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

WisdomTree Trust - WisdomTree U.S. MidCap Fund
US ˙ ARCA ˙ US97717W5702

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
(%)
2026-04-24 13F Medallion Wealth Advisors, LLC 3 971 −1,61 267 −1,12
2026-04-22 13F Janney Montgomery Scott LLC 21 292 −21,60 1 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 12 555 −13,46 844 −13,00
2026-05-14 13F HighPoint Advisor Group LLC 5 377 −0,67 361 0,00
2026-04-22 13F Eqis Capital Management, Inc. 294 048 −2,48 19 766 −1,87
2026-02-06 13F Global Retirement Partners, LLC 92 −70,32 6 −70,00
2026-04-23 13F Davidson Kahn Capital Management, LLC 80 606 −4,94 5 418 −4,34
2026-04-21 13F Laurel Oak Wealth Management, Llc 5 668 −13,52 381 −12,81
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-05 13F HighTower Advisors, LLC 140 645 −9,89 9 454 −9,32
2026-05-08 13F Align Financial, LLC 3 103 −98,50 209 0,48
2026-05-14 13F Dana Investment Advisors, Inc. 5 458 −3,91 367 −3,43
2026-05-16 13F Sunbelt Securities, Inc. 0 −100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 46 851 −29,11 3 130 78 125,00
2026-04-10 13F Quaker Wealth Management, LLC 450 −1,53 30 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3 410 −5,70 229 −4,98
2026-05-04 13F Mml Investors Services, Llc 4 970 −3,64 334 −2,91
2026-05-11 13F Lionshead Wealth Management, LLC 42 512 −1,91 2 858 −1,31
2026-04-28 13F Oxler Private Wealth LLC 8 873 −4,28 596 −3,72
2026-04-22 13F Vicus Capital 4 897 −0,45 329 0,30
2026-04-15 13F Stanich Group LLC 4 043 −1,05 272 −0,37
2026-05-11 13F Ashton Thomas Private Wealth, LLC 3 132 −5,69 211 −4,98
2026-05-12 13F Culbertson A N & Co Inc 45 625 −0,19 3 067 0,43
2026-04-23 13F Cornerstone Wealth Management, LLC 5 435 −5,49 365 −4,95
2026-05-14 13F Hrt Financial Lp 0 −100,00 0
2026-05-06 13F TopTier Wealth Management, LLC 60 884 −0,05 4 093 0,57
2026-04-23 13F Capital Management Corp /va 4 050 −13,59 272 −13,10
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 80 211 −1,63 5 0,00
2026-05-14 13F Baird Financial Group, Inc. 322 814 −2,95 21 700 −2,34
2026-05-14 13F Rockefeller Capital Management L.P. 17 293 −1,73 1 162 −1,11
2026-04-16 13F Envision Financial LLC 8 361 −7,57 562 −6,95
2026-05-14 13F Raymond James Financial Inc 107 249 −28,27 7 209 −27,82
2026-05-11 13F Westwood Wealth Management 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 19 102 −0,33 1 284 0,31
2026-04-27 13F Great Point Wealth Advisors, LLC 48 857 −1,80 3 284 −1,17
2026-01-05 13F Chesapeake Asset Management Llc 0 −100,00 0 −100,00
2026-05-13 13F Ridge Creek Global, Inc 22 826 −0,17 1 534 0,46
2026-04-21 13F GHP Investment Advisors, Inc. 38 581 −1,18 2 593 −0,54
2026-04-13 13F Foster Group, Inc. 0 −100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 6 454 −1,07 434 −0,46
2026-04-15 13F Merit Financial Group, LLC 17 574 −15,28 1 181 −14,73
2026-05-15 13F Qube Research & Technologies Ltd 740 −0,13 50 0,00
2026-04-03 13F Investors Research Corp 1 799 −72,19 121 −72,22
2026-05-15 13F Warren Averett Asset Management, LLC 11 180 −5,08 752 −4,45
2026-05-01 13F Team Financial Group, LLC 6 558 −1,43 441 −0,90
2026-05-14 13F Quattro Advisors LLC 0 −100,00 0
2026-05-04 13F Envestnet Asset Management Inc 84 360 −1,83 5 671 −1,22
2026-05-14 13F Pinnacle Financial Partners, Inc. 86 876 −0,08 5 840 0,55
2026-05-07 13F Northwestern Mutual Wealth Management Co 10 465 −0,76 703 −0,14
2026-04-20 13F Breakwater Capital Group 79 810 −0,39 5 365 0,22
2026-04-13 13F Mather Group, Llc. 24 755 −0,59 1 664 0,06
2026-05-11 13F Sargent Investment Group, LLC 6 075 −19,80 408 −19,37
2026-01-29 13F Comerica Bank 2 250 −23,44 150 −22,28
2026-05-13 13F/A Jpmorgan Chase & Co 119 997 −0,74 7 855 −2,72
2026-05-12 13F Tiaa Trust, National Association 0 −100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 9 389 −29,90 631 −29,42
2026-05-15 13F Empowered Funds, LLC 0 −100,00 0 −100,00
2026-05-15 13F Equitable Holdings, Inc. 39 512 −57,65 2 639 −57,65
2026-05-15 13F GWM Advisors LLC 5 087 −6,87 30 −91,76
2026-05-15 13F Summit Financial, LLC 17 591 −0,47 1 182 0,17
2026-05-13 13F BlackRock, Inc. 0 −100,00 0
2026-04-24 13F Crux Wealth Advisors 21 885 −10,59 1 471 −10,03
2026-05-13 13F Cetera Investment Advisers 61 681 −4,19 4 146 −3,58
2026-05-12 13F Stifel Financial Corp 5 736 −9,43 386 −8,98
2026-05-15 13F Bank Of America Corp /de/ 494 646 −2,21 33 250 −1,60
2026-05-14 13F Colony Group, LLC 0 −100,00 0 −100,00
2026-04-20 13F ABLE Financial Group, LLC 0 −100,00 0
2026-05-05 13F UBS Group AG 580 020 −3,89 38 989 −3,29
2026-01-16 13F Ronald Blue Trust, Inc. 0 −100,00 0
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