DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund - Institutionelles Eigentümerschaft - Verkäufer

WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
US ˙ ARCA ˙ US25009XJS53

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 8.373 -15,98 301 -9,91
2026-04-30 13F Verdence Capital Advisors LLC 8.618 -18,36 310 -12,46
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 5.448 -0,42 196 6,56
2026-04-27 13F Plimoth Trust Co Llc 7.980 -4,32 287 2,88
2026-05-06 13F Cornerstone Planning Group LLC 268 -33,66 10 -28,57
2026-05-08 13F Bokf, Na 25.460 -0,34 915 7,14
2026-05-15 13F Glen Eagle Advisors, LLC 56.532 -3,51 2.032 3,68
2026-05-13 13F Clearwater Capital Advisors, LLC 22.957 -0,20 825 7,28
2026-04-16 13F Sterling Investment Counsel, LLC 8.434 -18,89 303 -15,13
2026-04-21 13F Pinnacle Associates Ltd 10.181 -17,46 366 -11,41
2026-05-12 13F Moneta Group Investment Advisors Llc 35.081 -2,01 1.261 5,26
2026-05-14 13F Cwm, Llc 12.059 -11,31 433
2026-05-15 13F Susquehanna International Group, Llp 29.191 -34,92 1.049 -30,07
2026-05-01 13F Midwest Trust Co 56.261 -2,19 2.022 5,09
2026-01-28 13F Milestone Asset Management, Llc 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 681.578 -10,78 24.496 -4,14
2026-05-15 13F Round Rock Advisors, LLC 13.949 -2,96 501 4,38
2026-04-14 13F Wealthcare Advisory Partners LLC 100.160 -2,71 3.600 4,53
2026-05-15 13F Mercer Global Advisors Inc /adv 850.320 -7,12 30.560 -0,21
2026-05-05 13F HighTower Advisors, LLC 78.059 -16,90 2.805 -10,73
2026-05-14 13F Diversified Enterprises, LLC 12.063 -0,11 434 7,44
2026-02-10 13F Tidemark, LLC 0 -100,00 0
2026-04-22 13F Vicus Capital 8.400 -17,33 302 -11,21
2026-04-20 13F SILVER OAK SECURITIES, Inc 7.658 -5,55 275 0,73
2026-04-29 13F IAG Wealth Partners, LLC 36.088 -9,27 1.297 -2,48
2026-04-27 13F Exencial Wealth Advisors, Llc 8.937 -7,75 321 -0,93
2026-05-04 13F Mml Investors Services, Llc 47.000 -16,94 1.689 -10,73
2026-05-11 13F HBK Sorce Advisory LLC 25.264 -6,31 977 -3,84
2026-04-13 13F Bank of New Hampshire 990 -35,71 36 -31,37
2026-02-02 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-04-27 13F Truist Financial Corp 75.646 -7,44 2.719 -0,55
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 1.425.551 -5,36 51.234 1,69
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 3.586 -0,03 129 7,56
2026-05-14 13F Collar Capital Management, LLC 11.193 -28,88 402 -23,57
2026-05-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-04-16 13F Montecito Bank & Trust 12.785 -50,92 459 -47,30
2026-04-15 13F Aspen Investment Management Inc 57.776 -0,26 2 100,00
2026-05-14 13F Hazlett, Burt & Watson, Inc. 2.044 -20,31 0
2026-05-01 13F 180 Wealth Advisors, Llc 57.080 -1,75 2.051 5,56
2025-12-09 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 80.810 -12,71 2.904 -6,20
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100,00 0
2026-05-12 13F Causey Wealth LLC 6.562 -50,40 236 -46,83
2026-05-12 13F Cascade Financial Partners, LLC 159.821 -1,06 5.744 6,29
2026-05-14 13F Raymond James Financial Inc 747.670 -3,61 26.871 3,56
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 70.141 -0,47 2.488 5,52
2026-05-11 13F Great Valley Advisor Group, Inc. 15.893 -17,90 571 -11,75
