EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. SmallCap Fund
US ˙ ARCA ˙ US97717W5629

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
(%)
2025-04-10 13F Cathy Pareto & Associates, Inc 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6 512 −13,84 345 −6,50
2025-08-14 13F Bank Of America Corp /de/ 769 014 −5,23 39 189 −1,12
2025-08-13 13F Oxler Private Wealth LLC 13 164 −8,96 671 −5,10
2025-08-26 13F Claris Financial LLC 16 342 −33,43 833 −37,16
2025-07-29 13F Smithbridge Asset Management Inc/de 6 591 −84,77 336 −84,15
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-04 13F Linscomb & Williams, Inc. 171 819 −2,18 8 756 2,06
2025-08-12 13F Steward Partners Investment Advisory, Llc 21 854 −64,36 1 114 −62,83
2025-08-12 13F Archer Investment Corp 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 24 890 −90,86 1 268 −91,37
2025-05-19 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-07-15 13F Herbst Group, Llc 29 806 −1,97 1 519 2,22
2025-08-12 13F Jpmorgan Chase & Co 44 080 −15,62 2 246 −11,96
2025-08-14 13F Ameriprise Financial Inc 488 696 −0,15 24 909 4,44
2025-08-11 13F HighTower Advisors, LLC 0 −100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 0 −100,00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 134 700 −1,71 6 864 2,57
2025-08-08 13F Cetera Investment Advisers 313 673 −1,66 15 985 2,61
2025-08-06 13F Commonwealth Equity Services, Llc 104 907 −8,76 5 0,00
2025-08-14 13F Blue Capital, Inc. 0 −100,00 0
2025-08-14 13F UBS Group AG 720 106 −1,88 36 697 2,38
2025-07-30 13F Eqis Capital Management, Inc. 4 962 −1,70 253 2,44
2025-08-13 13F Transce3nd, LLC 711 −0,70 36 5,88
2025-08-12 13F Nemes Rush Group LLC 9 215 −37,70 470 −35,04
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-07 13F Howard Bailey Securities, Llc 48 781 −0,52 2 486 3,76
2025-08-14 13F CoreCap Advisors, LLC 2 434 −0,65 124 4,20
2025-08-06 13F Prospera Financial Services Inc 15 653 −22,01 799 −18,65
2025-08-11 13F NewEdge Wealth, LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-04-09 13F Graves-Light Private Wealth Management, Inc. 0 −100,00 0
2025-08-15 13F Morgan Stanley 726 470 −3,13 37 021 1,07
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 0 −100,00 0
2025-08-11 13F Invenio Wealth Partners Llc 0 −100,00 0
2025-08-12 13F Clearwater Capital Advisors, LLC 4 230 −1,76 216 2,38
2025-07-24 13F Blair William & Co/il 12 599 −12,26 642 −8,42
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 18 553 −4,04 1
2025-08-11 13F Culbertson A N & Co Inc 62 454 −1,45 3 183 2,81
2025-05-08 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-14 13F Colony Group, LLC 3 975 −37,15 203 −34,42
2025-05-01 13F Quest 10 Wealth Builders, Inc. 46 −50,00 2 −50,00
2025-07-15 13F Fifth Third Bancorp 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 0 −100,00 0
2025-04-29 13F U.S. Capital Wealth Advisors, LLC 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 0 −100,00 0
2025-04-25 13F Joel Isaacson & Co., LLC 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 5 167 −2,18 266 3,50
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 111 081 −1,16 5 660 3,12
2025-05-07 13F Motco 0 −100,00 0
2025-08-14 13F/A Forefront Analytics, LLC 20 571 −20,90 1 048 −17,42
2025-08-14 13F Two Sigma Investments, Lp 45 700 −43,58 2 329 −41,15
2025-05-08 13F Wellington Shields Capital Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Raymond James Financial Inc 106 755 −0,52 5 440 3,80
2025-08-14 13F Comerica Bank 2 905 −20,13 148 −16,38
2025-07-29 13F Crux Wealth Advisors 4 988 −65,58 254 −64,07
2025-08-05 13F Key FInancial Inc 255 510 −19,37 13 021 −15,87
2025-07-15 13F World Equity Group, Inc. 5 751 −2,13 293 0,69
2025-08-14 13F Susquehanna International Group, Llp 27 966 −79,01 1 425 −78,10
2025-08-06 13F Savant Capital, LLC 215 894 −7,90 11 002 −3,90
2025-08-15 13F Captrust Financial Advisors 3 945 −23,10 201 −19,60
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-02 13F Lvm Capital Management Ltd/mi 4 326 −0,69 0
2025-08-08 13F Kingsview Wealth Management, LLC 5 210 −1,14 266 3,11
2025-05-21 13F/A Geneos Wealth Management Inc. 0 −100,00 0 −100,00
2025-07-28 13F RFG Advisory, LLC 5 912 −6,34 301 −2,27
2025-07-29 13F Uhlmann Price Securities, Llc 4 587 −5,03 234 −0,85
2025-08-14 13F Mml Investors Services, Llc 7 734 −11,04 0
2025-08-06 13F AE Wealth Management LLC 2 309 −5,02 118 −0,85
2025-07-17 13F New Perspectives, Inc 25 905 −16,30 1 320 −12,64
2025-08-08 13F Avantax Advisory Services, Inc. 48 331 −0,45 2 463 3,84
2025-08-11 13F Principal Securities, Inc. 739 −15,93 38 −21,28
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