DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund - Institutionelles Eigentümerschaft - Verkäufer

WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
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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
(%)
2026-05-01 13F Connecticut Wealth Management, LLC 18.706 -16,13 983 -14,61
2026-04-24 13F Medallion Wealth Advisors, LLC 7.827 -3,42 411 -1,67
2026-05-13 13F Clearwater Capital Advisors, LLC 5.717 -2,56 300 -0,66
2026-01-16 13F Perigon Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 34.503 -14,81 1.813 -13,26
2026-05-12 13F Colonial Trust Co / SC 2.012 -2,66 104 -3,74
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-21 13F Meridian Financial, LLC 18.504 -8,00 972 -6,27
2026-05-05 13F HighTower Advisors, LLC 295.524 -5,49 15.527 -3,77
2026-05-04 13F Mml Investors Services, Llc 86.271 -34,09 4.533 -32,90
2026-05-15 13F Tower Research Capital LLC (TRC) 3 -99,98 0 -100,00
2026-05-06 13F Gryphon Financial Partners LLC 17.848 -3,20 938 -1,47
2026-04-24 13F Stock Yards Bank & Trust Co 39.728 -2,13 2.087 -0,33
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-04-20 13F Centennial Wealth Advisory LLC 11.742 -0,67 617 1,15
2026-01-30 13F BancorpSouth Bank 25.215 -1,97 1.301 -3,27
2026-04-23 13F J.w. Cole Advisors, Inc. 14.393 -8,64 756 30,57
2026-04-24 13F Midwest Capital Advisors, LLC 4.115 -0,96 216 0,93
2026-04-08 13F Selby Wealth Management, LLC 17.462 -2,68 917 -0,86
2026-04-20 13F Jfs Wealth Advisors, Llc 94.416 -5,93 4.961 -4,23
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 0 -100,00 0
2026-05-15 13F Nikulski Financial, Inc. 83.173 -4,79 4.370 -3,08
2026-05-15 13F Citadel Advisors Llc 35.085 -30,31 1.843 -29,03
2026-04-15 13F Signature Estate & Investment Advisors Llc 4.098 -67,07 215 -66,51
2026-05-07 13F Pacific Sun Financial Corp 21.790 -0,59 1.145 1,15
2026-05-14 13F Institute for Wealth Management, LLC. 8.464 -0,17 445 1,60
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 49.959 -4,40 2.625 -2,67
2026-05-14 13F Raymond James Financial Inc 1.003.719 -9,98 52.735 -8,34
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-12 13F Benjamin Edwards Inc 31.167 -0,58 1.639 1,24
2026-04-21 13F Wesbanco Bank Inc 31.770 -0,03 1.669 1,83
2026-05-04 13F Sigma Planning Corp 6.272 -12,35 330 -10,84
2026-04-23 13F Seek First Inc. 4.979 -14,26 262 -12,71
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 59.462 -66,50 3.124 -66,12
2026-04-24 13F Key FInancial Inc 6.789 -6,41 357 -4,81
2026-05-04 13F Sfam, Llc 438 -0,90 23 4,55
2026-05-11 13F Great Valley Advisor Group, Inc. 32.939 -1,87 1.731 -0,12
2026-04-16 13F Envision Financial LLC 32.450 -1,92 1.705 -0,18
2026-04-07 13F Park Avenue Securities Llc 48.925 -3,33 3 0,00
2026-04-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 25.167 -0,28 1.322 1,54
2026-05-15 13F Destination Wealth Management 236.414 -0,28 12.421 1,55
2026-05-06 13F Bartlett & Co. Wealth Management Llc 0 -100,00 0
2026-05-05 13F Rockport Wealth LLC 4.095 -55,86 215 -55,02
2026-05-14 13F Betterment LLC 13.296 -5,80 1
2026-04-27 13F Koshinski Asset Management, Inc. 7.825 -5,22 411 -3,52
2026-05-13 13F/A Jpmorgan Chase & Co 263.167 -9,92 13.585 -9,88
2026-04-14 13F Precedent Wealth Partners, Llc 231.191 -8,01 12.147 -6,34
2026-05-14 13F Kilter Group LLC 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 21.697 -19,36 1.140 -17,94
2026-05-07 13F Midland Wealth Advisors Llc 37.140 -3,08 1.951 -1,32
2026-04-27 13F PFG Investments, LLC 9.325 -2,68 490 -1,01
