DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund - Kepemilikan Institusional - Pembeli

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
US ˙ NasdaqGM ˙ US97717X6691

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund meliputi Two Sigma Investments, Lp, Glenmede Investment Management, LP, Scott Marsh Financial, LLC, Stonebridge Wealth Management, LLC, Bulwark Capital Corp, First Commonwealth Financial Corp /pa/, Midwest Trust Co, Future Fund LLC, FFOX - FundX Future Fund Opportunities ETF, Raub Brock Capital Management LP, VeraBank, N.A., Intellus Advisors LLC, Cordatus Wealth Management LLC, Iron Financial, LLC, Fifth Third Securities, Inc., Farrell Financial LLC, Northstar Financial Companies, Inc., Drucker Wealth 3.0, LLC, Clarity Capital Partners LLC, dan Swmg, Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-07 13F PFG Advisors 21,505 5.72 1,801 10.84
2025-08-07 13F Cascade Financial Partners, LLC 26,210 7.03 2,195 12.23
2025-08-14 13F LM Advisors LLC 23,346 22.67 2 0.00
2025-08-11 13F Cornerstone Planning Group LLC 39 2.63 3 50.00
2025-07-15 13F BKA Wealth Consulting, Inc. 172,359 8.97 14,442 14.34
2025-08-14 13F Fort Point Capital Partners LLC 21,613 0.93 1,810 5.79
2025-07-28 13F Private Wealth Asset Management, LLC 158 13
2025-08-13 13F IAG Wealth Partners, LLC 109,465 3.56 9,167 8.60
2025-07-15 13F Armis Advisers, LLC 101,313 7.30 8,502 13.07
2025-07-31 13F Resonant Capital Advisors, LLC 12,136 35.83 1,016 42.50
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 1,755 140
2025-07-17 13F Park Place Capital Corp 2,530 0.36 213 5.97
2025-08-15 13F Tower Research Capital LLC (TRC) 7,749 154,880.00 649
2025-07-10 13F Focus Financial Network, Inc. 174,262 2.67 14,593 7.66
2025-08-29 NP MODRX - WisdomTree Siegel Moderate Digital Fund 410 5.94 34 13.33
2025-07-11 13F LongView Wealth Management 3,396 11.27 284 16.87
2025-07-24 13F Robertson Stephens Wealth Management, LLC 15,800 0.87 1,323 5.84
2025-08-12 13F Northstar Financial Companies, Inc. 3,828 321
2025-07-10 13F SK Wealth Management, LLC 293,373 1.55 24,992 17.43
2025-07-25 13F We Are One Seven, LLC 4,703 53.89 394 61.07
2025-07-21 13F Future Financial Wealth Managment LLC 5,644 0.02 473 4.89
2025-07-22 13F Merit Financial Group, LLC 86,284 39.90 7,225 46.70
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 21,874 15.27 1,832 20.86
2025-07-22 13F Grimes & Company, Inc. 2,672 0.41 224 5.19
2025-08-15 13F Equitable Holdings, Inc. 758,450 4.50 63,513 9.57
2025-07-28 13F Holistic Planning, LLC 6,734 134.23 564 145.85
2025-07-23 13F Clear Creek Financial Management, LLC 39,587 5.35 3,315 10.50
2025-08-14 13F Smartleaf Asset Management LLC 129,103 13.87 10,772 20.10
2025-08-13 13F MONECO Advisors, LLC 10,799 0.20 904 5.12
2025-07-23 13F Heck Capital Advisors, LLC 212,570 1.38 17,801 6.30
2025-08-12 13F MAI Capital Management 16,349 0.30 1,369 5.23
2025-08-06 13F Legacy Wealth Managment, LLC/ID 14,987 24.83 1,255 31.00
2025-08-05 13F J. W. Coons Advisors, LLC 8,495 10.40 711 15.80
2025-08-14 13F Talisman Wealth Advisors LLC 22,093 0.20 1,850 5.11
