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
(%)
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-05 13F Sensible Money, LLC 11 866 −1,49 733 2,09
2025-08-12 13F Centric Wealth Management 6 995 −3,74 437 0,92
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8 842 −6,66 563 −0,35
2025-08-07 13F Montag A & Associates Inc 0 −100,00 0
2025-08-13 13F Oxler Private Wealth LLC 10 676 −5,51 659 −2,08
2025-08-13 13F Lauer Wealth, LLC 35 492 −54,51 2 213 −50,65
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 174 756 −0,95 10 795 2,65
2025-08-15 13F Northeast Financial Consultants Inc 29 505 −9,23 1 823 −5,94
2025-04-28 13F Great Point Wealth Advisors, LLC 59 905 −1,95 3 570 −6,52
2025-08-12 13F Jpmorgan Chase & Co 128 762 −16,97 7 954 −13,95
2025-07-30 13F Exencial Wealth Advisors, Llc 0 −100,00 0
2025-07-18 13F Vicus Capital 4 586 −21,30 283 −18,44
2025-08-05 13F GPS Wealth Strategies Group, LLC 249 −51,27 15 −50,00
2025-08-05 13F GHP Investment Advisors, Inc. 40 137 −1,56 2 479 2,02
2025-07-14 13F Cathy Pareto & Associates, Inc 8 186 −16,31 506 −13,23
2025-04-29 13F Bank of New York Mellon Corp 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 90 911 −1,61 5 616 1,98
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-14 13F Fmr Llc 2 865 −23,76 177 −21,08
2025-05-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 55 899 −15,24 3 453 −12,16
2025-08-13 13F Per Stirling Capital Management, LLC. 9 737 −2,33 601 1,18
2025-05-08 13F Harbour Investments, Inc. 0 −100,00 0
2025-07-18 13F Truist Financial Corp 416 759 −4,06 25 743 −0,56
2025-08-14 13F Stifel Financial Corp 6 336 −18,16 391 −15,18
2025-08-04 13F Pensionmark Financial Group, Llc 14 377 −12,98 888 −9,76
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 741 −5,61 46 −2,17
2025-08-15 13F Equitable Holdings, Inc. 81 987 −6,96 5 064 −3,58
2025-07-25 13F Northwest Capital Management Inc 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 15 417 −4,93 952 −1,45
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-12 13F LPL Financial LLC 195 415 −1,78 12 071 1,79
2025-07-22 13F Team Financial Group, LLC 7 001 −16,65 432 −13,60
2025-08-14 13F Note Advisors, LLC 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 25 303 −1,87 1 563 1,69
2025-07-09 13F Post Resch Tallon Group Inc. 3 440 −7,28 212 −3,64
2025-07-24 13F Blair William & Co/il 6 808 −2,49 421 0,96
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-08-14 13F Sargent Investment Group, LLC 7 575 −2,95 474 1,72
2025-08-14 13F Warren Averett Asset Management, LLC 12 634 −14,93 780 −11,86
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 82 954 −18,75 5 −16,67
2025-08-14 13F GWM Advisors LLC 5 549 −21,58 343 −18,76
2025-05-08 13F Tiaa Trust, National Association 0 −100,00 0 −100,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 9 620 −1,44 594 2,24
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-29 13F Crux Wealth Advisors 30 701 −26,15 1 896 −23,46
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0 −100,00
2025-08-04 13F Flagship Harbor Advisors, Llc 25 342 −6,48 1 565 −3,10
2025-08-12 13F Global Retirement Partners, LLC 528 −11,11 33 −13,51
2025-08-14 13F Synovus Financial Corp 82 203 −7,92 5 078 −4,57
2025-08-11 13F Wealthspire Advisors, LLC 6 618 −1,80 409 1,75
2025-05-06 13F Retirement Income Solutions, Inc 0 −100,00 0
2025-08-14 13F Comerica Bank 2 970 −8,95 183 −5,67
2025-08-14 13F Raymond James Financial Inc 142 634 −11,69 8 811 −8,48
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 13 867 −15,02 857 −11,93
2025-08-12 13F Lionshead Wealth Management, LLC 49 798 −6,00 3 076 −2,57
2025-08-15 13F Captrust Financial Advisors 0 −100,00 0
2025-07-07 13F Investors Research Corp 6 695 −0,86 414 2,74
2025-08-14 13F Wells Fargo & Company/mn 97 227 −0,74 6 006 2,88
2025-08-14 13F Sunbelt Securities, Inc. 0 −100,00 0
2025-07-15 13F RVW Wealth, LLC 16 313 −7,09 1 008 −3,73
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
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