2026-05-08 13F Coldstream Capital Management Inc 465.970 -5,05 24.482 -3,32
2026-05-13 13F Cetera Investment Advisers 466.862 -15,03 24.529 -13,49
2026-04-23 13F Simmons Bank 13.554 -17,62 712 -16,14
2026-04-08 13F Melone Private Wealth, LLC 150.438 -3,81 7.904 -2,04
2026-04-08 13F Inspirion Wealth Advisors, Llc 85.247 -2,62 4.479 -0,84
2026-04-29 13F Marino, Stram & Associates Llc 16.026 -6,73 842 -4,97
2026-02-06 13F Great Diamond Partners, LLC 0 -100,00 0 -100,00
2026-02-11 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-22 13F RMR Wealth Builders 6.119 -10,25 322 -8,55
2026-04-27 13F Pensionmark Financial Group, Llc 7.340 -14,70 386 -13,29
2026-05-01 13F Johnson Investment Counsel Inc 13.086 -15,98 688 -14,45
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-05 13F BCGM Wealth Management, LLC 7.335 -8,47 385 -6,78
2026-01-29 13F Kickstand Ventures, Llc. 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 6.902 -24,24 363 -22,98
2026-02-12 13F Commonwealth Equity Services, Llc 586.910 -3,65 30.285 97.590,32
2026-04-27 13F Exencial Wealth Advisors, Llc 13.322 -0,66 700 1,16
2026-05-15 13F Fmr Llc 37.862 -7,90 1.989 -6,22
2026-04-30 13F Independence Bank of Kentucky 65.069 -1,16 3.419 0,62
2026-01-05 13F GAMMA Investing LLC 0 -100,00 0
2026-01-22 13F Rodgers & Associates, LTD 0 -100,00 0
2026-02-12 13F Wedbush Securities Inc 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 26.360 -2,14 1.360 -3,41
2026-04-14 13F Focus Financial Network, Inc. 17.178 -0,92 903 0,78
2026-05-05 13F Prosperity Consulting Group, LLC 38.061 -1,54 2.000 0,25
2026-04-17 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 253.829 -5,48 13.336 -5,04
2026-05-13 13F Archetype Wealth Partners 14.692 -0,21 1
2026-05-15 13F Goldman Sachs Group Inc 15.535 -15,88 816 -14,29
2026-04-22 13F JNBA Financial Advisors 48.380 -10,81 2.542 -9,19
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0 -100,00
2026-04-28 13F Flagship Harbor Advisors, Llc 7.144 -5,54 375 -3,85
2026-05-05 13F Atria Investments Llc 123.521 -1,01 6.490 0,79
2026-05-11 13F Linscomb & Williams, Inc. 1.578.807 -14,41 82.950 -12,85
2026-02-10 13F Bridges Investment Management Inc 0 -100,00 0
2026-04-10 13F Octavia Wealth Advisors, LLC 14.209 -1,65 747 0,00
2026-05-08 13F/A JPL Wealth Management, LLC 89.314 -0,76 4.693 1,06
2026-05-13 13F Mariner, LLC 183.155 -2,68 9.623 -0,92
2026-05-15 13F GWM Advisors LLC 4.644 -55,35 312 -41,79
2026-05-15 13F Equitable Holdings, Inc. 117.892 -5,37 6.084 -5,35
2026-05-05 13F Collaborative Wealth Managment Inc. 17.331 -9,39 911 -7,80
2026-05-13 13F Calton & Associates, Inc. 5.038 -3,60 265 -1,86
2026-05-08 13F Pnc Financial Services Group, Inc. 3.514 -22,15 185 -20,69
2026-05-13 13F Ameritas Investment Partners, Inc. 855 -21,20 45 -20,00
2026-05-14 13F Captrust Financial Advisors 73.152 -5,58 3.843 -3,85
2026-04-24 13F Private Advisor Group, LLC 47.760 -6,31 2.509 -4,60
2026-04-27 13F Denver Wealth Management, Inc. 17.804 -0,24 935 1,63
2026-04-24 13F Patten Group, Inc. 4.754 -1,37 250 0,40
2026-01-14 13F ORG Partners LLC 31.483 -24,42 1.625 -25,44
2026-04-27 13F Plimoth Trust Co Llc 8.653 -7,98 455 -6,39
2026-04-30 13F Sequoia Financial Advisors, LLC 4.116 -7,53 216 -5,68
2026-04-21 13F Pinnacle Associates Ltd 16.349 -6,09 859 -4,45
2026-02-06 13F BOK Financial Private Wealth, Inc. 0 -100,00 0
2026-04-27 13F Soltis Investment Advisors LLC 28.200 -5,28 1.482 -3,58
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 58.029 -4,07 3.049 101.500,00
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-04-30 13F Beacon Financial Group 84.993 -2,28 4.466 -0,49
