DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund - Institusjonelt eierskap - Selgere

WisdomTree Trust - WisdomTree U.S. High Dividend Fund
US ˙ ARCA ˙ US97717W2089

Institusjonelle- og Fondseierskap - Selgere

Denne siden viser institusjoner, fond og større aksjonærer som har redusert sine beholdninger eller stengt sine posisjoner i løpet av den siste rapporteringsperioden. Røde rader indikerer lukkede posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

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Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4 901 −0,95 470 −4,08
2025-07-25 13F Cwm, Llc 844 212 −1,18 81 −3,57
2025-08-19 13F National Asset Management, Inc. 3 621 −10,28 348 −7,71
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 2 570 −74,79 247 −75,67
2025-08-15 13F Equitable Holdings, Inc. 3 217 −2,13 309 −5,23
2025-04-30 13F Allworth Financial LP 0 −100,00 0
2025-05-15 13F Fort Point Capital Partners LLC 0 −100,00 0
2025-07-29 13F ShoreHaven Wealth Partners, LLC 6 684 −61,49 642 −62,75
2025-08-04 13F Linscomb & Williams, Inc. 345 217 −1,96 33 134 −5,10
2025-04-16 13F Ferguson Wellman Capital Management, Inc 0 −100,00 0
2025-08-07 13F Commerce Bank 24 800 −2,53 2 380 −5,67
2025-07-15 13F Axis Wealth Partners, LLC 13 808 −5,25 1 233 −6,73
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10 326 −17,57 1 014 −18,44
2025-07-17 13F Janney Montgomery Scott LLC 20 495 −28,96 2 −50,00
2025-08-11 13F One Capital Management, LLC 0 −100,00 0
2025-07-22 13F Merit Financial Group, LLC 11 153 −1,52 1 070 −4,72
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 −100,00 0
2025-07-18 13F Cooper Financial Group 3 082 −17,08 296 −19,84
2025-08-14 13F Qube Research & Technologies Ltd 267 −34,88 26 −37,50
2025-07-18 13F Truist Financial Corp 18 981 −8,30 1 822 −11,26
2025-08-14 13F Avant Capital LLC 2 450 −3,16 235 −6,00
2025-07-22 13F Gemmer Asset Management LLC 2 201 −23,42 211 −25,70
2025-07-08 13F Nbc Securities, Inc. 5 290 −9,77 1
2025-04-03 13F Central Pacific Bank - Trust Division 0 −100,00 0 −100,00
2025-08-12 13F Clearwater Capital Advisors, LLC 6 084 −4,88 584 −8,04
2025-05-01 13F LRI Investments, LLC 0 −100,00 0 −100,00
2025-07-24 13F Us Bancorp \de\ 2 275 −2,15 218 −5,22
2025-05-15 13F Newbridge Financial Services Group, Inc. 0 −100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 11 909 −1,22 1 143 −4,35
2025-08-05 13F Financial Sense Advisors, Inc. 2 222 −1,51 213 −4,48
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31 455 −34,16 3 −25,00
2025-07-10 13F Western Pacific Wealth Management, LP 972 −28,37 93 −30,60
2025-07-15 13F Oxinas Partners Wealth Management LLC 8 465 −1,17 812 −4,36
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-05-07 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-04-03 13F First Hawaiian Bank 0 −100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Avantax Planning Partners, Inc. 23 459 −2,17 2 252 −5,30
2025-04-16 13F Goldstone Financial Group, LLC 0 −100,00 0
2025-07-21 13F Precedent Wealth Partners, Llc 60 052 −3,54 5 764 −6,64
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18 846 −43,57 1 869 −40,07
2025-08-04 13F IFG Advisory, LLC 4 792 −7,74 460 −10,87
2025-07-29 13F Uhlmann Price Securities, Llc 4 674 −60,75 449 −62,03
2025-08-12 13F Waterloo Capital, L.P. 0 −100,00 0
