Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. Multifactor Fund includono Systelligence, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Cwm, Llc, IHT Wealth Management, LLC, Centaurus Financial, Inc., EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Thoroughbred Financial Services, Llc, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, e Kilter Group LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5.486 | 281 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13.666 | 700 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 7.332 | 0,21 | 376 | 3,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29.870 | 144,26 | 1.531 | 152,64 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1.745 | 89 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.718 | 88 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.997 | 512 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 834 | 15,51 | 43 | 20,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.428 | 0 | ||||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35.107 | 1.799 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 197.931 | 4,61 | 10.145 | 8,06 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3.591 | 184 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.301 | 96,80 | 1.912 | 103,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 30.626 | 2 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 89.686 | 4.597 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 229.503 | 11.764 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 495 | 4.025,00 | 25 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.319.821 | 0,60 | 67.650 | 3,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 110.206 | 23,58 | 5.649 | 27,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.813 | 1,05 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 398.432 | 6,03 | 20.422 | 9,53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 96.506 | 573,64 | 4.947 | 596,62 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 93.888 | 4.812 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 81.724 | 108.865,33 | 4.189 | 139.500,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78.493 | 670,22 | 4.023 | 696,63 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.675 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 531.185 | 8,30 | 27.227 | 11,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5.370 | 275 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 161.567 | 14,92 | 8.281 | 18,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.119 | 378,36 | 1.185 | 395,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55.815 | 19,12 | 2.861 | 23,06 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 105.302 | 22,89 | 5.282 | 23,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423.772 | 1,64 | 21.721 | 4,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38.224 | 12,48 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 421.751 | 9,75 | 21.618 | 13,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.540 | 0,22 | 596 | 4,38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.848 | 300 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102.226 | 16,04 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.060 | 0,33 | 567 | 3,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72.342 | 12,70 | 3.708 | 16,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.018 | 8,28 | 975 | 11,83 |