2025-08-06 13F Atlantic Union Bankshares Corp 600 50
2025-07-09 13F Gilman Hill Asset Management, LLC 2,622 220
2025-08-13 13F Transce3nd, LLC 1,718 0.35 144 5.15
2025-07-02 13F HBW Advisory Services LLC 41,179 1.63 3,448 6.58
2025-08-14 13F Avant Capital LLC 101,824 2.63 8,527 7.61
2025-08-06 13F Wsfs Capital Management, Llc 18,081 4.02 1,514 9.08
2025-07-08 13F Melone Private Wealth, LLC 121,218 2.42 10,114 7.02
2025-08-14 13F Stifel Financial Corp 446,292 5.77 37,372 10.91
2025-08-12 13F BlackRock, Inc. 13,377 1,273.41 1,120 1,354.55
2025-08-15 13F CI Private Wealth, LLC 132,406 124.01 11,088 134.89
2025-08-11 13F Cordatus Wealth Management LLC 5,822 0
2025-07-17 13F Independence Bank of Kentucky 1,371 115
2025-07-25 13F NorthRock Partners, LLC 8,128 16.15 681 21.86
2025-08-14 13F Aqr Capital Management Llc 13,690 367.24 1,146 391.85
2025-07-31 13F Buckingham Strategic Partners 62,968 10.63 5,273 16.00
2025-07-16 13F Signature Resources Capital Management, LLC 1,273 0.24 107 4.95
2025-08-06 13F AE Wealth Management LLC 15,262 9.26 1,278 14.62
2025-08-14 13F Harvest Investment Services, LLC 36,460 0.12 3,053 4.99
2025-08-12 13F Laurel Wealth Advisors LLC 118,744 8,274.05 1 -99.12
2025-07-14 13F GAMMA Investing LLC 1,069 167.92 90 187.10
2025-08-08 13F Gts Securities Llc 9,980 836
2025-08-14 13F Millennium Management Llc 5,078 425
2025-07-14 13F Southland Equity Partners LLC 29,781 1.40 2,494 6.31
2025-08-13 13F Haverford Trust Co 41,274 5.02 3,456 10.13
2025-07-10 13F Signal Advisors Wealth, LLC 3,181 266
2025-08-11 13F Berkeley, Inc 84,108 77.39 7,043 86.03
2025-07-23 13F Detalus Advisors, LLC 5,803 17.73 486 23.41
2025-08-29 13F Centaurus Financial, Inc. 8,280 369.65 1
2025-08-07 13F Flagship Wealth Advisors, Llc 71,335 4.91 5,974 10.00
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 4,069 10.03 341 15.25
2025-08-14 13F Glen Eagle Advisors, LLC 558,375 7.12 46,758 12.33
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 166,355 13.36 13,931 18.87
2025-08-07 13F Midwest Trust Co 9,312 780
2025-08-11 13F Kirtland Hills Capital Management, Llc 2,600 218
2025-08-14 13F Synovus Financial Corp 5,749 13.33 481 18.77
2025-08-15 13F SkyView Investment Advisors, LLC 537,459 1.35 45 4.76
2025-08-12 13F Solano Wealth Investment Advisors LLC 158,640 19.25 13,285 25.04
2025-08-14 13F Prestige Wealth Management Group LLC 642,467 1.75 53,800 6.69
2025-07-23 13F Defined Financial Planning LLC 124,470 17.47 10,516 23.92
2025-07-16 13F ORG Partners LLC 17,656 1.56 1,490 6.97
2025-08-13 13F Flow Traders U.s. Llc 3,807 0
2025-08-13 13F M&t Bank Corp 4,228 354
2025-07-29 13F Harbor Asset Planning, Inc. 2,111 177
2025-08-13 13F Schroder Investment Management Group 878 74
2025-07-24 13F Vivid Wealth Management, LLC 17,941 4.88 1,502 9.96
2025-07-29 13F Elevation Capital Advisory, LLC 88,520 414.68 7,413 439.84
2025-07-24 13F Us Bancorp \de\ 17,934 22.85 1,502 28.84
2025-07-31 13F Strait & Sound Wealth Management LLC 11,248 15.64 942 21.26
2025-07-29 13F Wingate Wealth Advisors, Inc. 42,439 9.76 3,554 15.10
2025-07-02 13F Howard Financial Services, Ltd. 334,379 11.54 28,001 16.96
