Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans WisdomTree Trust - WisdomTree U.S. Multifactor Fund comprennent 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, et Kilter Group LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