2026-04-27 13F BIP Wealth, LLC 39.301 -15,05 2.065 -13,53
2026-05-05 13F Bank of New York Mellon Corp 156.993 -31,44 8.248 -30,20
2026-05-13 13F NewEdge Wealth, LLC 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 4.688 -1,99 246 0,00
2026-04-27 13F Beacon Financial Advisory LLC 4.835 -2,52 254 -0,39
2026-05-06 13F LPL Financial LLC 1.848.389 -5,21 97.114 -3,48
2026-04-27 13F Truist Financial Corp 31.223 -5,28 1.640 -3,59
2026-04-16 13F Consolidated Planning Corp 16.051 -3,47 843 -1,63
2026-05-12 13F Resurgent Financial Advisors LLC 27.470 -2,54 1.443 -0,76
2026-05-12 13F Causey Wealth LLC 17.958 -23,84 944 -22,45
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 2.633 -7,16 138 -5,48
2026-05-15 13F Quadcap Wealth Management, LLC 4.806 -0,37 253 1,61
2026-04-23 13F Howard Bailey Securities, Llc 9.483 -0,62 498 1,22
2026-05-06 13F MTM Investment Management, LLC 3.596 -23,10 189 -21,99
2026-05-07 13F Ironwood Investment Counsel, LLC 12.332 -2,26 648 -0,61
2026-05-18 13F Centaurus Financial, Inc. 39.250 -0,09 2 0,00
2026-05-12 13F CIBC Bancorp USA Inc. 5.080 -22,95 267 -22,67
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 4.645.518 -0,69 244.076 1,12
2026-05-14 13F Gladstone Institutional Advisory LLC 24.944 -0,19 1.311 1,63
2026-05-14 13F Trustmark National Bank Trust Department 12.856 -9,14 675 -7,53
2026-05-13 13F Yarger Wealth Strategies, Llc 37.232 -3,34 1.956 -1,56
2026-05-12 13F TD Waterhouse Canada Inc. 98.959 -1,07 5.218 1,24
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 16.586 -19,78 871 -18,29
2026-04-23 13F NewCorp Financial Services, Inc. 5.794 -1,98 304 0,00
2026-05-14 13F Modern Wealth Management, LLC 7.646 -9,89 403 -7,78
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-05-13 13F Principal Securities, Inc. 42.987 -0,07 2.259 1,76
2026-05-12 13F Cascade Financial Partners, LLC 85.960 -0,87 4.516 0,94
2026-04-15 13F Merit Financial Group, LLC 21.682 -14,24 1.139 -12,65
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 12.976 -6,43 682 -4,76
2026-01-12 13F RVW Wealth, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 1.353.416 -2,03 71.103 -0,25
2026-05-15 13F NorthRock Partners, LLC 5.586 -0,07 294 1,74
2026-01-29 13F Comerica Bank 26.122 -9,10 1.348 -10,32
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Triumph Capital Management 237 -2,47 12 0,00
2026-05-15 13F MAI Capital Management 328.941 -1,06 17.283 0,75
2026-04-14 13F Southland Equity Partners LLC 27.777 -1,92 1.459 -0,14
2026-05-15 13F AlphaCore Capital LLC 3.000 -25,00 158 -23,79
2026-05-15 13F United Capital Financial Advisers, Llc 65.680 -0,49 3.452 1,38
2026-05-15 13F Two Sigma Investments, Lp 6.900 -89,48 363 -89,30
2026-05-05 13F SOUTH STATE Corp 87.375 -10,50 4.591 -8,87
2026-02-12 13F CIBC Private Wealth Group, LLC 6.293 -4,55 325 -5,81
2026-04-15 13F Sage Capital Management, LLC 79.639 -0,52 4.185 1,28
2026-04-17 13F United Advisor Group, LLC 141.468 -0,92 7.433 0,88
2026-05-11 13F BankPlus Trust Department 3.348 -5,26 176 -3,85
2026-04-30 13F Private Trust Co Na 5.961 -23,07 313 -21,55
2026-05-06 13F Modera Wealth Management, LLC 110.358 -5,63 5.798 -3,91
2026-04-24 13F National Asset Management, Inc. 8.017 -11,29 414 -11,37
2026-05-15 13F GLOBALT Investments LLC / GA 18.065 -0,66 949 1,17
2026-04-22 13F Vicus Capital 18.235 -2,02 958 -0,21
2026-05-12 13F Vines Capital Management, LLC 11.573 -0,56 608 1,33
2026-05-14 13F HighPoint Advisor Group LLC 13.823 -0,83 726 0,97