2025-07-17 13F Covenant Asset Management, LLC 5,828 0.02 488 4.95
2025-08-06 13F Hoxton Planning & Management, LLC 21,173 10.11 1,773 15.50
2025-08-05 13F Plante Moran Financial Advisors, LLC 2,232 167.95 187 181.82
2025-08-07 13F Blackhawk Capital Partners LLC. 15,735 42.80 1,318 49.83
2025-08-07 13F BOK Financial Private Wealth, Inc. 222 19
2025-08-01 13F Howard Capital Management Inc. 70,158 18.49 5,875 24.26
2025-07-30 13F Whittier Trust Co 2,653 1,507.88 222 1,607.69
2025-08-11 13F Independent Advisor Alliance 4,173 40.36 349 47.26
2025-08-13 13F Colonial Trust Advisors 17 1
2025-07-30 13F D.a. Davidson & Co. 221,940 2.18 18,585 7.14
2025-08-08 13F L & S Advisors Inc 4,869 5.46 408 10.60
2025-07-22 13F Wealthcare Advisory Partners LLC 114,299 2.24 9,571 7.21
2025-08-11 13F United Advisor Group, LLC 159,032 3.02 13,317 8.02
2025-08-05 13F Cherry Tree Wealth Management, LLC 2,498 6.75 209 12.37
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 863 0.35 72 5.88
2025-08-14 13F EP Wealth Advisors, Inc. 27,039 329.67 2,264 351.00
2025-07-29 13F Riverbend Wealth Management, LLC 77,200 2.94 6,465 7.93
2025-08-07 13F Future Fund LLC 8,891 745
2025-08-29 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 267 4.30 22 10.00
2025-07-10 13F Wedmont Private Capital 42,269 0.00 3,601 12.15
2025-08-15 13F Brooks, Moore & Associates, Inc. 38,431 9.19 3,272 16.44
2025-08-14 13F RMB Capital Management, LLC 203,575 10.28 17,047 15.64
2025-08-13 13F Per Stirling Capital Management, LLC. 402,419 6.30 33,699 11.46
2025-08-08 13F Larson Financial Group LLC 638,089 184.93 53,434 198.78
2025-08-08 13F Glassman Wealth Services 832,066 2.77 69,677 7.77
2025-07-25 13F Johnson Investment Counsel Inc 10,601 4.10 888 9.10
2025-08-14 13F Bank Of America Corp /de/ 12,422,037 4.99 1,040,221 10.09
2025-08-14 13F CoreCap Advisors, LLC 16,149 17.72 1,352 23.47
2025-07-01 13F First National Bank Sioux Falls 5,150 5.17 431 10.23
2025-07-09 13F Fermata Advisors, LLC 46,144 32.70 3,864 39.14
2025-07-15 13F GSB Wealth Management, LLC 40,186 15.18 3,364 20.75
2025-08-12 13F/A Cozad Asset Management Inc 4,175 12.08 350 17.51
2025-07-14 13F CRA Financial Services, LLC 168,852 2.62 14,140 7.60
2025-07-29 13F Roof Eidam & Maycock/adv 65,754 0.15 5,506 5.02
2025-08-05 13F Atlas Private Wealth Advisors 19,708 3.29 1,650 8.34
2025-07-24 13F Etesian Wealth Advisors, Inc. 23,966 11.55 2,007 16.97
2025-07-08 13F IAM Advisory, LLC 795,448 1.64 66,611 6.57
2025-08-04 13F Atria Investments Llc 334,535 4.74 28,014 9.83
2025-08-07 13F Kestra Private Wealth Services, Llc 382,970 5.76 32,070 10.90
2025-08-14 13F Qube Research & Technologies Ltd 1,288 550.51 108 613.33
2025-07-08 13F RMR Wealth Builders 22,338 72.04 1,871 80.50
2025-07-09 13F Fragasso Group Inc. 25,645 8.75 2,148 14.02
2025-08-13 13F Rsm Us Wealth Management Llc 53,978 262.41 4,520 280.15
2025-07-30 13F Avidian Wealth Solutions, LLC 117,955 2.21 9,878 7.18
2025-08-14 13F Colony Group, LLC 32,318 1.22 2,706 6.16
2025-08-05 13F Mission Wealth Management, Lp 4,210 353
2025-07-17 13F Vermillion Wealth Management, Inc. 108 9.09 9 28.57
