Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. Multifactor Fund meliputi 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, dan Kilter Group 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | 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 |
