DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund - Kepemilikan Institusional - Penjual

WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
US ˙ ARCA ˙ US25009XJS53

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-24 13F Costello Asset Management, INC 103 -11.21 3 0.00
2025-07-29 13F Chicago Partners Investment Group LLC 14,331 -6.63 477 2.58
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 47,828 -1.16 1,519 -1.75
2025-07-15 13F Axis Wealth Partners, LLC 6,344 -5.03 201 -5.63
2025-08-13 13F IAG Wealth Partners, LLC 40,314 -5.47 1,280 -6.02
2025-08-04 13F Spire Wealth Management 0 -100.00 0
2025-08-13 13F Collar Capital Management, LLC 15,993 -5.83 508 -6.46
2025-08-01 13F Petra Financial Advisors Inc 26,229 -0.40 833 -0.95
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 152,742 -0.32 5,066 3.45
2025-08-13 13F Neuberger Berman Group LLC 0 -100.00 0
2025-08-11 13F Aspen Investment Management Inc 58,570 -0.50 2 0.00
2025-05-14 13F Oarsman Capital, Inc. 0 -100.00 0 -100.00
2025-07-22 13F Hickory Asset Management, Inc. 6,750 -0.38 214 -0.93
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 120,583 -10.68 3,830 -11.24
2025-08-14 13F UBS Group AG 1,732,436 -0.02 55,022 -0.65
2025-08-08 13F Creative Planning 1,439,254 -0.43 45,711 -1.05
2025-08-14 13F Mariner, LLC 26,933 -28.78 855 -29.22
2025-04-09 13F Milestone Asset Management, Llc 0 -100.00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 0 -100.00 0
2025-08-01 13F Capital Investment Counsel, LLC 6,750 -28.04 214 -28.43
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 78,205 -1.76 2,484 -2.40
2025-07-16 13F Dakota Wealth Management 9,970 -9.40 317 -9.97
2025-05-20 13F Blue Rock Wealth Management LLC 48,593 -3.31 1,553 -10.02
2025-08-07 13F Midland Wealth Advisors Llc 7,247 -39.51 230 -39.79
2025-07-08 13F Nbc Securities, Inc. 9,843 -2.71 0
2025-08-05 13F Sigma Planning Corp 16,255 -2.78 516 -3.37
2025-08-12 13F MAI Capital Management 10,140 -3.11 322 -3.59
2025-08-14 13F Hancock Whitney Corp 12,207 -1.41 388 -2.03
2025-07-18 13F Marino, Stram & Associates Llc 14,901 -25.72 473 -26.21
2025-07-18 13F Truist Financial Corp 144,488 -51.48 4,589 -51.79
2025-08-27 13F/A Brinker Capital Investments, LLC 31,619 -10.89 1,004 -11.46
2025-08-04 13F Bristlecone Advisors, LLC 19,128 -18.18 608 -18.74
2025-08-19 13F Wealth Group, Ltd. 0 -100.00 0
2025-08-08 13F Croban 118,690 -0.13 3,768 -0.74
2025-08-13 13F Trustmark National Bank Trust Department 9,536 -1.65 303 -2.27
2025-08-11 13F Heritage Wealth Advisors 1,769 -49.01 56 -49.09
2025-08-11 13F United Capital Financial Advisers, Llc 12,672 -10.27 402 -10.86
2025-05-07 13F Mitchell Sinkler & Starr/pa 0 -100.00 0
2025-08-01 13F Chilton Capital Management Llc 0 -100.00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-07 13F Cascade Financial Partners, LLC 168,108 -2.03 5,339 -2.63
2025-08-01 13F First National Trust Co 9,405 -12.40 299 -13.12
2025-08-04 13F HBK Sorce Advisory LLC 29,871 -10.10 949 -10.65
2025-07-16 13F Signaturefd, Llc 200 -85.30 6 -86.05
2025-04-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-07-22 13F Plimoth Trust Co Llc 8,900 -4.62 283 -5.37
2025-07-24 13F Us Bancorp \de\ 2,574 -49.45 82 -50.00
2025-08-04 13F Integrity Alliance, Llc. 17,003 -50.00 540 -50.28
2025-08-04 13F Assetmark, Inc 218,860 -2.04 6,951 -2.66
2025-07-15 13F Mather Group, Llc. 22,387 -7.25 711 -7.78
2025-08-12 13F Clearwater Capital Advisors, LLC 23,144 -0.15 735 -0.68
2025-05-08 13F BRYN MAWR TRUST Co 0 -100.00 0
2025-08-05 13F Strategic Financial Concepts, LLC 8,421 -2.16 267 -2.91
