 126 −1,23
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 −100,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 300 −54,55 15 −53,12
2025-08-13 13F Baird Financial Group, Inc. 450 491 −0,45 22 579 0,75
2025-07-10 13F HF Advisory Group, LLC 38 519 −3,18 1 931 −2,03
2025-08-14 13F Stifel Financial Corp 311 553 −1,13 15 615 0,07
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 25 923 −3,54 1 299 −2,33
2025-08-12 13F Argent Trust Co 38 258 −0,10 1 917 1,11
2025-07-30 13F Pacific Sun Financial Corp 22 925 −1,63 1 149 −0,43
2025-07-16 13F West Branch Capital LLC 0 −100,00 0
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 6 708 −0,78 336 0,60
2025-07-10 13F Weinberger Asset Management, Inc 5 012 −4,90 251 −3,46
2025-08-06 13F Commonwealth Equity Services, Llc 750 263 −11,69 38 −11,90
2025-08-14 13F Wells Fargo & Company/mn 983 080 −5,74 49 272 −4,60
2025-05-15 13F Promethium Advisors,llc 0 −100,00 0
2025-08-01 13F Chilton Capital Management Llc 0 −100,00 0
2025-05-12 13F Benjamin Edwards Inc 0 −100,00 0
2025-08-14 13F Main Street Financial Solutions, LLC 77 139 −2,06 3 866 −0,87
2025-08-14 13F Raymond James Financial Inc 1 127 273 −0,61 56 499 0,59
2025-08-05 13F Bank of New York Mellon Corp 110 247 −40,99 5 526 −40,28
2025-08-14 13F Warren Averett Asset Management, LLC 18 264 −1,24 915 0,00
2025-08-04 13F Pinnacle Associates Ltd 18 501 −10,52 927 −9,38
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 33 872 −14,56 1 698 −13,51
2025-08-13 13F Colonial Trust Co / SC 2 067 −37,23 103 −36,02
2025-08-13 13F Cerity Partners LLC 10 370 −18,46 520 −17,49
2025-08-12 13F Calton & Associates, Inc. 5 692 −7,66 285 −6,56
2025-07-25 13F Apollon Wealth Management, LLC 50 397 −1,63 2 526 −0,47
2025-08-13 13F Northwestern Mutual Wealth Management Co 201 613 −1,90 10 105 −0,71
2025-07-14 13F GAMMA Investing LLC 6 −68,42 0
2025-07-23 13F Vontobel Holding Ltd. 6 442 −1,54 323 −0,62
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 679 −30,50 34 −29,17
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-07-22 13F Team Financial Group, LLC 15 524 −16,71 778 −15,62
2025-08-04 13F Creative Financial Designs Inc /adv 513 −3,02 26 −3,85
2025-05-12 13F Empirical Asset Management, LLC 0 −100,00 0
2025-08-12 13F Vestor Capital, Llc 1 317 −98,01 0 −100,00
2025-07-10 13F Envision Financial LLC 40 032 −2,42 2 006 −1,23
2025-07-31 13F BIP Wealth, LLC 46 976 −11,06 2 354 −9,98
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
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