Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di WisdomTree Trust - WisdomTree U.S. Value Fund meliputi Smith Anglin Financial, LLC, HighTower Advisors, LLC, Oppenheimer & Co Inc, Onyx Bridge Wealth Group LLC, Mariner, LLC, LGWAX - LADENBURG GROWTH FUND Class A Shares, Axxcess Wealth Management, Llc, Trust Co Of Toledo Na /oh/, LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares, LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares, USAdvisors Wealth Management, LLC, Bowman & Co S.C., Cooper Financial Group, LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares, Avantax Advisory Services, Inc., Bay Capital Advisors, LLC, Valued Retirements, Inc., Change Path, LLC, Advisory Services Network, LLC, dan Country Club Bank /gfn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 94,096 | 8,130 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,359 | 1.73 | 382 | 8.52 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,581 | 45.45 | 482 | 53.02 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 40,790 | 50.95 | 3,524 | 58.74 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 37,286 | 337.58 | 3,222 | 360.14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,205,060 | 1,310.53 | 104,117 | 1,383.36 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,263 | 4.04 | 627 | 9.42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 347 | 38.80 | 30 | 45.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10,656 | 17.02 | 921 | 22.99 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,159 | 103.33 | 100 | 117.39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 76,666 | 16.04 | 6,624 | 19.94 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 5,970 | 513 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 47,958 | 3.68 | 4,121 | 9.51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,985 | 112.31 | 517 | 122.84 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,125 | 356 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 35,043 | 12.26 | 3,028 | 18.01 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 14,785 | 1,277 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 30,118 | 2.99 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3,734 | 6.17 | 323 | 11.81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131,104 | 28.20 | 11,327 | 34.80 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 30,645 | 2,648 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,462 | 3.71 | 299 | 9.12 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 41,436 | 253.10 | 3,580 | 271.37 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 26,278 | 2,270 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 132,039 | 4,193.95 | 11,408 | 4,426.98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11,294 | 149.37 | 976 | 162.10 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 106 | 21.84 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 119,903 | 10,441 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 35,729 | 3,087 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,504 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 129,687 | 11,205 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 47,103 | 4,070 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 64,246 | 41.61 | 5,551 | 48.91 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 81 | 1.25 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 2,630 | 227 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33,732 | 45.67 | 2,914 | 53.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,007,413 | 37.52 | 173,440 | 44.60 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 6,293 | 21.75 | 544 | 28.07 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 83,036 | 91.02 | 7,174 | 100.90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,142 | 155.82 | 1,222 | 168.94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,010 | 87 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,423 | 20.56 | 469 | 26.83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 244 | 69.44 | 21 | 90.91 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 1,112,973 | 96,161 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 3,920 | 2.64 | 339 | 7.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 216,414 | 25.71 | 19 | 28.57 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11,833 | 94.43 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 74,191 | 8.74 | 6,410 | 14.34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,786 | 14.28 | 673 | 20.21 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 2,260 | 195 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 118,248 | 10,217 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 36,758 | 11.11 | 3,176 | 16.81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 783 | 62.11 | 68 | 76.32 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 84,782 | 3.64 | 7,325 | 8.97 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,147 | 85.60 | 99 | 98.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,005 | 0 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 65,876 | 5.38 | 5,692 | 10.81 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 42 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,422 | 31.95 | 468 | 36.44 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 288 | 25 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 20,713 | 1,790 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4,594 | 397 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 66,046 | 14.35 | 5,706 | 20.25 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 119,664 | 7.10 | 10,339 | 12.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,780,632 | 1,256.61 | 153,847 | 1,326.48 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5,631 | 30.68 | 487 | 37.29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,705 | 9.94 | 320 | 15.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 666,243 | 57,563 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 252 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 129,660 | 6.96 | 11,203 | 12.47 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 9,950 | 9.97 | 860 | 15.61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 98,683 | 25.39 | 9 | 33.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 272 | 18.26 | 23 | 27.78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 785 | 36.05 | 68 | 42.55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12,736 | 181.65 | 1,101 | 196.50 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2,819 | 6.86 | 244 | 12.50 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10,326 | 892 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 120,146 | 10,381 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6,280 | 35.49 | 543 | 42.63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 876,853 | 20.50 | 75,760 | 26.70 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 223,687 | 0.53 | 19,327 | 5.71 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 70 | 6 | ||||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 124,975 | 10,798 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,408 | 469 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 175,971 | 15,204 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 175,247 | 15,141 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 94,175 | 52.75 | 8,137 | 60.60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,084 | 871 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 227,996 | 38.05 | 19,699 | 45.16 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 222,048 | 2.18 | 19,185 | 7.44 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,916 | 777 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 70,634 | 11.70 | 6,103 | 17.46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3,902 | 1.72 | 337 | 6.98 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 80,672 | 19.13 | 6,970 | 25.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,144,700 | 65.20 | 98,902 | 73.70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,867 | 300.54 | 1,717 | 321.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 307,697 | 246.07 | 26,585 | 263.93 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 59,008 | 5 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 102,598 | 5.85 | 8,864 | 11.30 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,706 | 20.23 | 147 | 26.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,881 | 7.91 | 1,372 | 13.48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,297 | 34.37 | 890 | 41.34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 129,226 | 22.61 | 11,165 | 28.93 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13,556 | 12.13 | 1,171 | 17.93 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,243 | 36.64 | 467 | 54.64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,330 | 1 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5,785 | 0.03 | 500 | 5.05 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25,351 | 2,190 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7,201 | 66.11 | 622 | 74.72 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,788 | 1.76 | 932 | 7.00 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 69,592 | 6,013 |
