EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund - Proprietate instituțională - Vânzători

WisdomTree Trust - WisdomTree U.S. MidCap Fund
US ˙ ARCA ˙ US97717W5702

Proprietatea instituțională și de fond - Vânzători

Această pagină prezintă instituții, fonduri și acționari principali care au scăzut deținerile sau și-au închis pozițiile în ultima perioadă de raportare. Rândurile roșii indică poziții închise. Faceți clic pe pictograma linkului pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2026-04-24 13F Medallion Wealth Advisors, LLC 3.971 -1,61 267 -1,12
2026-04-22 13F Janney Montgomery Scott LLC 21.292 -21,60 1 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 12.555 -13,46 844 -13,00
2026-05-14 13F HighPoint Advisor Group LLC 5.377 -0,67 361 0,00
2026-04-22 13F Eqis Capital Management, Inc. 294.048 -2,48 19.766 -1,87
2026-02-06 13F Global Retirement Partners, LLC 92 -70,32 6 -70,00
2026-04-23 13F Davidson Kahn Capital Management, LLC 80.606 -4,94 5.418 -4,34
2026-04-21 13F Laurel Oak Wealth Management, Llc 5.668 -13,52 381 -12,81
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 140.645 -9,89 9.454 -9,32
2026-05-08 13F Align Financial, LLC 3.103 -98,50 209 0,48
2026-05-14 13F Dana Investment Advisors, Inc. 5.458 -3,91 367 -3,43
2026-05-16 13F Sunbelt Securities, Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 46.851 -29,11 3.130 78.125,00
2026-04-10 13F Quaker Wealth Management, LLC 450 -1,53 30 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.410 -5,70 229 -4,98
2026-05-04 13F Mml Investors Services, Llc 4.970 -3,64 334 -2,91
2026-05-11 13F Lionshead Wealth Management, LLC 42.512 -1,91 2.858 -1,31
2026-04-28 13F Oxler Private Wealth LLC 8.873 -4,28 596 -3,72
2026-04-22 13F Vicus Capital 4.897 -0,45 329 0,30
2026-04-15 13F Stanich Group LLC 4.043 -1,05 272 -0,37
2026-05-11 13F Ashton Thomas Private Wealth, LLC 3.132 -5,69 211 -4,98
2026-05-12 13F Culbertson A N & Co Inc 45.625 -0,19 3.067 0,43
2026-04-23 13F Cornerstone Wealth Management, LLC 5.435 -5,49 365 -4,95
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-05-06 13F TopTier Wealth Management, LLC 60.884 -0,05 4.093 0,57
2026-04-23 13F Capital Management Corp /va 4.050 -13,59 272 -13,10
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 80.211 -1,63 5 0,00
2026-05-14 13F Baird Financial Group, Inc. 322.814 -2,95 21.700 -2,34
2026-05-14 13F Rockefeller Capital Management L.P. 17.293 -1,73 1.162 -1,11
2026-04-16 13F Envision Financial LLC 8.361 -7,57 562 -6,95
2026-05-14 13F Raymond James Financial Inc 107.249 -28,27 7.209 -27,82
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 19.102 -0,33 1.284 0,31
2026-04-27 13F Great Point Wealth Advisors, LLC 48.857 -1,80 3.284 -1,17
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-13 13F Ridge Creek Global, Inc 22.826 -0,17 1.534 0,46
2026-04-21 13F GHP Investment Advisors, Inc. 38.581 -1,18 2.593 -0,54
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 6.454 -1,07 434 -0,46
2026-04-15 13F Merit Financial Group, LLC 17.574 -15,28 1.181 -14,73
2026-05-15 13F Qube Research & Technologies Ltd 740 -0,13 50 0,00
2026-04-03 13F Investors Research Corp 1.799 -72,19 121 -72,22
2026-05-15 13F Warren Averett Asset Management, LLC 11.180 -5,08 752 -4,45
2026-05-01 13F Team Financial Group, LLC 6.558 -1,43 441 -0,90
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-04 13F Envestnet Asset Management Inc 84.360 -1,83 5.671 -1,22
2026-05-14 13F Pinnacle Financial Partners, Inc. 86.876 -0,08 5.840 0,55
2026-05-07 13F Northwestern Mutual Wealth Management Co 10.465 -0,76 703 -0,14
2026-04-20 13F Breakwater Capital Group 79.810 -0,39 5.365 0,22
2026-04-13 13F Mather Group, Llc. 24.755 -0,59 1.664 0,06
2026-05-11 13F Sargent Investment Group, LLC 6.075 -19,80 408 -19,37
2026-01-29 13F Comerica Bank 2.250 -23,44 150 -22,28
2026-05-13 13F/A Jpmorgan Chase & Co 119.997 -0,74 7.855 -2,72
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 9.389 -29,90 631 -29,42
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0 -100,00
2026-05-15 13F Equitable Holdings, Inc. 39.512 -57,65 2.639 -57,65
2026-05-15 13F GWM Advisors LLC 5.087 -6,87 30 -91,76
2026-05-15 13F Summit Financial, LLC 17.591 -0,47 1.182 0,17
2026-05-13 13F BlackRock, Inc. 0 -100,00 0
2026-04-24 13F Crux Wealth Advisors 21.885 -10,59 1.471 -10,03
2026-05-13 13F Cetera Investment Advisers 61.681 -4,19 4.146 -3,58
2026-05-12 13F Stifel Financial Corp 5.736 -9,43 386 -8,98
2026-05-15 13F Bank Of America Corp /de/ 494.646 -2,21 33.250 -1,60
2026-05-14 13F Colony Group, LLC 0 -100,00 0 -100,00
2026-04-20 13F ABLE Financial Group, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG 580.020 -3,89 38.989 -3,29
2026-01-16 13F Ronald Blue Trust, Inc. 0 -100,00 0
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