DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
US ˙ ARCA ˙ US97717W1099

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
(%)
2025-08-11 13F Western Wealth Management, LLC 0 −100,00 0
2025-07-03 13F Arvest Investments, Inc. 5 022 −72,84 399 −71,96
2025-07-28 13F RMR Capital Management, LLC 6 171 −35,45 491 −33,33
2025-07-30 13F Rehmann Capital Advisory Group 3 654 −7,59 291 −4,61
2025-08-14 13F Ameriprise Financial Inc 147 782 −2,81 11 754 0,84
2025-08-14 13F Mercer Global Advisors Inc /adv 3 516 −7,03 280 −4,12
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 −100,00 0
2025-08-11 13F Lcnb Corp 24 367 −2,40 1 938 0,83
2025-08-08 13F Hartland & Co., LLC 0 −100,00 0
2025-08-14 13F Quartz Partners, LLC 5 101 −3,61 406 −0,49
2025-07-22 13F Team Financial Group, LLC 4 781 −10,59 380 −7,54
2025-08-13 13F Gateway Wealth Partners, LLC 9 321 −5,09 741 −1,85
2025-08-15 13F Captrust Financial Advisors 15 660 −1,45 1 245 1,88
2025-07-09 13F Sandy Cove Advisors, LLC 5 166 −4,24 411 −1,20
2025-07-14 13F GAMMA Investing LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 5 402 −2,35 430 0,94
2025-04-18 13F Insigneo Advisory Services, Llc 0 −100,00 0
2025-08-29 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 340 −1,73 27 3,85
2025-07-22 13F Alta Wealth Advisors LLC 6 927 −1,48 551 1,66
2025-08-11 13F HighTower Advisors, LLC 195 342 −0,57 15 534 2,75
2025-07-14 13F Park Avenue Securities Llc 10 852 −3,74 1
2025-05-13 13F Nations Financial Group Inc, /ia/ /adv 0 −100,00 0 −100,00
2025-08-08 13F Creative Planning 34 600 −0,58 2 751 2,73
2025-07-15 13F Armis Advisers, LLC 3 755 −16,24 299 −13,37
2025-08-14 13F Connecticut Wealth Management, LLC 271 221 −1,83 21 567 1,44
2025-07-24 13F Vantage Point Financial LLC 4 367 −9,25 347 −6,22
2025-08-14 13F Citadel Advisors Llc 23 396 −46,98 1 860 −45,21
2025-08-14 13F UBS Group AG 88 127 −1,01 7 008 2,29
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 31 590 −4,31 2 512 −1,10
2025-05-15 13F Evercore Wealth Management, LLC 0 −100,00 0
2025-07-25 13F NorthRock Partners, LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 353 057 −0,06 28 075 3,28
2025-08-13 13F Baird Financial Group, Inc. 6 993 −0,01 556 3,35
2025-05-30 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 29 136 −70,44 2 242 −70,01
2025-08-04 13F Spire Wealth Management 10 321 −16,74 821 −13,96
2025-07-14 13F Rooted Wealth Advisors, Inc. 3 623 −52,23 292 14,12
2025-05-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-07-15 13F Revisor Wealth Management LLC 8 887 −4,96 720 0,14
2025-07-10 13F Tompkins Financial Corp 705 −26,87 56 −24,32
2025-07-22 13F Belpointe Asset Management LLC 8 655 −82,82 688 −82,25
2025-07-30 13F Brookstone Capital Management 5 587 −27,82 444 −25,38
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 6 546 −8,72 1 −100,00
2025-07-22 13F MGO Private Wealth, LLC 14 070 −9,62 1 119 −6,60
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-08-11 13F Pinnacle Financial Group, LLC / IL 266 814 −1,03 21 217 2,28
2025-07-11 13F My Legacy Advisors, LLC 8 855 −8,72 717 −3,89
2025-07-08 13F Nbc Securities, Inc. 14 534 −3,57 1 0,00
2025-07-25 13F LRI Investments, LLC 2 441 −0,41 194 3,19
2025-05-13 13F Maripau Wealth Management Llc 0 −100,00 0
2025-07-10 13F Envision Financial LLC 65 079 −0,09 5 175 3,25
2025-07-31 13F Moloney Securities Asset Management, LLC 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 4 788 −7,92 381 −5,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2 789 −10,69 222 −7,14
2025-08-08 13F Arvest Bank Trust Division 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 4 460 −90,98 355 −90,70
2025-07-30 13F Pittenger & Anderson Inc 2 555 −35,96 203 −33,88
2025-07-16 13F Kendall Capital Management 4 080 −49,97 324 −48,33
2025-07-22 13F Ffg Retirement Advisors Llc 78 314 −7,57 6 228 −4,48
2025-08-14 13F Sunbelt Securities, Inc. 7 327 −0,26 556 −1,77
2025-07-29 13F AssuredPartners Investment Advisors, LLC 4 305 −82,83 342 −82,27
2025-08-14 13F Susquehanna International Group, Llp 5 750 −30,07 457 −27,69
2025-08-15 13F Morgan Stanley 1 077 591 −3,94 85 690 −0,73
2025-08-14 13F GWM Advisors LLC 3 616 −1,61 288 1,77
2025-07-09 13F Epiq Partners, Llc 3 000 −16,67 239 −14,08
2025-08-14 13F Obsidian Personal Planning Solutions LLC 3 978 −5,06 316 1,61
2025-08-04 13F/A 626 Financial, LLC 310 011 −0,87 24 652 2,44
2025-08-05 13F Key FInancial Inc 7 943 −15,80 632 −12,97
2025-08-14 13F Comerica Bank 2 171 −12,42 173 −9,47
2025-08-05 13F Blue Barn Wealth, LLC 2 839 −12,00 226 −9,27
2025-07-31 13F Sharper & Granite LLC 13 690 −0,83 1 102 3,67
2025-08-13 13F Beacon Pointe Advisors, LLC 3 000 −40,39 239 −38,50
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 10 052 −1,77 811 3,05
2025-08-14 13F Essential Planning, LLC. 4 258 −1,46 339 1,81
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Certified Advisory Corp 31 214 −1,29 2 482 2,01
2025-08-11 13F Principal Securities, Inc. 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-05-30 NP DHS - WisdomTree U.S. High Dividend Fund N/A 16 103 −77,67 1 239 −77,35
2025-07-24 13F Jfs Wealth Advisors, Llc 12 363 −14,19 983 −11,28
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 53 236 −0,98 4 233 2,35
2025-04-14 13F Baldwin Brothers Inc/ma 0 −100,00 0
2025-07-30 13F Sonata Capital Group Inc 19 399 −2,81 2 0,00
2025-08-14 13F Mml Investors Services, Llc 4 592 −2,67 0
2025-07-25 13F Atria Wealth Solutions, Inc. 10 255 −23,64 830 −19,75
2025-07-18 13F Magnolia Private Wealth, LLC 3 296 −9,03 262 −5,76
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