2025-07-21 13F Gray Private Wealth, LLC 82,175 2.67 6,881 7.67
2025-07-18 13F PFG Investments, LLC 3,596 0.22 301 5.24
2025-08-13 13F Raab & Moskowitz Asset Management LLC 19,178 0.27 1,606 5.11
2025-08-14 13F IHT Wealth Management, LLC 105,614 3.61 8,844 8.65
2025-08-01 13F Shilanski & Associates, Inc. 36,237 0.98 3,034 5.90
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 78,532 71.84 6,556 81.36
2025-07-31 13F CVA Family Office, LLC 10,588 0.04 887 4.85
2025-08-07 13F Legacy Financial Advisors, Inc. 820,492 2.09 68,708 7.05
2025-05-01 13F Quest 10 Wealth Builders, Inc. 305 33.19 24 33.33
2025-08-08 13F Foundations Investment Advisors, LLC 83,907 1.63 7,026 6.57
2025-07-17 13F Eagle Wealth Strategies Llc 182,625 2.98 15,293 7.99
2025-07-30 13F/A KPP Advisory Services LLC 90,449 2.43 7,574 7.42
2025-08-14 13F Glenmede Investment Management, LP 59,996 5,024
2025-07-09 13F Sarver Vrooman Wealth Advisors 40,383 2.44 3,382 7.40
2025-08-14 13F Two Sigma Investments, Lp 286,100 23,958
2025-08-05 13F Huntington National Bank 67,426 1,467.66
2025-08-08 13F Pnc Financial Services Group, Inc. 19,788,159 1.70 1,657,060 6.64
2025-07-23 13F Raub Brock Capital Management LP 8,085 677
2025-08-11 13F Western Wealth Management, LLC 115,697 0.21 9,688 5.09
2025-08-14 13F Palo Alto Wealth Advisors, Llc 229,642 1.74 19,230 5.96
2025-08-12 13F Virtu Financial LLC 2,498 0
2025-07-25 13F Cwm, Llc 384,432 0.39 32 6.67
2025-08-29 NP EQTYX - WisdomTree Siegel Global Equity Digital Fund 1,965 35.89 165 42.61
2025-08-12 13F Tradition Wealth Management, LLC 2,683 0.19 225 5.16
2025-07-25 13F Total Clarity Wealth Management, Inc. 5,229 9.01 438 12.63
2025-07-17 13F Coastline Trust Co 1,619 57.03 136 64.63
2025-07-31 13F United Community Bank 3,644 112.60 305 124.26
2025-07-15 13F Farrell Financial LLC 3,912 328
2025-07-24 13F Ronald Blue Trust, Inc. 712 26.69 60 34.09
2025-08-14 13F Harwood Advisory Group, LLC 1,340 0.83 112 4.67
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Vise Technologies, Inc. 18,372 376.70 1,538 394.53
2025-08-13 13F StoneX Group Inc. 5,869 4.50 491 9.60
2025-07-17 13F Wolff Wiese Magana Llc 1,429 117.17 120 128.85
2025-07-17 13F LexAurum Advisors, LLC 13,626 2.10 1,141 7.14
2025-07-17 13F Fifth Third Securities, Inc. 4,575 383
2025-08-05 13F Key FInancial Inc 1,706 8.25 143 13.60
2025-07-15 13F Garrett Investment Advisors LLC 194,780 7.84 16,311 13.08
2025-07-29 13F Stratos Wealth Partners, LTD. 191,060 3.56 15,999 8.59
2025-07-15 13F Td Private Client Wealth Llc 9,697 7.90 812 13.25
2025-08-04 13F Wealth Management Associates, Inc. 7,725 1.89 647 6.78
2025-08-15 13F Morgan Stanley 8,673,468 2.73 726,316 7.72
2025-07-10 13F Exchange Traded Concepts, Llc 989 83
2025-07-17 13F HB Wealth Management, LLC 277,374 15.50 23,227 21.11
2025-07-30 13F Bcm Advisors, Llc 396,283 0.93 34,053 9.96
2025-08-14 13F Mml Investors Services, Llc 306,942 2.98 26 8.70
2025-08-14 13F Hamilton Capital, LLC 6,893,933 2.91 577,298 7.91
2025-08-06 13F Wedbush Securities Inc 7,959 1.61 1
2025-07-24 13F Costello Asset Management, INC 126 0.80 11 0.00