2025-08-04 13F Creative Financial Designs Inc /adv 145 -27.14 5 -33.33
2025-07-31 13F Buckingham Strategic Partners 21,859 -1.58 694 -2.12
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-17 13F Independence Bank of Kentucky 37,280 -1.57 1,184 -2.15
2025-07-25 13F NorthRock Partners, LLC 2,105 -40.70 67 -41.59
2025-08-13 13F Navis Wealth Advisors, LLC 7,175 -47.96 228 -48.41
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 47,826 -2.20 2 0.00
2025-07-30 13F Insight Advisors, LLC/ PA 16,387 -3.80 520 -4.41
2025-08-01 13F Gwn Securities Inc. 0 -100.00 0
2025-07-14 13F Southland Equity Partners LLC 7,684 -7.44 244 -7.92
2025-07-16 13F New Insight Wealth Advisors 11,644 -25.84 370 -26.35
2025-05-12 13F Wambolt & Associates, LLC 0 -100.00 0
2025-08-14 13F Harwood Advisory Group, LLC 0 -100.00 0
2025-08-04 13F Waterfront Wealth Inc. 34,688 -0.16 1,102 -0.81
2025-07-29 13F Huntleigh Advisors, Inc. 7,796 -12.37 248 -13.03
2025-08-11 13F Private Advisor Group, LLC 29,467 -0.59 936 -1.27
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 10,239 -2.38 325 -2.99
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100.00 0 -100.00
2025-07-09 13F Inspirion Wealth Advisors, Llc 41,250 -5.74 1,310 -6.29
2025-08-06 13F Round Rock Advisors, LLC 14,836 -14.62 471 -15.14
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-08-14 13F Glen Eagle Advisors, LLC 61,757 -12.00 1,961 -12.53
2025-04-24 13F/A Golden State Wealth Management, LLC 0 -100.00 0
2025-08-13 13F Fiduciary Group LLC 0 -100.00 0
2025-07-29 13F Uhlmann Price Securities, Llc 10,190 -31.31 324 -31.86
2025-08-13 13F M&t Bank Corp 1,071,307 -0.93 34,025 -1.55
2025-08-08 13F Hartland & Co., LLC 21,005 -6.30 667 -6.84
2025-07-09 13F Bank of New Hampshire 1,540 -45.77 49 -46.67
2025-08-14 13F Royal Bank Of Canada 822,035 -14.24 26,108 -14.78
2025-05-15 13F/A Orion Portfolio Solutions, LLC 35,483 -13.90 1,134 -19.86
2025-07-21 13F TFG Advisers LLC 44,931 -2.72 1,427 -3.32
2025-08-12 13F Integrated Advisors Network LLC 14,250 -1.81 453 -2.38
2025-08-14 13F Synovus Financial Corp 0 -100.00 0
2025-07-28 13F Founders Grove Wealth Partners, Llc 64,501 -5.33 2,049 -5.93
2025-07-30 13F Capstone Triton Financial Group, LLC 0 -100.00 0
2025-08-05 13F Prosperity Consulting Group, LLC 194,328 -4.92 6,172 -5.51
2025-08-06 13F Columbia River Financial Group, LLC 20,062 -12.29 1
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100.00 0
2025-07-31 13F 180 Wealth Advisors, Llc 57,614 -0.92 1,830 -1.56
2025-07-21 13F F&V Capital Management, LLC 35,190 -29.39 1 0.00
2025-07-21 13F Ascent Group, LLC 58,966 -3.97 1,873 -4.59
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-14 13F Fmr Llc 11,718 -23.13 372 -23.61
2025-08-13 13F Colonial Trust Co / SC 3,242 -24.94 103 -24.82
2025-08-01 13F Envestnet Asset Management Inc 551,706 -12.28 17,520 -12.84
2025-08-14 13F Ameriprise Financial Inc 577,142 -7.93 18,363 -8.35
2025-07-09 13F Mirador Capital Partners LP 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 141,647 -2.28 4,499 -2.89
2025-07-09 13F Beacon Financial Group 75,013 -6.95 2,382 -7.53
2025-08-14 13F/A Rockefeller Capital Management L.P. 132,808 -6.20 4,218 -6.79
2025-07-21 13F Cape Ann Savings Bank 0 -100.00 0
2025-05-14 13F Monterey Private Wealth, Inc. 0 -100.00 0
2025-08-14 13F Connecticut Wealth Management, LLC 27,545 -1.35 875 -2.02
2025-07-21 13F Abundance Wealth Counselors 14,560 -0.16 0
2025-07-30 13F Principle Wealth Partners Llc 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 49,458 -2.50 1,571 -3.15
2025-08-06 13F Commonwealth Equity Services, Llc 335,967 -2.98 11 -9.09