2026-04-08 13F Evanson Asset Management, LLC 90.554 -7,64 3.254 -0,76
2026-04-06 13F CX Institutional 7.269 -8,03 0
2026-05-07 13F Pacific Sun Financial Corp 8.920 -1,65 321 5,61
2026-04-23 13F Blue Rock Wealth Management LLC 8.957 -25,60 322 -20,15
2026-05-05 13F Smith, Moore & Co. 22.868 -10,71 822 -4,09
2026-04-21 13F Wesbanco Bank Inc 40.819 -0,23 1.467 7,24
2026-05-15 13F JT Stratford LLC 11.670 -2,89 419 4,49
2026-04-27 13F BIP Wealth, LLC 213.769 -5,95 7.683 1,05
2026-04-16 13F Stonebridge Wealth Management, LLC 140.617 -4,10 5.054 3,04
2026-04-24 13F Key FInancial Inc 158.701 -1,91 5.704 5,40
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 7.236 -18,33 260 -12,16
2026-05-14 13F Gladstone Institutional Advisory LLC 17.148 -5,92 616 1,15
2026-05-12 13F Colonial Trust Co / SC 3.157 -2,62 112 1,83
2026-02-12 13F Commonwealth Equity Services, Llc 245.104 -26,52 8.199 74.427,27
2026-05-15 13F IHT Wealth Management, LLC 19.841 -7,69 713 -0,70
2026-01-26 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 20.520 -8,00 737 -1,21
2026-05-15 13F Destination Wealth Management 329.246 -0,77 11.833 6,61
2026-05-13 13F/A Jpmorgan Chase & Co 175.720 -9,52 6.221 -4,25
2026-04-30 13F Waterfront Wealth Inc. 33.791 -1,14 1.214 -0,16
2026-05-11 13F Insight Advisors, LLC/ PA 17.129 -0,85 616 6,59
2026-05-13 13F Triumph Capital Management 358 -2,98 13 0,00
2026-05-13 13F Principal Securities, Inc. 31.348 -0,93 1.127 6,43
2026-04-17 13F/A Founders Financial Securities Llc 11.792 -20,59 444 -10,69
2026-04-23 13F Oppenheimer & Co Inc 33.961 -2,25 1.221 4,99
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 217.761 -2,18 7.826 5,10
2026-01-29 13F Comerica Bank 19.410 -11,79 649 -12,42
2026-04-17 13F United Advisor Group, LLC 14.668 -1,27 527 6,25
2026-05-11 13F Integrity Alliance, Llc. 17.762 -0,58 638 6,87
2026-05-15 13F Ascent Group, LLC 49.877 -5,45 1.793 1,59
2026-05-05 13F SOUTH STATE Corp 329 -98,12 12 -98,12
2026-05-15 13F Citadel Advisors Llc 33.052 -0,91 1.188 6,46
2026-04-17 13F Webster Bank, N. A. 1.375 -33,57 49 -28,99
2026-04-30 13F Robinson Smith Wealth Advisors Llc 8.855 -12,41 318 -5,92
2026-05-05 13F UBS Group AG 1.387.244 -6,80 49.858 0,14
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 8.777 -4,73 315 2,27
2026-04-08 13F Inspirion Wealth Advisors, Llc 38.398 -1,05 1.380 6,32
2026-04-23 13F Harbor Investment Advisory, Llc 26.822 -21,32 964 -15,53
2026-05-14 13F Cowa, Llc 27.220 -3,12 978 4,15
2026-04-22 13F Janney Montgomery Scott LLC 124.839 -2,32 4 0,00
2026-05-01 13F Emerald Investment Partners, Llc 28.099 -0,97 1.010 6,32
2026-05-13 13F Archetype Wealth Partners 13.947 -0,07 1
2026-04-22 13F SC&H Financial Advisors, Inc. 34.199 -1,37 1.229 6,04
2026-04-15 13F Founders Grove Wealth Partners, Llc 60.029 -4,33 2.157 2,81
2026-05-06 13F TopTier Wealth Management, LLC 59.059 -3,72 2.123 3,46
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-02-02 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 35.651 -0,35 1.281 7,11
2026-05-12 13F CBIZ Investment Advisory Services, LLC 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 52.401 -2,20 1.900 4,11
2026-05-13 13F Bank Of Montreal /can/ 9.719 -8,17 349 -1,41
2026-04-10 13F AssuredPartners Investment Advisors, LLC 15.102 -0,85 550 8,06