2025-08-14 13F First Commonwealth Financial Corp /pa/ 14,240 1,192
2025-08-14 13F CIBC World Markets Inc. 3,408 4.28 285 9.62
2025-07-28 13F Evernest Financial Advisors, LLC 62,604 9.89 5,242 15.23
2025-08-08 13F Good Life Advisors, LLC 89,184 1.51 7,468 6.44
2025-07-15 13F Forte Capital Llc /adv 284,906 0.03 23,858 4.88
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 13,768 0.10 1,153 4.92
2025-08-05 13F Seelaus Asset Management LLC 3,572 2.23 299 7.17
2025-07-14 13F Sentinel Pension Advisors Inc 28,416 1.36 2,380 6.30
2025-07-22 13F Alta Wealth Advisors LLC 5,889 6.43 493 11.79
2025-07-25 13F Hazlett, Burt & Watson, Inc. 17,911 4.21 2 0.00
2025-08-15 13F Kestra Advisory Services, LLC 615,506 19.90 51,542 25.72
2025-08-14 13F Royal Bank Of Canada 1,675,001 7.60 140,264 12.82
2025-08-14 13F DHK Financial Advisors, Inc. 42,738 100.41 3,496 105.28
2025-07-25 13F Lodestar Private Asset Management Llc 81,925 11.74 6,860 17.18
2025-07-11 13F Seacrest Wealth Management, Llc 49,221 126.29 4,122 137.25
2025-08-08 13F Bouchey Financial Group Ltd 866,443 0.19 72,556 5.06
2025-07-23 13F Prime Capital Investment Advisors, LLC 1,401,381 38.98 117,352 45.74
2025-08-14 13F UBS Group AG 2,436,892 3.36 204,065 8.39
2025-08-14 13F/A Skopos Labs, Inc. 737 62
2025-07-15 13F Axis Wealth Partners, LLC 67,973 6.17 5,692 11.35
2025-08-14 13F Engineers Gate Manager LP 8,285 180.47 694 194.89
2025-08-07 13F Guidance Capital, Inc 16,280 0.49 1,372 7.44
2025-07-23 13F Avantra Family Wealth, Inc. 12,124 0.37 1,015 5.29
2025-04-02 13F Marcum Wealth, LLC 2,954 0.07 236 -1.26
2025-08-12 13F CIBC Private Wealth Group, LLC 3,600 20.68 301 41.98
2025-07-29 13F Empirical Asset Management, LLC 7,566 9.35 634 14.67
2025-07-16 13F Meridian Financial, LLC 40,251 7.40 3,371 12.63
2025-08-04 13F Keybank National Association/oh 28,712 25.04 2,404 31.15
2025-07-30 13F Onyx Bridge Wealth Group LLC 100,214 8,392
2025-07-29 13F Kondo Wealth Advisors, Inc. 8,104 0.20 684 5.89
2025-08-13 13F Fisher Asset Management, LLC 5,179 3.09 434 7.98
2025-08-12 13F Wealthbridge Capital Management, Llc 16,671 9.16 1,396 14.52
2025-08-11 13F Covestor Ltd 441 15.75 0
2025-08-05 13F Bank Of Montreal /can/ 14,607 5.69 1,223 10.88
2025-08-06 13F Prospera Financial Services Inc 86,368 6.36 7,235 11.52
2025-08-14 13F Redwood Investment Management, Llc 10,466 14.96 1
2025-07-09 13F Bulwark Capital Corp 16,466 1,379
2025-08-08 13F TD Capital Management LLC 127,753 4.05 10,698 9.11
2025-07-15 13F Oxinas Partners Wealth Management LLC 139,069 0.12 11,646 4.99
2025-08-13 13F Denver Wealth Management, Inc. 16,905 0.34 1,416 5.20
2025-07-22 13F Belpointe Asset Management LLC 282,059 23,620
2025-07-29 13F Swmg, Llc 2,703 233
2025-08-12 13F SRS Capital Advisors, Inc. 306 0.33 26 4.17
2025-07-17 13F Venture Visionary Partners LLC 163,760 1.13 13,713 6.04
2025-05-15 13F National Wealth Management Group, LLC 6,742 6.44 538 5.08
2025-07-17 13F Chatham Capital Group, Inc. 20,251 121.30 1,696 132.19
2025-08-04 13F Arkadios Wealth Advisors 21,617 10.90 1,810 16.32
2025-05-02 13F Capital A Wealth Management, LLC 27 2
2025-08-06 13F SNS Financial Group, LLC 698,845 1.72 58,521 6.67
