Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i WisdomTree Trust - WisdomTree U.S. LargeCap Fund inkluderer Systelligence, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, WealthPlan Investment Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Centaurus Financial, Inc., GWM Advisors LLC, Focus Financial Network, Inc., Swmg, Llc, Mutual Advisors, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, First Trust Advisors Lp, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, og SRS Capital Advisors, Inc. .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 237 | 0,21 | 1 725 | 12,38 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 810 | 3,89 | 308 | 12,04 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 69 955 | 7,12 | 4 478 | 15,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 615 | 2,44 | 1 599 | 12,22 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 824 | 245 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 74 018 | 7,42 | 4 738 | 15,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 722 | 0 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 139 475 | 0,02 | 8 925 | 7,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 678 | 2,01 | 876 | 10,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 132 | 2,33 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 82 899 | 0,90 | 5 306 | 8,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 138 096 | 4,61 | 8 840 | 12,96 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 61 | 4 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 10 956 | 0,37 | 701 | 8,35 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 105 | 0,96 | 0 | |||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 526 | 34 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 543 | 19,74 | 227 | 29,14 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 792 460 | 1,78 | 50 725 | 9,90 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 26 464 | 1 694 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 445 451 | 5,27 | 28 513 | 13,67 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 225 | 0,84 | 462 | 8,96 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 277 453 | 15,11 | 17 760 | 20,43 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 41 934 | 94,91 | 2 684 | 120,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 146 | 42,70 | 1 285 | 54,51 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 480 | 0,42 | 31 | 7,14 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 4 476 | 295 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 52 775 | 3,19 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 209 | 29,03 | 589 | 39,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 754 | 0,16 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 718 | 238 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 3 194 | 204 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 9 001 | 0,01 | 574 | 7,50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 506 | 0,14 | 544 | 8,15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22 806 | 76,39 | 1 460 | 90,47 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 28 537 | 1 827 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 278 743 | 13,04 | 81 852 | 22,06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 050 | 267 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 019 | 256,60 | 1 601 | 285,78 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 182 | 0,33 | 332 | 8,17 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 140 061 | 8 965 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 227 | 3,48 | 463 | 11,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34 195 | 16,11 | 2 189 | 25,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 777 | 6,07 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 110 | 19,47 | 1 351 | 24,98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 27 144 | 5,23 | 1 737 | 13,60 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 111 186 | 7 117 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 690 | 428 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 54 400 | 3 482 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 7 317 | 468 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 109 748 | 16,42 | 7 025 | 25,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 42 212 | 27,21 | 2 702 | 37,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 93 914 | 0,00 | 6 011 | 7,98 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 87 260 | 9,59 | 5 586 | 18,33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 563 | 1 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 451 840 | 5,96 | 28 922 | 14,41 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 98 447 | 2,21 | 6 302 | 10,37 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 23 947 | 1 533 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 428 | 2 957,14 | 27 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 788 | 306 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 10 914 | 0,01 | 699 | 8,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 47 945 | 13,58 | 3 069 | 22,62 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 52 505 | 3 361 | ||||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 8 954 | 0,27 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 240 188 | 8,62 | 15 374 | 17,29 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8 167 | 5,18 | 523 | 13,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 78 849 | 191,95 | 5 047 | 215,24 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 394 | 100,00 | 473 | 115,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 640 | 60,00 | 41 | 73,91 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 920 | 251 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 882 | 0,05 | 120 | 11,11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 561 | 1,40 | 228 | 9,13 |