2026-05-01 13F Emerald Investment Partners, Llc 24.707 -0,29 1.298 1,56
2026-05-13 13F Argent Trust Co 31.597 -3,66 1.660 -1,89
2026-04-23 13F Daviman Financial, LLC 0 -100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 117.327 -1,57 6.164 0,23
2026-02-03 13F Costello Asset Management, INC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 64.983 -9,33 3 0,00
2026-04-15 13F Founders Grove Wealth Partners, Llc 57.723 -3,10 3.033 -1,33
2026-04-03 13F Investors Research Corp 4.727 -5,97 248 -4,25
2026-04-16 13F Financial Management Network Inc 24.413 -22,42 1.330 -18,91
2026-04-29 13F/A True Link Financial Advisors, LLC 19.286 -4,93 1.013 -3,15
2026-04-08 13F Holos Integrated Wealth LLC 18.705 -9,12 993 -7,37
2026-04-28 13F DGS Capital Management, LLC 6.468 -5,48 340 -3,97
2026-06-01 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 88.462 -5,70 4.648 -7,83
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 83.196 -1,35 4.371 0,46
2026-04-22 13F Apollon Wealth Management, LLC 38.896 -22,02 2.044 -20,60
2026-05-13 13F Bank Of Montreal /can/ 6.963 -10,81 366 -9,20
2026-04-30 13F Kestra Advisory Services, LLC 364.806 -33,71 19.167 -32,50
2026-05-11 13F Salomon & Ludwin, LLC 38.946 -2,99 2.058 -2,60
2026-05-15 13F Vertex Planning Partners, LLC 9.083 -2,56 477 -0,62
2026-04-13 13F First Hawaiian Bank 55.858 -11,19 2.935 -9,58
2026-04-28 13F Kingswood Wealth Advisors, Llc 38.776 -15,19 2.037 -13,65
2026-05-19 13F Financial Insights, Inc. 49.551 -1,64 2.603 0,15
2026-04-29 13F Saxon Interests, Inc. 10.182 -16,70 535 -15,24
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-05-08 13F SHP Wealth Management 14.347 -13,77 754 -12,24
2026-05-11 13F Rossby Financial, LCC 17.586 -13,45 928 -11,55
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 32.649 -1,07 1.796 1,01
2026-05-13 13F Buckingham Strategic Partners 101.760 -1,20 5.346 0,60
2026-04-14 13F Well Done, LLC 41.724 -0,77 2.192 1,06
2026-04-10 13F AssuredPartners Investment Advisors, LLC 15.018 -0,99 797 1,79
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 124.710 -41,65 6.590 -41,93
2026-05-05 13F Putnam Fl Investment Management Co 10.684 -37,75 561 -36,61
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 227.381 -9,42 12 -8,33
2026-05-14 13F Rockefeller Capital Management L.P. 274.964 -0,02 14.447 1,80
2026-03-16 13F Bank of New Hampshire 0 -100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 1.505 -16,06 79 -14,13
2026-01-23 13F Guidance Capital, Inc 0 -100,00 0
2026-05-01 13F Team Financial Group, LLC 14.345 -2,04 754 -0,26
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 48.311 -0,43 2.538 1,40
2026-05-12 13F Avant Capital LLC 3.929 -14,16 206 -12,71
2026-05-12 13F Creative Planning 1.518.247 -0,02 79.769 1,80
2026-04-24 13F Goldstone Financial Group, LLC 161.651 -21,11 8.493 -19,67
2026-05-12 13F Atlantic Union Bankshares Corp 241.866 -17,21 12.708 -15,70
2026-05-20 13F SOA Wealth Advisors, LLC. 137 -82,07 7 -82,05
2026-05-07 13F MONECO Advisors, LLC 5.943 -9,38 312 -7,69
2026-05-15 13F Royal Bank Of Canada 526.235 -7,95 27.648 -6,27
2026-02-13 13F Colony Group, LLC 264.186 -5,12 13.634 -6,37
2026-02-10 13F Weaver Consulting Group 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 58.378 -0,89 3.067 0,92
2026-05-13 13F/A MWA Asset Management 3.860 -2,40 203 -0,98
2026-04-15 13F Silverlake Wealth Management Llc 43.072 -0,42 2.263 1,39
2026-04-21 13F Rooted Wealth Advisors, Inc. 3.816 -2,10 212 -1,40
2026-05-15 13F Segall Bryant & Hamill, Llc 114.398 -1,70 6.056 0,85
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