2025-08-06 13F Legacy Investment Solutions, LLC 14,987 45.76 1,255 47.30
2025-08-14 13F Quantinno Capital Management LP 22,149 105.43 1,855 115.33
2025-08-29 13F Evolution Wealth Management Inc. 582 49
2025-08-01 13F First National Trust Co 136,874 1.45 11,462 6.38
2025-08-05 13F Connable Office Inc 312,643 12.43 26,181 17.89
2025-08-08 13F Symphony Financial Services, Inc. 27,718 0.33 2,319 5.08
2025-08-13 13F Jones Financial Companies Lllp 251,701 17.67 21,002 24.11
2025-07-30 13F Insight Advisors, LLC/ PA 175,923 30.27 14,732 36.60
2025-07-25 13F LRI Investments, LLC 6,879 296.94 576 317.39
2025-08-04 13F AlphaStar Capital Management, LLC 2,980 250
2025-08-07 13F Summit X, LLC 8,300 100.00 695 109.97
2025-07-21 13F Keystone Financial Group, Inc. 611 19.34 52 30.77
2025-08-12 13F Clearwater Capital Advisors, LLC 876,024 1.02 73,358 5.92
2025-07-28 13F WealthPlan Investment Management, LLC 29,924 28.48 2,506 34.68
2025-08-14 13F Mariner, LLC 376,167 5.72 31,500 10.86
2025-08-13 13F Fiduciary Group LLC 84,417 0.85 7,069 5.76
2025-08-12 13F NFP Retirement, Inc. 7,540 25.33 631 31.46
2025-08-13 13F Kilter Group LLC 4,212 0.02 353 4.76
2025-07-16 13F TigerOak Management, L.L.C. 301,799 2.11 25,273 7.07
2025-07-08 13F Nbc Securities, Inc. 57,627 2.02 5 0.00
2025-08-13 13F Northern Trust Corp 21,591 5.30 1,808 10.45
2025-08-14 13F Waterway Wealth Management, LLC 63,863 50.43 5,346 57.70
2025-08-12 13F Bokf, Na 837 70
2025-07-08 13F Zrc Wealth Management, Llc 480 0.42 40 5.26
2025-08-05 13F Scarborough Advisors, LLC 1,879 157
2025-07-23 13F Element Wealth, LLC 5,047 51.06 423 58.65
2025-08-14 13F Integrated Wealth Concepts LLC 9,689 29.51 811 35.85
2025-07-29 13F Sage Private Wealth Group, Llc 426,417 76.33 35,708 84.90
2025-08-04 13F IFG Advisory, LLC 118,983 8.89 9,964 14.18
2025-08-13 13F Renaissance Technologies Llc 14,200 1,189
2025-08-07 13F Mosaic Financial Group, Llc 16,263 0.26 1 0.00
2025-08-14 13F GWM Advisors LLC 598,854 2.14 50,148 7.10
2025-08-07 13F Allworth Financial LP 6,269 602.02 525 670.59
2025-07-21 13F Clarity Capital Partners LLC 2,952 247
2025-05-14 13F Monterey Private Wealth, Inc. 134,676 6.15 10,755 4.75
2025-07-29 13F Cidel Asset Management Inc 4,639 16.18 388 22.01
2025-08-08 13F Smithfield Trust Co 12,920 0.01 1 0.00
2025-08-05 13F Tiaa Trust, National Association 6,271 55.69 525 63.55
2025-08-08 13F Compass Financial Services Inc 305,001 1.93 25,541 6.88
2025-07-18 13F Powers Advisory Group, LLC 28,243 29.85 2,365 36.23
2025-08-14 13F Money Concepts Capital Corp 41,653 13.72 3,488 19.25
2025-07-08 13F Juncture Wealth Strategies, Llc 2,443 205
2025-07-10 13F Charter Oak Capital Management, LLC 3,576 0.03 299 4.91
2025-08-14 13F Modern Wealth Management, LLC 295,679 14.11 24,760 19.66
2025-08-08 13F Hartland & Co., LLC 6,208 22.98 520 28.78
2025-07-14 13F Park Avenue Securities Llc 55,279 5
2025-07-15 13F Verum Partners LLC 20,983 117.15 1,757 127.89
2025-08-06 13F Vestmark Advisory Solutions, Inc. 100,296 153.86 8,399 166.18
2025-07-15 13F Aspire Capital Advisors LLC 359,257 2.73 30,084 7.73