2025-04-04 13F Legacy Private Trust Co. 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 152,415 -10.09 4,841 -10.65
2025-08-05 13F GHP Investment Advisors, Inc. 100 -76.74 3 -76.92
2025-08-13 13F Ally Invest Advisors Inc. 7,106 -5.05 226 -5.86
2025-08-12 13F Bokf, Na 27,735 -2.65 881 -3.30
2025-07-30 13F Pacific Sun Financial Corp 9,510 -3.26 302 -3.82
2025-08-08 13F Capital Investment Advisory Services, LLC 2,168 -2.12 69 -2.86
2025-08-08 13F Emerald Investment Partners, Llc 28,063 -3.89 891 -4.50
2025-07-24 13F IFP Advisors, Inc 25,330 -87.22 804 -87.31
2025-08-14 13F Stifel Financial Corp 142,762 -38.86 4,534 -39.25
2025-04-14 13F Wedmont Private Capital 0 -100.00 0
2025-08-08 13F Collaborative Wealth Managment Inc. 11,617 -6.19 369 -6.84
2025-07-30 13F Exencial Wealth Advisors, Llc 11,005 -2.75 350 -3.32
2025-08-06 13F Modera Wealth Management, LLC 55,207 -0.32 1,753 -0.96
2025-08-14 13F Mercer Global Advisors Inc /adv 590,173 -0.60 18,751 -1.06
2025-07-11 13F SILVER OAK SECURITIES, Inc 10,670 -1.66 339 -2.31
2025-05-06 13F Accredited Investors Inc. 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 589,206 -7.65 18,713 -8.22
2025-08-05 13F Bank Of Montreal /can/ 10,979 -10.18 349 -10.77
2025-08-14 13F IHT Wealth Management, LLC 21,913 -33.90 696 -34.37
2025-08-12 13F Accredited Wealth Management, LLC 0 -100.00 0
2025-08-18 13F Geneos Wealth Management Inc. 5,559 -10.41 177 -11.11
2025-08-11 13F Tidemark, LLC 793 -16.88 25 -16.67
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-08-11 13F Brown Brothers Harriman & Co 20 -85.19 1 -100.00
2025-08-13 13F Invesco Ltd. 8,112 -6.80 258 -7.55
2025-08-13 13F Cerity Partners LLC 64,072 -8.14 2,035 -8.75
2025-08-14 13F Two Sigma Investments, Lp 33,500 -67.41 1,064 -67.64
2025-07-17 13F Prepared Retirement Institute LLC 15,496 -33.71 492 -34.14
2025-08-04 13F Pinnacle Associates Ltd 13,839 -1.77 440 -2.44
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-07-16 13F Diversified Enterprises, LLC 12,457 -5.63 396 -6.18
2025-08-14 13F Warren Averett Asset Management, LLC 96,673 -5.17 3,070 -5.77
2025-08-14 13F Blue Capital, Inc. 0 -100.00 0
2025-07-08 13F Apella Capital, LLC 25,742 -7.34 841 1.08
2025-08-11 13F Invenio Wealth Partners Llc 12,277 -49.45 390 -49.87
2025-08-13 13F Northwestern Mutual Wealth Management Co 58,506 -2.25 1,858 -2.82
2025-05-08 13F Armis Advisers, LLC 0 -100.00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 18,639 -42.62 592 -43.06
2025-07-29 13F Private Trust Co Na 1,296 -39.97 41 -40.58
2025-07-28 13F Harbour Investments, Inc. 5,558 -4.12 177 -4.86
2025-08-05 13F Key FInancial Inc 167,354 -5.86 5,315 -6.44
2025-08-13 13F Natixis Advisors, L.p. 17,501 -2.54 1
2025-07-16 13F Old North State Wealth Management, LLC 41,811 -0.19 1,328 -0.75
2025-07-31 13F Sharper & Granite LLC 22,760 -1.39 751 1.90
2025-08-14 13F Raymond James Financial Inc 940,510 -2.65 29,871 -3.26
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-08-12 13F Vestor Capital, Llc 1,243 -98.20 0 -100.00
2025-08-14 13F Comerica Bank 24,898 -2.76 791 -3.42
2025-05-02 13F Napatree Capital Llc 6,692 -2.76 214 -9.75
2025-08-08 13F Crossmark Global Holdings, Inc. 7,951 -23.30 253 -23.87
2025-08-08 13F Larson Financial Group LLC 652 -27.15 21 -28.57
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-12 13F Del-Sette Capital Management, LLC 164,390 -0.34 5,221 -0.95
2025-08-14 13F Dagco, Inc. 0 -100.00 0
2025-07-29 13F Salomon & Ludwin, LLC 57,916 -1.32 1,911 1.92
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 100,168 -6.96 3,181 -7.53
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