WTV / WisdomTree Trust - WisdomTree U.S. Value Fund - Institutionelles Eigentümerschaft - Verkäufer

WisdomTree Trust - WisdomTree U.S. Value Fund
US ˙ ARCA

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
(%)
2026-05-05 13F Sanctuary Advisors, LLC 45.563 -12,48 4.316 -11,14
2026-05-14 13F Menora Mivtachim Holdings Ltd. 112.212 -5,56 10.630 -4,11
2026-05-15 13F Mercer Global Advisors Inc /adv 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 15.114 -1,16 1.432 0,35
2026-01-28 13F Hoey Investments, Inc 0 -100,00 0 -100,00
2026-01-29 13F UBS Group AG 0 -100,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-01-29 13F Comerica Bank 2.939 -10,83 274 -8,36
2026-04-23 13F Prism Advisors, Inc. 184.607 -5,92 17.488 -4,48
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-28 13F Nbt Bank N A /ny 67 -27,96 6 0,00
2026-05-06 13F O'Brien Greene & Co. Inc 4.322 -14,42 409 -13,16
2026-04-27 13F Pensionmark Financial Group, Llc 7.646 -23,62 724 -22,40
2026-05-01 13F Mutual Advisors, LLC 4.996 -0,81 473 0,85
2026-04-27 13F Beacon Financial Advisory LLC 5.231 -4,91 496 -3,51
2026-04-28 13F Stratos Wealth Partners, LTD. 28.767 -29,24 2.725 -28,16
2026-05-15 13F Susquehanna International Group, Llp 29.759 -2,41 2.819 -0,88
2026-05-13 13F Brinker Capital Investments, LLC 54.724 -8,29 5.184 -6,90
2026-05-04 13F Mml Investors Services, Llc 88.880 -27,55 8.420 -26,45
2026-05-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2026-05-15 13F Leslie Global Wealth, LLC 68.577 -3,43 6.496 -1,95
2026-04-07 13F Cooper Financial Group 28.151 -3,51 2.667 -2,06
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 17.820 -14,20 1.688 -12,85
2026-05-13 13F Lido Advisors, LLC 284.102 -9,00 26.913 -5,28
2026-05-13 13F AE Wealth Management LLC 80.390 -13,81 7.615 -12,49
2026-01-26 13F Valmark Advisers, Inc. 0 -100,00 0
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 4.399 -4,80 0
2026-04-22 13F JNBA Financial Advisors 315 -22,98 30 -23,68
2026-05-05 13F Quartz Partners, LLC 3.248 -10,13 308 -8,90
2026-05-14 13F Gladstone Institutional Advisory LLC 2.525 -5,85 239 -4,40
2026-04-15 13F Signature Estate & Investment Advisors Llc 7.411 -0,31 702 1,30
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 139.486 -0,14 13.213 1,39
2026-05-28 13F Lavelle Capital Lp 0 -100,00 0 -100,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 237.958 -32,38 22.516 -32,93
2026-02-13 13F Kane Investment Management, Inc. 0 -100,00 0
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0 -100,00
2026-05-01 13F Thrivent Financial For Lutherans 3.084 -1,97 0
2026-04-24 13F Capital Asset Advisory Services LLC 119.177 -0,23 11.793 3,49
2026-01-29 13F Concurrent Investment Advisors, LLC 54.785 -3,53 5.111 -1,10
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 3.282 -45,28 311 -44,54
2026-04-15 13F Fifth Third Securities, Inc. 9.270 -12,35 878 -10,95
2026-04-14 13F XY Planning Network, Inc. 4.654 -30,66 440 -29,87
2026-04-22 13F Onyx Bridge Wealth Group LLC 204.293 -13,62 19.353 -12,29
2026-05-15 13F Anderson Financial Strategies, LLC 221.408 -0,50 21.915 5,56
2026-01-14 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 16.403 -2,80 1.554 -1,33
2026-05-14 13F Modern Wealth Management, LLC 57.220 -12,26 5.404 -11,19
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 8.471 -81,76 3.717 -14,22
2026-05-14 13F Cwm, Llc 84.763 -0,75 8.030 114.600,00
2026-05-11 13F REAP Financial Group, LLC 3.487 -14,11 330 -12,70
2026-05-08 13F Russell Investments Group, Ltd. 0 -100,00 0
2026-04-22 13F Matauro, Llc 11.517 -0,23 1.091 1,21
2026-05-07 13F Northwestern Mutual Wealth Management Co 308.847 -14,39 29.257 -13,08
2026-05-15 13F Rehmann Capital Advisory Group 4.447 -3,24 423 -1,17
2026-05-13 13F Ameritas Investment Partners, Inc. 164.860 -1,68 15.617 -0,17
2026-05-15 13F Keating Financial Advisory Services, Inc. 26.415 -41,97 2.502 -41,09
2026-05-06 13F Ceera Investments, Llc 51.698 -5,66 4.897 -4,21
2026-05-08 13F Blair William & Co/il 144 -85,28 14 -85,71
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 7.242 -4,79 686 -3,24
2026-02-06 13F Global Retirement Partners, LLC 84.724 -0,03 7.905 2,48
2026-01-30 13F Us Bancorp \de\ 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 819 -68,99 77 -68,70
2026-05-15 13F Armis Advisers, LLC 4.194 -4,66 416 0,97
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-02 13F Hilltop National Bank 34 -75,36 3 -75,00
2026-05-15 13F AlphaCore Capital LLC 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 6.161 -24,03 584 -22,88
2026-05-11 13F Integrity Alliance, Llc. 18.006 -2,37 1.706 -0,87
2026-04-24 13F Swmg, Llc 0 -100,00 0
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