DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund - Kepemilikan Institusional - Penjual

WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
US ˙ ARCA ˙ US97717W3079

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.

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
(%)
2025-08-13 13F IAG Wealth Partners, LLC 398,151 -4.20 32,704 -0.85
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 133,991 -2.13 11,180 2.89
2025-05-05 13F St. Louis Trust Co 0 -100.00 0
2025-08-12 13F Absolute Capital Management, LLC 5,186 -11.49 426 -8.60
2025-08-14 13F Wick Capital Partners, LLC 1,361 -58.52 270 3.46
2025-08-13 13F Rockport Wealth LLC 28,061 -17.61 2,305 -14.76
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 44,122 -4.87 3,624 -1.55
2025-05-13 13F United Capital Financial Advisers, Llc 0 -100.00 0
2025-07-29 13F Chicago Partners Investment Group LLC 25,193 -1.25 2,121 7.40
2025-08-05 13F Bridgewater Advisors Inc. 2,911 -7.65 245 1.24
2025-08-06 13F Golden State Wealth Management, LLC 400 -40.92 33 -39.62
2025-07-21 13F Ameritas Advisory Services, LLC 705 -84.38 58 -83.71
2025-08-19 13F National Asset Management, Inc. 3,971 -66.43 326 -64.57
2025-05-28 13F Intrua Financial, LLC 0 -100.00 0 -100.00
2025-08-11 13F Resurgent Financial Advisors LLC 20,336 -7.62 1,670 -4.41
2025-08-14 13F UBS Group AG 1,301,779 -1.02 106,928 2.43
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2,557 -16.03 210 -12.86
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100.00 0
2025-08-01 13F Heritage Wealth Management, Inc./Texas 7,247 -35.35 595 -33.07
2025-08-04 13F Linscomb & Williams, Inc. 46,995 -0.44 3,860 3.04
2025-08-12 13F Steward Partners Investment Advisory, Llc 191,467 -0.21 15,727 3.28
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-08-12 13F Weaver Consulting Group 3,152 -1.56 259 1.57
2025-07-08 13F Nbc Securities, Inc. 2,425 -7.62 0
2025-07-17 13F Janney Montgomery Scott LLC 44,545 -15.17 4 -25.00
2025-08-13 13F Lido Advisors, LLC 30,119 -35.43 2,474 -33.20
2025-04-30 13F Seamount Financial Group Inc 0 -100.00 0
2025-08-14 13F Prestige Wealth Management Group LLC 0 -100.00 0
2025-08-12 13F Garrett Wealth Advisory Group, LLC 4,681 -2.36 385 1.05
2025-08-14 13F/A Rockefeller Capital Management L.P. 388,221 -0.54 31,889 2.93
2025-07-29 13F Kondo Wealth Advisors, Inc. 25,372 -2.46 2,100 1.70
2025-08-14 13F Clark Capital Management Group, Inc. 0 -100.00 0
2025-07-15 13F Capital Investment Advisors, LLC 0 -100.00 0
2025-08-13 13F Transce3nd, LLC 785 -0.76 64 3.23
2025-08-12 13F Wealthbridge Capital Management, Llc 18,572 -0.16 1,525 3.32
2025-08-14 13F Win Advisors, Inc 0 -100.00 0
2025-08-07 13F Midland Wealth Advisors Llc 7,683 -0.40 631 3.10
2025-07-11 13F Kaydan Wealth Management, Inc. 8,589 -5.36 706 -2.08
2025-07-16 13F Signaturefd, Llc 84 -94.20 7 -94.74
2025-08-14 13F Novus Advisors, Llc 3,670 -23.70 301 -21.00
2025-07-31 13F Washington Trust Advisors, Inc. 1,075 -8.51 88 -5.38
2025-07-25 13F LRI Investments, LLC 335,693 -0.57 27,574 2.90
2025-08-11 13F Stonebrook Private Inc. 3,109 -3.00 255 0.39
2025-08-01 13F FSA Advisors, Inc. 3,058 -61.46 251 -60.10
2025-08-05 13F Strategic Financial Concepts, LLC 3,595 -1.13 295 2.43
2025-08-12 13F Clearwater Capital Advisors, LLC 53,709 -2.16 4,412 1.24
2025-07-15 13F Mather Group, Llc. 32,075 -0.64 2,635 2.81
2025-08-11 13F Culbertson A N & Co Inc 22,260 -2.62 1,828 0.77
2025-07-31 13F Sage Mountain Advisors LLC 0 -100.00 0
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0 -100.00
