Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. LargeCap Fund meliputi 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, dan SRS Capital Advisors, Inc. .
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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