2025-07-30 13F Darrow Company, Inc. 107,728 10.32 9,020 15.70
2025-08-25 13F Silverlake Wealth Management Llc 14,196 0.19 1,189 5.04
2025-07-25 13F Iron Financial, LLC 5,680 476
2025-07-30 13F Rehmann Capital Advisory Group 6,999 24.85 586 31.10
2025-08-08 13F Intrua Financial, LLC 394,303 48.55 33,019 55.77
2025-08-08 13F VeraBank, N.A. 6,970 584
2025-07-16 13F Cresta Advisors, Ltd. 227,856 4.99 19,081 10.09
2025-08-05 13F NewSquare Capital LLC 15,097 7.30 1,264 12.56
2025-08-13 13F JT Stratford LLC 52,373 6.97 4,386 12.15
2025-08-14 13F Scott Marsh Financial, LLC 23,038 1,929
2025-07-25 13F Concurrent Investment Advisors, LLC 378,303 4.57 31,679 9.65
2025-08-13 13F Brown Advisory Inc 63,900 11.31 5,351 16.71
2025-08-04 13F Amplius Wealth Advisors, LLC 273,880 0.88 22,932 5.77
2025-08-01 13F Envestnet Asset Management Inc 2,126,748 38.03 178,094 44.73
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 8,891 745
2025-08-11 13F Sykon Capital Llc 4,205 352
2025-08-12 13F Ameritas Investment Partners, Inc. 0 0
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 2,812 1.30 235 6.33
2025-07-24 13F Drucker Wealth 3.0, LLC 3,337 284
2025-08-14 13F Kovitz Investment Group Partners, LLC 1,293,759 0.59 108,337 5.47
2025-08-07 13F Sanchez Wealth Management Group 330,379 3.23 27,666 8.25
2025-08-14 13F Ancora Advisors, LLC 70,922 0.15 5,939 5.00
2025-08-13 13F Baird Financial Group, Inc. 81,283 0.04 6,807 4.90
2025-07-17 13F MBA Advisors LLC 111,891 12.07 9,370 17.51
2025-07-29 13F May Barnhard Investments LLC 6,481 0.40 543 5.24
2025-08-08 13F Atlantic Trust, LLC 1,267 106
2025-08-14 13F Ausdal Financial Partners, Inc. 60,137 13.38 5,036 18.89
2025-07-24 13F IFP Advisors, Inc 398,183 1.12 33,343 6.03
2025-08-12 13F Intellus Advisors LLC 6,391 535
2025-07-18 13F Trilogy Capital Inc. 5,313 49.92 445 56.89
2025-08-12 13F MWA Asset Management 5,971 1.07 500 6.16
2025-08-11 13F Perennial Investment Advisors, LLC 3,343 280
2025-08-14 13F Ameriprise Financial Inc 6,940,040 7.95 581,078 13.21
2025-08-04 13F Horizon Wealth Management, LLC 667,745 0.17 55,917 5.04
2025-08-13 13F M Holdings Securities, Inc. 45,586 53.31 4 50.00
2025-07-17 13F Hengehold Capital Management Llc 180,137 2.03 15,085 6.99
2025-07-22 13F Old National Bancorp /in/ 7,461 625
2025-08-14 13F Objective Capital Management, LLC 4,847 0.41 406 5.19
2025-07-14 13F Masso Torrence Wealth Management Inc. 93,477 4.94 7,828 10.04
2025-08-06 13F Commonwealth Equity Services, Llc 1,469,742 15.08 123 21.78
2025-08-14 13F Icon Wealth Advisors, LLC 1,770 4.36 148 9.63
2025-08-08 13F Capital Investment Advisory Services, LLC 59,160 0.33 4,954 5.20
2025-08-11 13F Citigroup Inc 11,941 8.77 1,000 14.04
2025-08-13 13F First Trust Advisors Lp 41,505 59.13 3,476 66.91
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 25,024 3.24 2,095 8.27
2025-07-22 13F/A Duncan Williams Asset Management, LLC 442,863 14.00 37,085 19.54
2025-07-11 13F SILVER OAK SECURITIES, Inc 21,563 230.37 1,806 249.81
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 17,953 11.25 1,503 16.69
2025-08-12 13F Cornerstone Wealth Management, LLC 7,230 15.00 605 20.52
2025-07-11 13F Annex Advisory Services, LLC 2,400 201
2025-08-07 13F Panoramic Investment Advisors, Llc 21,117 0.84 1,768 5.74
2025-07-22 13F Ffg Retirement Advisors Llc 65,015 3.64 5,444 8.68
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,081 0.98 1,012 6.87
2025-08-14 13F Ruggaard & Associates LLC 15,772 3.65 1,321 8.64
2025-08-13 13F Level Four Advisory Services, Llc 11,425 4.20 957 9.26
2025-08-12 13F Waddell & Associates, Llc 946,079 1.51 79,225 6.44
2025-08-04 13F Savvy Advisors, Inc. 7,444 177.55 623 191.12
2025-07-23 13F Winthrop Advisory Group LLC 192,923 3.41 16,155 8.44
2025-08-07 13F Fidelis Capital Partners, LLC 2,499 214
2025-08-07 13F Gryphon Financial Partners LLC 12,792 10.71 1,071 16.16
2025-08-14 13F Summit Trail Advisors, Llc 51,418 0.41 4,306 5.28
2025-08-04 13F Pinnacle Associates Ltd 257,358 12.05 21,551 17.50
2025-08-14 13F Glenview Trust Co 11,957 3.15 1,001 8.22
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 30,902 6.54 2,588 11.70
2025-08-13 13F Mayfair Advisory Group, LLC 10,604 11.20 914 20.11
2025-08-18 13F Tyler-Stone Wealth Management 314,479 7.32 26,335 12.53
2025-08-15 13F Lantern Wealth Advisors, LLC 4,664 50.31 391 55.38
2025-08-12 13F Calton & Associates, Inc. 5,289 40.63 443 47.33
2025-07-28 13F BRYN MAWR TRUST Co 99,110 3.39 8,299 8.41
2025-08-19 13F Advisory Services Network, LLC 60,353 7.01 5,139 14.12
2025-07-29 13F Private Trust Co Na 16,748 5.85 1,402 11.01
2025-08-13 13F Northwestern Mutual Wealth Management Co 278,033 2.49 23,282 7.47
2025-07-22 13F Team Financial Group, LLC 376,331 6.68 31,514 11.86
2025-08-04 13F Mesirow Financial Investment Management, Inc. 23,599 21.02 1,976 26.91
2025-08-14 13F Great Valley Advisor Group, Inc. 208,315 5.05 17,444 10.15
2025-08-05 13F Westside Investment Management, Inc. 1,296 437.76 109 473.68
2025-07-24 13F Columbia Advisory Partners Llc 265,543 18.04 22,237 23.77
2025-08-14 13F Wells Fargo & Company/mn 1,598,017 0.76 133,818 5.66
2025-08-12 13F New World Advisors LLC 6,566 1.85 550 6.81
2025-08-14 13F Raymond James Financial Inc 3,540,325 0.58 296,467 5.46
2025-08-05 13F Bank of New York Mellon Corp 222,858 5.02 18,662 10.12
2025-07-09 13F Key Client Fiduciary Advisors, LLC 8,720 4.43 730 9.61
2025-07-29 13F Mb, Levis & Associates, Llc 168,850 0.41 14,139 5.29
2025-08-11 13F Bulltick Wealth Management, LLC 24,763 1.76 2,074 6.69
2025-08-12 13F Global Retirement Partners, LLC 23,762 11.50 1,990 15.37
2025-07-18 13F Viewpoint Investment Partners Corp 47,513 170.93 3,979 184.14
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 117,480 5.10 9,829 10.12
2025-08-07 13F CENTRAL TRUST Co 960 214.75 80 233.33
2025-08-08 13F Avantax Advisory Services, Inc. 487,073 6.96 40,787 12.15
2025-07-30 13F Retirement Planning Group 118,669 1.13 9,937 6.05
2025-08-14 13F Benjamin Edwards Inc 21,174 11.96 1,773 17.42
2025-08-26 13F/A Thrivent Financial For Lutherans 194,594 31.37 16 33.33
2025-08-27 13F Stonebridge Wealth Management, LLC 18,685 1,565
2025-07-28 13F Mutual Advisors, LLC 7,215 23.27 622 37.69
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