2025-08-04 13F Atria Investments Llc 4 247 −1,14 408 −4,24
2025-07-29 13F Interactive Financial Advisors 5 904 −0,72 567 −3,90
2025-05-01 13F Fulcrum Equity Management 0 −100,00 0
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 17 257 −0,24 1 656 −3,44
2025-04-14 13F City Center Advisors, LLC 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 3 261 −20,98 313 −23,47
2025-07-25 13F Apollon Wealth Management, LLC 2 494 −7,36 239 −10,15
2025-08-11 13F Aptus Capital Advisors, LLC 1 210 −10,37 116 −12,78
2025-05-02 13F Dakota Wealth Management 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 44 307 −23,33 4 253 −25,79
2025-08-04 13F Virtus Family Office LLC 8 784 −40,60 843 −42,50
2025-08-04 13F Pensionmark Financial Group, Llc 15 823 −1,25 1 519 −4,41
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-15 13F Armis Advisers, LLC 0 −100,00 0 −100,00
2025-04-14 13F Wedmont Private Capital 0 −100,00 0
2025-07-25 13F Community Bank, N.A. 14 340 −0,87 1 376 −4,04
2025-08-05 13F Bank Of Montreal /can/ 665 −36,97 64 −39,42
2025-04-24 13F Bordeaux Wealth Advisors LLC 0 −100,00 0
2025-04-10 13F Iams Wealth Management, Llc 0 −100,00 0
2025-08-12 13F LPL Financial LLC 423 221 −3,30 40 621 −6,40
2025-08-14 13F Wells Fargo & Company/mn 502 731 −1,22 48 252 −4,38
2025-04-18 13F Optivise Advisory Services LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 302 065 −1,14 28 992 −4,31
2025-08-13 13F Colonial Trust Co / SC 446 −10,80 43 −14,29
2025-08-14 13F Warren Averett Asset Management, LLC 10 272 −0,15 986 −3,43
2025-04-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 2 400 −55,36 230 −56,85
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 701 −11,49 67 −14,10
2025-08-13 13F Botty Investors LLC 21 825 −5,83 2 095 −8,88
2025-08-13 13F Northwestern Mutual Wealth Management Co 7 583 −6,19 728 −9,24
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-08 13F Apella Capital, LLC 2 192 −2,53 214 4,39
2025-08-14 13F Comerica Bank 7 636 −55,20 733 −56,69
2025-08-19 13F Advisory Services Network, LLC 8 947 −2,41 865 −4,84
2025-07-14 13F Park Avenue Securities Llc 3 908 −1,59 0
2025-08-11 13F Western Wealth Management, LLC 3 736 −6,37 359 −9,37
2025-08-04 13F Creative Financial Designs Inc /adv 34 −51,43 3 −50,00
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 2 115 −12,17 203 −15,13
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F BancorpSouth Bank 14 748 −0,17 1 416 −3,35
2025-08-14 13F Vivaldi Capital Management, LLC 2 664 −6,53 256 −9,57
2025-08-05 13F Bank of New York Mellon Corp 3 273 −70,22 314 −71,17
2025-07-11 13F Elk River Wealth Management, LLC 5 782 −0,62 555 −3,82
2025-08-18 13F N.E.W. Advisory Services LLC 309 −28,47 30 −30,95
2025-08-06 13F AE Wealth Management LLC 0 −100,00 0
2025-07-15 13F Evanson Asset Management, LLC 79 833 −1,42 7 662 −4,58
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F KWB Wealth 2 583 −0,65 256 5,79
2025-07-02 13F Lvm Capital Management Ltd/mi 33 667 −15,27 3 0,00
2025-04-01 13F/A Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 11 679 −1,60 1 121 −4,76
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0 −100,00
2025-07-28 13F Mutual Advisors, LLC 34 509 −0,84 3 408 5,91
2025-07-29 13F Stratos Wealth Partners, LTD. 4 293 −12,26 412 −15,05
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