2026-04-14 13F Invenio Wealth Partners Llc 7.234 -22,99 260 -17,52
2026-04-22 13F Apollon Wealth Management, LLC 33.186 -23,40 1.193 -17,74
2026-05-05 13F Prosperity Consulting Group, LLC 152.818 -7,21 5.492 -0,29
2026-05-15 13F/A Independent Financial Group, Llc 16.613 -1,61 597 5,85
2026-05-15 13F AlphaCore Capital LLC 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 6.485 -52,61 233 -49,35
2026-05-14 13F Allworth Financial LP 4.604 -32,99 165 -27,95
2026-03-12 13F Farmers National Bank 74.707 -0,84 2.499 -1,54
2026-04-14 13F Madrona Financial Services, LLC 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 12.719 -11,50 457 -4,79
2026-05-04 13F Chicago Partners Investment Group LLC 11.954 -14,43 457 -8,06
2026-05-08 13F Align Financial, LLC 1.167 -97,00 42 7,89
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 210 -33,96 7 -30,00
2026-05-15 13F Cerity Partners LLC 70.613 -24,56 2.538 -18,97
2026-05-15 13F Beacon Pointe Advisors, LLC 17.648 -6,34 634 0,63
2026-05-07 13F Dakota Wealth Management 8.655 -9,78 311 -2,81
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 114.540 -19,72 4.153 -15,61
2026-04-22 13F JNBA Financial Advisors 50.701 -3,94 1.822 3,23
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-01-12 13F Abound Wealth Management 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 7.647 -12,31 0
2026-04-22 13F Abundance Wealth Counselors 14.483 -0,47 521 7,00
2026-04-28 13F SBI Securities Co., Ltd. 1.238 -13,12 44 -6,38
2026-05-15 13F/A Prepared Retirement Institute LLC 10.911 -8,09 392 -1,26
2026-05-04 13F H&H Retirement Design & Management INC 183.610 -2,36 7.095 4,08
2026-05-07 13F New Insight Wealth Advisors 8.758 -1,57 315 5,72
2026-05-13 13F Lido Advisors, LLC 6.013 -14,23 216 -8,09
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 63.551 -0,82 2.284 6,58
2026-05-12 13F Creative Planning 1.347.290 -1,12 48.422 6,24
2026-05-05 13F Atria Investments Llc 11.309 -24,71 406 -19,12
2026-05-15 13F Smartleaf Asset Management LLC 34 -33,33 1 0,00
2026-02-06 13F GPS Wealth Strategies Group, LLC 93 -97,67 3 -97,76
2026-05-15 13F GWM Advisors LLC 28.255 -26,28 240 -81,36
2026-05-12 13F M&t Bank Corp 1.031.795 -2,39 37.083 4,88
2026-04-08 13F Sharper & Granite LLC 12.860 -40,07 462 -35,56
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 35.099 -3,14 1.261 4,04
2026-05-06 13F Hartland & Co., LLC 19.362 -8,85 696 -2,11
2026-04-09 13F McNamara Financial Services, Inc. 13.117 -0,48 471 7,05
2026-05-05 13F Collaborative Wealth Managment Inc. 9.886 -2,14 355 5,34
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2.008 -13,34 72 -6,49
2026-04-24 13F Private Advisor Group, LLC 26.363 -5,15 947 1,94
2026-05-11 13F Kondo Wealth Advisors, Inc. 22.674 -5,11 815 1,88
2026-04-21 13F Powers Advisory Group, LLC 48.861 -0,40 1.756 7,07
2026-02-10 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-04-30 13F Beacon Financial Group 64.234 -3,53 2.309 3,64
2026-05-07 13F Northwestern Mutual Wealth Management Co 56.715 -1,76 2.038 5,54
2026-05-14 13F Captrust Financial Advisors 14.973 -1,62 538 5,70
2026-05-12 13F Ameritas Advisory Services, LLC 10.159 -0,77 365 6,73
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
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