2025-07-10 13F Sovran Advisors, LLC 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc 1 -99.00 0 -100.00
2025-07-24 13F Us Bancorp \de\ 16,340 -0.07 1,342 3.47
2025-08-11 13F Citigroup Inc 23,837 -0.62 1,958 2.89
2025-05-14 13F CIBC Private Wealth Group, LLC 0 -100.00 0 -100.00
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 16,629 -67.68 1,366 -66.57
2025-07-30 13F Insight Advisors, LLC/ PA 3,453 -0.69 284 2.91
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100.00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 104,628 -1.00 8,594 2.46
2025-07-23 13F Element Wealth, LLC 7,967 -0.74 654 2.67
2025-08-08 13F Advisors Capital Management, LLC 0 -100.00 0
2025-08-04 13F Assetmark, Inc 45,497 -1.91 3,737 1.52
2025-08-13 13F Renaissance Technologies Llc 5,400 -63.51 444 -62.27
2025-07-15 13F Cora Capital Advisors Llc 4,964 -53.58 408 -52.00
2025-07-09 13F Dynamic Advisor Solutions LLC 10,150 -0.22 834 3.22
2025-08-12 13F Global Retirement Partners, LLC 8,677 -23.20 713 -18.91
2025-08-07 13F Flagship Wealth Advisors, Llc 19,534 -36.03 1,605 -33.80
2025-08-08 13F SBI Securities Co., Ltd. 3,104 -2.94 255 0.40
2025-08-11 13F Wealthspire Advisors, LLC 35,713 -12.24 2,933 -9.17
2025-08-08 13F Kingsview Wealth Management, LLC 4,777 -16.59 392 -13.66
2025-07-29 13F ShoreHaven Wealth Partners, LLC 9,880 -1.22 812 2.27
2025-08-15 13F Captrust Financial Advisors 59,923 -1.25 4,922 2.20
2025-08-14 13F Synovus Financial Corp 7,370 -0.15 606 3.41
2025-08-14 13F Mml Investors Services, Llc 39,096 -5.03 3 0.00
2025-07-29 13F Uhlmann Price Securities, Llc 11,503 -46.26 945 -44.44
2025-08-13 13F M&t Bank Corp 7,622 -3.18 626 0.32
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 30,778 -6.32 2,529 -3.03
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 4,922 -0.79 404 2.80
2025-08-14 13F Integrated Wealth Concepts LLC 7,782 -14.88 639 -11.86
2025-07-25 13F Concurrent Investment Advisors, LLC 59,867 -12.88 4,917 -9.83
2025-08-12 13F Allen Capital Group, LLC 39,288 -1.22 3,227 2.25
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1,700 -63.83 140 -62.33
2025-07-25 13F Cwm, Llc 8,617 -13.21 1
2025-08-08 NP QALTX - Quantified Alternative Investment Fund Investor Class Shares 0 -100.00 0 -100.00
2025-08-06 13F Moors & Cabot, Inc. 3,517 -0.99 289 2.49
2025-07-29 13F Private Trust Co Na 15,300 -21.88 1,257 -19.18
2025-07-16 13F Perigon Wealth Management, LLC 6,388 -1.99 525 1.35
2025-08-05 13F Advisors Preferred, LLC 0 -100.00 0
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 6,008 -2.32 494 1.02
2025-08-08 13F Thoroughbred Financial Services, Llc 8,757 -17.16 1
2025-08-11 13F Aptus Capital Advisors, LLC 1,494 -4.60 123 -1.61
2025-08-11 13F United Advisor Group, LLC 108,544 -0.37 8,916 3.10
2025-08-14 13F Ausdal Financial Partners, Inc. 28,554 -1.77 2,345 1.65
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-07-21 13F Stock Yards Bank & Trust Co 0 -100.00 0
2025-08-12 13F Founders Financial Alliance, LLC 21,852 -0.94 1,795 2.51
2025-08-12 13F Jpmorgan Chase & Co 164,580 -8.48 13,519 -5.29
2025-08-13 13F EverSource Wealth Advisors, LLC 7,829 -12.58 643 -9.44
2025-07-28 13F Nadler Financial Group, Inc. 46,420 -4.01 3,813 -0.68
2025-07-10 13F Wedmont Private Capital 19,616 -2.15 1,629 8.90
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100.00 0
2025-08-07 13F Howard Bailey Securities, Llc 67,194 -1.15 5,519 2.30
2025-08-08 13F Collaborative Wealth Managment Inc. 6,900 -13.46 567 -10.44
