Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. LargeCap Fund includono 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, e SRS Capital Advisors, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