2025-08-07 13F Rollins Financial Advisors, LLC 29,700 -0.54 2,440 2.91
2025-07-10 13F Moller Financial Services 92,805 -0.59 7,623 2.87
2025-07-18 13F Institute for Wealth Management, LLC. 3,956 -0.33 325 2.86
2025-08-06 13F Commonwealth Equity Services, Llc 633,518 -26.66 52 -23.53
2025-07-25 13F Almanack Investment Partners, LLC. 9,241 -92.54 759 -92.28
2025-08-01 13F Brookwood Investment Group LLC 0 -100.00 0
2025-08-06 13F Modera Wealth Management, LLC 6,057 -1.77 498 1.64
2025-07-21 13F Precedent Wealth Partners, Llc 0 -100.00 0
2025-08-05 13F Mission Wealth Management, Lp 33,686 -0.78 2,767 2.67
2025-08-05 13F Arrowroot Family Office, LLC 3,013 -8.86 247 -3.89
2025-08-13 13F Rsm Us Wealth Management Llc 12,623 -39.98 1,037 -37.93
2025-08-05 13F Bank Of Montreal /can/ 1,800 -5.31 148 -2.00
2025-07-29 13F Kelman-Lazarov, Inc. 3,968 -1.61 326 1.56
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 55,070 -0.92 4,523 2.54
2025-08-12 13F LPL Financial LLC 3,249,447 -6.07 266,910 -2.79
2025-07-09 13F Post Resch Tallon Group Inc. 7,475 -2.61 614 1.32
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 68,877 -0.52 5,658 2.95
2025-08-14 13F Main Street Financial Solutions, LLC 175,498 -3.13 14,415 0.25
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0 -100.00
2025-08-08 13F Capital Investment Advisory Services, LLC 0 -100.00 0
2025-07-18 13F Trilogy Capital Inc. 1,157,031 -1.74 95,039 1.69
2025-05-01 13F Quest 10 Wealth Builders, Inc. 138 -9.80 11 -9.09
2025-07-15 13F Heritage Oak Wealth Advisors Llc 5,109 -15.12 420 -12.16
2025-07-30 13F Caliber Wealth Management, LLC / KS 126,740 -5.63 10,410 -2.34
2025-08-13 13F Congress Wealth Management LLC / DE / 56,332 -1.67 4,627 1.76
2025-08-13 13F Tobias Financial Advisors, Inc. 67,872 -7.34 5,575 -4.09
2025-08-13 13F Ark & Tlk Investments, Llc 5,461 -5.26 449 -1.97
2025-08-08 13F Pnc Financial Services Group, Inc. 3,886,291 -0.16 319,220 3.33
2025-08-14 13F Comerica Bank 57,127 -2.83 4,692 0.56
2025-08-15 13F Morgan Stanley 2,954,379 -0.32 242,673 3.16
2025-08-11 13F Western Wealth Management, LLC 7,540 -1.32 619 2.15
2025-08-04 13F Mesirow Financial Investment Management, Inc. 11,811 -50.00 970 -48.24
2025-08-11 13F NewEdge Wealth, LLC 8,050 -1.59 672 3.54
2025-08-04 13F/A 626 Financial, LLC 9,195 -1.40 755 2.03
2025-07-08 13F Parallel Advisors, LLC 15,378 -1.14 1,263 2.35
2025-08-05 13F Bank of New York Mellon Corp 8,105 -84.81 666 -84.29
2025-07-31 13F Oppenheimer & Co Inc 10,480 -18.19 861 -15.35
2025-08-13 13F Beacon Pointe Advisors, LLC 2,646 -10.76 217 -7.66
2025-04-30 13F Bank Hapoalim Bm 0 -100.00 0
2025-08-13 13F Cary Street Partners Financial Llc 3,112 -10.83 255 -7.94
2025-07-28 13F RFG Advisory, LLC 89,522 -25.92 7,353 -23.33
2025-08-14 13F Evercore Wealth Management, LLC 1,072,367 -1.71 88,084 1.72
2025-08-12 13F Vestor Capital, Llc 253 -98.06 0 -100.00
2025-07-15 13F FLP Wealth Management, LLC 0 -100.00 0
2025-07-28 13F Revolve Wealth Partners, LLC 213,427 -2.81 17,531 0.58
2025-08-14 13F Goldman Sachs Group Inc 313,974 -0.67 25,790 2.79
2025-05-09 13F Belvedere Trading LLC Call 0 -100.00 0
2025-04-15 13F Noble Wealth Management PBC 1,437 -15.96 114 -14.29
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100.00 0
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-12 13F Financial Advocates Investment Management 2,675 -54.71 220 -53.21
2025-07-29 13F Stratos Wealth Partners, LTD. 352,065 -8.34 28,919 -5.14
Other Listings
MX:DLN
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista