MX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund - Institutionelt ejerskab - Sælgere

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-13 13F Pioneer Family Office, LLC 1.340 -91,64 118 -91,84
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0 -100,00
2026-05-15 13F Glen Eagle Advisors, LLC 510.077 -0,95 44.805 -2,71
2026-05-01 13F Kraft, Davis & Associates, LLC 56.023 -14,06 5.268 -11,34
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-06 13F Gryphon Financial Partners LLC 11.572 -8,50 1.016 -10,17
2026-05-12 13F Moneta Group Investment Advisors Llc 8.322 -10,28 731 -11,82
2026-05-14 13F Roof Eidam & Maycock/adv 55.581 -0,04 4.882 -1,81
2026-05-11 13F Per Stirling Capital Management, LLC. 328.365 -1,80 28.844 -3,54
2026-05-27 13F Tenret Co LLC 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 18.815 -13,71 2 0,00
2026-05-14 13F Us Bancorp \de\ 15.243 -21,73 1.339 -23,15
2026-02-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-04-21 13F PDS Planning, Inc 5.398 -2,03 474 -3,66
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-04-24 13F Fulton Bank, N.a. 11.409 -6,83 1.002 -8,49
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 97.143 -22,09 9.248 -17,07
2026-04-22 13F Retirement Guys Formula Llc 16.162 -13,50 1.420 -15,03
2026-04-06 13F GAMMA Investing LLC 751 -53,93 66 -55,17
2026-04-23 13F J.w. Cole Advisors, Inc. 60.202 -0,61 5.288 -1,98
2026-05-12 13F Asset One Wealth Management LLC 31.159 -2,73 2.911 -1,29
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-16 13F Montecito Bank & Trust 6.777 -2,08 595 -3,72
2026-05-04 13F Evernest Financial Advisors, LLC 38.219 -35,71 3.588 -35,46
2026-05-06 13F World Equity Group, Inc. 4.928 -0,10 433 -2,04
2026-05-05 13F Capital Investment Advisory Services, LLC 66.263 -0,02 5.821 -1,81
2026-05-15 13F Royal Bank Of Canada 1.507.750 -6,85 132.442 -8,50
2026-04-13 13F St Germain D J Co Inc 0 -100,00 0
2026-04-24 13F United Community Bank 7.849 -0,63 689 -2,41
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 8.318 -91,39 731 -91,55
2026-05-11 13F Aptus Capital Advisors, LLC 41.771 -0,49 3.669 -2,24
2026-05-14 13F Ted Buchan & Co 12.579 -5,25 1.105 -6,99
2026-05-14 13F Baird Financial Group, Inc. 86.701 -2,96 7.616 -4,68
2026-05-06 13F Meridian Wealth Management, LLC 6.895 -10,72 606 -12,32
2026-05-11 13F Pathstone Holdings, LLC 0 -100,00 0
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 151.687 -16,72 13.324 -18,21
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14.059 -2,89 1.235 -4,64
2026-04-20 13F Kestra Private Wealth Services, Llc 411.010 -0,57 36.103 -2,34
2026-04-14 13F Nova Wealth Management, Inc. 603 -9,60 53 -11,86
2026-01-20 13F Hubbell Strickland Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-15 13F Osbon Capital Management Llc 41.794 -4,69 3.671 -6,38
2026-04-15 13F LongView Wealth Management 4.313 -1,84 397 -1,00
2026-04-16 13F Rockland Trust Co 0 -100,00 0
2026-05-04 13F Retirement Planning Group 115.736 -0,50 10.166 -2,27
2026-05-11 13F VeraBank, N.A. 5.489 -3,48 482 -5,12
2026-05-15 13F Cascades Capital Asset Management, LLC 1.640 -46,41 144 -47,25
2026-04-10 13F Ipswich Investment Management Co., Inc. 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 7.439 -2,35 653 -4,11
2026-04-27 13F Pensionmark Financial Group, Llc 121.030 -1,22 10.631 -2,98
2026-04-22 13F RMR Wealth Builders 17.179 -7,85 1.509 -9,48
2026-04-21 13F Waterway Wealth Management, LLC 42.494 -5,32 3.733 -7,00
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 2.246 -0,80 201 -0,50
2026-05-07 13F Hollencrest Capital Management 20.369 -0,23 1.789 -1,97
2026-04-09 13F Central Valley Advisors, Llc 14.550 -4,11 1.278 -5,75
2026-05-05 13F Prosperity Consulting Group, LLC 91.948 -5,25 8.077 -6,94
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-04 13F Flynn Zito Capital Management, Llc 8.080 -4,04 710 -5,84
2026-04-22 13F Viewpoint Investment Partners Corp 31.678 -18,77 2.782 -20,22
2026-04-21 13F TigerOak Management, L.L.C. 296.463 -0,66 26.041 -2,43
2026-02-17 13F Glenmede Trust Co Na 57.493 -1,93 5.142 9,83
2026-05-13 13F Lido Advisors, LLC 606.427 -3,68 53.269 -4,90
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-28 13F Bravias Capital Group, LLC 20.935 -5,55 1.839 -7,27
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 26.399 -7,58 2.319 -9,24
2026-04-29 13F Advance Capital Management, Inc. 10.814 -2,41 950 -4,14
2026-05-15 13F Smartleaf Asset Management LLC 180.457 -12,92 15.456 -17,17
2026-04-28 13F Investment Advisory Services Group LLC 9.299 -76,28 817 -76,73
2026-05-20 13F Hobbs Group Advisors, LLC 59.790 -1,61 5.252 -3,37
2026-05-04 13F Sound Portfolio Advisors, LLC 27.811 -1,30 2.443 -3,06
2026-05-13 13F Prestige Wealth Management Group LLC 603.626 -3,16 53.023 -4,88
2026-05-21 13F Raab & Moskowitz Asset Management LLC 15.737 -6,67 1.382 -8,29
2026-04-30 13F Titleist Asset Management, Llc 30.136 -2,36 2.647 -4,09
2026-05-05 13F Collaborative Wealth Managment Inc. 5.818 -34,78 511 -35,88
2026-05-07 13F Northwestern Mutual Wealth Management Co 157.328 -28,87 13.820 -30,14
2026-05-05 13F Atria Investments Llc 209.339 -26,91 18.388 -28,21
2026-05-08 13F Guidance Capital, Inc 18.482 -2,47 1.737 0,93
2026-04-30 13F BRYN MAWR TRUST Co 104.620 -0,35 9.190 -2,13
2026-05-15 13F Keating Financial Advisory Services, Inc. 21.562 -23,75 1.894 -25,12
2026-04-24 13F Private Advisor Group, LLC 1.407.611 -0,84 123.644 -2,60
2026-04-07 13F Bulwark Capital Corp 10.323 -5,85 907 -7,55
2026-05-11 13F Commonwealth Retirement Investments LLC 3.730 -1,30 328 -2,97
2026-05-14 13F Venture Visionary Partners LLC 27.028 -84,97 2.374 -85,30
2026-05-13 13F NewEdge Wealth, LLC 366.729 -4,40 32.213 -6,10
2026-05-13 13F SRS Capital Advisors, Inc. 2.626 -41,92 241 -40,35
2026-05-08 13F Pnc Financial Services Group, Inc. 11.696.187 -4,97 1.027.393 -6,66
2026-04-08 13F Winter & Associates, Inc. 45.541 -16,30 4.027 -17,24
2026-04-28 13F Lansing Street Advisors 39.955 -1,24 3.510 -2,99
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 9.112 -0,14 1
2026-05-01 13F International Assets Investment Management, Llc 600 -16,32 53 -18,75
2026-05-13 13F Kingdom Financial Group LLC. 4.368 -38,77 384 -39,97
2026-05-05 13F Journey Advisory Group, LLC 105.557 -12,08 9.272 -13,64
2026-05-05 13F PFG Advisors 14.782 -32,16 1.298 -33,37
2026-05-11 13F Citigroup Inc 760 -69,65 67 -70,40
2026-05-01 13F Mutual Advisors, LLC 7.864 -4,70 691 -6,38
2026-05-15 13F GWM Advisors LLC 389.160 -26,09 15.505 -67,08
2026-05-06 13F LPL Financial LLC 11.527.081 -5,67 1.012.539 -7,34
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 2.569 -65,96 226 -66,62
2026-04-24 13F Root Financial Partners, LLC 871 -1,47 77 -3,80
2026-04-24 13F Berkeley, Inc 34.774 -54,95 3.055 -55,76
2026-01-29 13F Concurrent Investment Advisors, LLC 351.189 -4,35 31.407 -3,84
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-17 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 9.390 -22,52 827 -23,73
2026-04-24 13F RKL Wealth Management LLC 13.862 -3,74 1.218 -5,44
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.289 -23,39 201 -24,72
2026-05-15 13F Ancora Advisors, LLC 73.818 -9,91 6.484 -11,51
2026-05-01 13F Thrivent Financial For Lutherans 317.691 -4,52 28 -6,90
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 89.101 -14,13 7.827 -15,66
2026-05-15 13F Mission Wealth Management, Lp 4.236 -81,72 372 -82,04
2026-05-13 13F Lantern Wealth Advisors, LLC 3.783 -10,57 332 -12,17
2026-04-20 13F Tranquility Partners, LLC 3.600 -1,04 316 -2,77
2026-05-15 13F Warren Averett Asset Management, LLC 70.737 -5,15 6.214 -6,84
2026-05-14 13F Gladstone Institutional Advisory LLC 7.227 -35,95 635 -37,17
2026-05-12 13F Leavell Investment Management, Inc. 2.410 -21,75 212 -23,27
2026-05-14 13F Pinnacle Financial Partners, Inc. 4.159 -1,16 365 -2,93
2026-05-12 13F Cascade Financial Partners, LLC 23.774 -8,76 2.088 -10,39
2026-05-14 13F Thryve Wealth Management Llc 3.536 -73,22 311 -73,73
2026-05-11 13F Camden Capital, LLC 104.243 -19,80 9.157 -21,23
2026-05-15 13F Bank Of America Corp /de/ 11.704.650 -1,80 1.028.136 -3,55
2026-05-07 13F Continuum Wealth Advisors, Llc 27.121 -44,22 2.382 -45,20
2026-04-30 13F Private Trust Co Na 12.483 -23,86 1.097 -25,24
2026-04-10 13F Impact Capital Partners LLC 3.594 -62,94 316 -63,67
2026-05-15 13F United Capital Financial Advisers, Llc 94.746 -10,27 8.324 -11,86
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 3.906 -55,74 343 -56,53
2026-04-22 13F Paul Damon & Associates, Inc. 44.150 -61,69 3.878 -62,38
2026-04-14 13F Southland Equity Partners LLC 27.828 -1,07 2.444 -2,82
2026-04-29 13F Seelaus Asset Management LLC 2.483 -24,21 218 -25,34
2026-04-21 13F Clarus Group, Inc. 4.787 -0,40 420 -2,10
2026-05-01 13F Compass Financial Services Inc 227.624 -30,08 19.995 -31,33
2026-06-01 13F Flagship Wealth Advisors, Llc 64.346 -20,13 5.388 -25,21
2026-05-15 13F Mercer Global Advisors Inc /adv 28.880 -25,20 2.537 -22,28
2026-02-09 13F Coldstream Capital Management Inc 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 2.281 -30,39 200 -31,74
2026-04-22 13F Avantra Family Wealth, Inc. 11.063 -8,11 972 -9,76
2026-05-15 13F NorthRock Partners, LLC 6.004 -10,05 527 -11,73
2026-04-28 13F Stratos Wealth Partners, LTD. 114.560 -14,15 10.063 -15,68
2026-05-13 13F Mpwm Advisory Solutions, Llc 170 -11,46 15 -17,65
2026-05-12 13F Invesco Ltd. 0 -100,00 0
2026-04-02 13F Noble Wealth Management PBC 9.627 -4,87 846 -6,63
2026-04-22 13F Apollon Wealth Management, LLC 23.634 -22,99 2.076 -24,38
2026-04-27 13F Iron Financial, LLC 4.726 -7,89 415 -9,39
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 4.380 -3,31 385 -5,19
2026-04-08 13F Spinnaker Investment Group, LLC 568.471 -7,80 49.934 -9,44
2026-05-14 13F Hrt Financial Lp 2.567 -48,30 0
2026-05-15 13F Beacon Pointe Advisors, LLC 14.450 -9,30 1.269 -10,88
2026-05-13 13F Redwood Family Wealth LLC 7.146 -4,55 628 -6,28
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 4.109 -36,11 361 -37,39
2026-04-20 13F Triangle Securities Wealth Management 4.405 -3,08 387 -4,93
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 263.766 -2,07 23.169 -3,82
2026-04-13 13F Lauer Wealth, LLC 156.981 -0,25 14.202 -0,39
2026-05-12 13F/A Panoramic Investment Advisors, Llc 18.612 -3,91 1.635 -5,66
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-05-07 13F Facet Wealth, Inc. 0 -100,00 0
2026-02-12 13F Colonial Trust Advisors 0 -100,00 0 -100,00
2026-04-15 13F Journey Strategic Wealth Llc 6.031 -2,08 530 -3,82
2026-01-21 13F Walkner Condon Financial Advisors LLC 0 -100,00 0
2026-04-15 13F DAVENPORT & Co LLC 5.575 -2,65 490 -4,49
2026-04-28 13F Tempus Wealth Planning, LLC 23.465 -1,63 2.061 -3,38
2026-04-15 13F Meridian Financial Partners LLC 36.291 -3,48 3.208 -5,76
2026-05-12 13F One Capital Management, LLC 498.699 -3,49 43.806 -5,20
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0 -100,00
2026-04-10 13F Perigon Wealth Management, LLC 44.644 -0,60 3.921 -2,37
2026-05-04 13F Glassman Wealth Services 813.128 -3,35 71.425 -5,07
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-13 13F Peck Wealth Management, LLC 12.581 -4,55 1.105 -6,20
2026-05-14 13F Rockefeller Capital Management L.P. 723.634 -35,24 63.564 -36,39
2026-05-13 13F/A MWA Asset Management 5.651 -0,62 496 -2,36
2026-04-15 13F Silverlake Wealth Management Llc 12.612 -5,11 1.108 -6,82
2026-05-14 13F Gts Securities Llc 2.393 -93,73 210 -93,85
2026-01-12 13F Horizon Financial Services, Llc 0 -100,00 0
2026-05-14 13F Cwm, Llc 527.285 -2,18 46.317 96.391,67
2026-04-07 13F Fragasso Group Inc. 26.723 -1,57 2.363 -2,64
2026-05-14 13F Hilltop Holdings Inc. 2.860 -11,76 251 -13,15
2026-04-30 13F ATX Financial Planning, LLC 8.569 -50,34 753 -51,26
2026-04-17 13F Total Clarity Wealth Management, Inc. 5.097 -2,62 448 -4,49
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 26.720 -1,23 2.347 -2,98
2026-05-12 13F Cahill Financial Advisors Inc 58.165 -1,85 5.109 -3,59
2026-04-23 13F Summit Investment Advisory Services, LLC 19.728 -9,15 1.733 -10,77
2026-05-14 13F Kilter Group LLC 610 -85,54 54 -85,94
2026-04-17 13F First National Bank Sioux Falls 5.137 -0,54 477 3,25
2026-05-15 13F Advisory Services Network, LLC 49.986 -20,19 4.391 -21,62
2026-04-27 13F Bulltick Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 5.413 -7,80 475 -9,52
2026-05-05 13F HighTower Advisors, LLC 2.832.094 -1,29 248.772 -3,04
2026-05-15 13F Nikulski Financial, Inc. 23.530 -27,33 2.067 -28,64
2026-04-23 13F Columbia Advisory Partners Llc 226.430 -13,79 19.890 -15,33
2026-05-04 13F Mml Investors Services, Llc 282.700 -13,22 24.832 -14,76
2026-05-14 13F David R. Rahn & Associates Inc. 18.668 -10,61 1.640 -12,21
2026-05-14 13F Level Four Advisory Services, Llc 10.024 -2,89 881 -4,66
2026-04-23 13F Cornerstone Wealth Management, LLC 9.174 -6,13 806 -7,79
2026-05-11 13F TD Capital Management LLC 133.853 -0,51 11.758 -2,28
2026-04-23 13F Capital Management Corp /va 2.430 -10,00 213 -11,62
2026-04-15 13F Eaton Financial Holdings Company, LLC 58.442 -52,71 5.134 -53,55
2026-04-21 13F Old National Bancorp /in/ 7.278 -9,43 639 -11,00
2026-05-12 13F Benjamin Edwards Inc 5.396 -75,15 474 -75,64
2026-05-15 13F CI Private Wealth, LLC 73.709 -8,49 6.242 -13,36
2026-05-12 13F Thoroughbred Financial Services, Llc 26.904 -4,89 2 0,00
2026-05-13 13F Brinker Capital Investments, LLC 2.880 -77,73 253 -78,11
2026-04-10 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 19.319 -22,18 1.697 -23,60
2026-05-07 13F Crewe Advisors LLC 36 -33,33 3 -25,00
2026-05-07 13F Fox Financial, Inc 5.512 -0,76 484 -2,42
2026-05-15 13F Gw Henssler & Associates Ltd 6.910 -0,36 607 -2,26
2026-04-29 13F Cary Street Partners Financial Llc 0 -100,00 0
2026-04-14 13F Regent Peak Wealth Advisors LLC 3.687 -13,39 324 -15,00
2026-04-23 13F Catalina Capital Group, LLC 51.910 -0,40 4.560 -2,19
2026-04-08 13F Fermata Advisors, LLC 50.634 -11,02 4.448 -12,62
2026-05-15 13F IHT Wealth Management, LLC 73.545 -29,08 6.460 -30,34
2026-04-16 13F Heck Capital Advisors, LLC 186.058 -0,13 16.343 -1,90
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.079.247 -29,70 94.801 -30,95
2026-05-05 13F Duncan Williams Asset Management, LLC 507.774 -2,95 44.603 -7,46
2026-04-22 13F JNBA Financial Advisors 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 4.109 -31,24 361 -32,58
2026-05-14 13F We Are One Seven, LLC 8.947 -3,31 786 -5,08
2026-04-27 13F Sound Income Strategies, LLC 134 -72,08 12 -74,42
2026-04-24 13F Crux Wealth Advisors 49.501 -1,28 4.348 -3,03
2026-04-14 13F Prospera Financial Services Inc 64.192 -23,99 5.641 -25,33
2026-05-12 13F Operose Advisors LLC 969 -4,34 85 -5,56
2026-05-15 13F IMG Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 1.030.545 -5,32 92.162 95.901,04
2026-05-05 13F Bcm Advisors, Llc 390.211 -1,41 36.454 1,33
2026-05-06 13F Greenwood Gearhart Inc 10.010 -3,42 879 -5,08
2026-05-05 13F Sanctuary Advisors, LLC 217.227 -15,80 19.081 -17,29
2026-05-15 13F Advisor Group Holdings, Inc. 597.611 -8,93 52.503 -10,54
2026-05-04 13F Savant Capital, LLC 390.416 -5,15 34.294 -6,84
2026-04-28 13F Robertson Stephens Wealth Management, LLC 12.922 -0,01 1.135 -1,73
2026-01-16 13F Trust Co Of Vermont 231 -21,69 21 -23,08
2026-04-17 13F Outlook Wealth Advisors, LLC 7.057 -4,88 620 -6,64
2026-04-27 13F Lodestar Private Asset Management Llc 81.600 -1,74 7.168 -3,50
2026-05-15 13F/A Independent Financial Group, Llc 11.345 -1,94 997 -3,68
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 33.149 -16,28 2.912 -17,77
2026-05-07 13F Scarborough Advisors, LLC 1.857 -1,75 163 -3,55
2026-02-02 13F Sachetta, LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-04 13F Citizens National Bank Trust Department 47.268 -2,69 4.152 -4,42
2026-05-07 13F Tidemark, LLC 0 -100,00 0
2026-05-08 13F Cetera Trust Company, N.A 200 -42,36 18 -45,16
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-07 13F Premier Private Wealth Management LLC 53.555 -30,00 4.704 -33,22
2026-05-08 13F Perspective Wealth Advisors Llc 10.616 -19,56 933 -21,02
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-04 13F Alta Wealth Advisors LLC 6.147 -0,79 540 -2,71
2026-05-14 13F Captrust Financial Advisors 761.831 -0,09 66.901 -1,89
2026-05-11 13F National Wealth Management Group, LLC 4.602 -43,59 404 -44,58
2026-04-28 13F Flagship Harbor Advisors, Llc 104.374 -8,91 9.168 -10,53
2026-05-11 13F Wells Fargo & Company/mn 1.654.013 -1,74 145.289 -3,49
2026-04-15 13F Third View Private Wealth, LLC 3.320 -11,68 292 -13,39
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-05-11 13F Expressive Wealth LLC 0 -100,00 0
2026-05-13 13F/A Atlas Wealth LLC 2.375 -4,70 209 -6,31
2026-02-06 13F GPS Wealth Strategies Group, LLC 6.278 -97,88 561 -97,87
2026-04-17 13F Krilogy Financial LLC 7.384 -5,26 685 -3,79
2026-04-22 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 24.765 -3,91 2.175 -5,60
2026-05-13 13F Calton & Associates, Inc. 4.950 -18,95 435 -20,51
2026-04-20 13F Breakwater Capital Group 2.333 -9,19 205 -10,92
2026-05-11 13F Kondo Wealth Advisors, Inc. 5.831 -21,14 512 -22,54
2026-05-14 13F Gambit Capital Management, LLC 8.673 -9,36 762 -10,99
2026-05-15 13F Equitable Holdings, Inc. 614.688 -24,07 54.972 -24,07
2026-05-15 13F Flow Traders U.s. Llc 10.591 -46,47 1 -100,00
2026-05-04 13F Envestnet Asset Management Inc 2.157.249 -8,18 189.493 -9,82
2026-05-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 78.907 -14,01 6.951 -15,30
2026-04-27 13F Fiduciary Planning LLC 513.030 -8,31 45.065 -9,94
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 8.131 -39,09 714 -40,15
2026-05-15 13F Inspire Advisors, LLC 5.289 -0,41 465 -2,11
2026-04-30 13F Sequoia Financial Advisors, LLC 108.637 -3,04 9.543 -4,77
2026-04-30 13F Legacy Financial Advisors, Inc. 722.416 -11,72 63.457 -13,29
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Sage Private Wealth Group, Llc 0 -100,00 0
2026-05-07 13F Taiyo Life Insurance Co 390.000 -25,71 34 -26,09
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 5.510 -10,83 484 -12,50
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-01-14 13F ORG Partners LLC 12.421 -30,80 1.111 -30,45
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-11 13F First National Bank Of Omaha 15.962 -3,59 1.367 -8,26
2026-04-23 13F Howard Bailey Securities, Llc 12.815 -0,30 1.126 -2,09
2026-04-27 13F Soltis Investment Advisors LLC 4.489 -11,77 394 -13,41
2026-04-27 13F Beacon Financial Advisory LLC 9.625 -6,70 845 -8,35
2026-05-14 13F CIBC World Markets Inc. 3.313 -13,57 291 -14,91
2026-04-27 13F Truist Financial Corp 269.078 -9,39 23.636 -11,00
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-04 13F Milestones Private Investment Advisors LLC 2.790 -69,86 245 -70,37
2026-02-05 13F Dana Investment Advisors, Inc. 0 -100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-04-23 13F OakTrust Wealth Advisors, LLC 14.347 -40,79 1.260 -41,83
2026-04-29 13F Axxcess Wealth Management, Llc 11.815 -1,39 1.038 -3,17
2026-04-22 13F Muirfield Wealth Advisors Llc 13.006 -0,02 1.142 -1,81
2026-04-24 13F Williams Financial, LLC 139.329 -0,62 12.239 -2,38
2026-05-13 13F Strategic Financial Concepts, LLC 9.534 -53,34 837 -54,19
2026-02-23 13F Virtu Financial LLC 0 -100,00 0
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-16 13F Stonebridge Wealth Management, LLC 14.870 -6,12 1.306 -7,77
2026-05-07 13F Lowe Brockenbrough & Co Inc 3.000 -18,92 264 -20,30
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-28 13F Wealth Management Resources, Inc. 19.674 -14,52 1.728 -16,03
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 10.166 -23,94 893 -25,36
2026-05-12 13F Ausdal Financial Partners, Inc. 53.023 -8,75 4.658 -10,37
2026-04-15 13F Seacrest Wealth Management, Llc 55.880 -2,11 4.908 -4,75
2026-04-23 13F Blue Rock Wealth Management LLC 123.241 -0,77 10.826 -2,54
2026-05-15 13F Brooks, Moore & Associates, Inc. 36.760 -7,74 3.229 -9,40
2026-04-30 13F Beacon Financial Group 574.692 -0,60 50.481 -2,37
2026-04-30 13F LRI Investments, LLC 6.904 -1,60 606 -3,35
2026-05-05 13F Smith, Moore & Co. 5.009 -42,43 440 -43,57
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-27 13F Albion Financial Group /ut 85.279 -0,01 7.491 -1,80
2026-05-08 13F Roundview Capital LLC 0 -100,00 0
2026-05-13 13F Wealth Management Associates, Inc. 7.613 -2,48 669 -4,30
2026-01-21 13F Greenleaf Trust 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 5.789 -2,46 518 -1,90
2026-05-11 13F Insight Advisors, LLC/ PA 7.603 -95,64 668 -95,73
2026-05-27 13F Allen Capital Group, LLC 7.693 -1,41 676 -3,16
2026-04-17 13F AdvisorNet Financial, Inc 702 -6,02 62 -7,58
2026-04-28 13F Interactive Financial Advisors 5.485 -6,40 482 -8,21
2026-05-05 13F Signet Financial Management, Llc 6.718 -0,59 590 -2,32
2026-05-12 13F Rsm Us Wealth Management Llc 51.280 -0,07 4.504 -2,53
2026-04-15 13F Sarver Vrooman Wealth Advisors 46.910 -3,25 4.121 -4,98
2026-05-06 13F SK Wealth Management, LLC 258.309 -5,19 22.842 -8,43
2026-04-22 13F Janney Montgomery Scott LLC 236.963 -3,93 21 -9,09
2026-05-15 13F Fairview Capital Investment Management, Llc 4.845 -7,98 426 -9,57
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-05-15 13F GLOBALT Investments LLC / GA 28.262 -1,09 2.483 -2,86
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 17.666 -1,88 1.552 -3,66
2026-05-08 13F Joseph Group Capital Management 96 -10,28 8 -11,11
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 567 -73,32 50 -74,21
2026-05-14 13F Redwood Financial Network Corp 3.717 -14,96 327 -16,41
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 2.833 -0,63 249 -2,36
2026-05-15 13F Ameriprise Financial Inc 6.841.705 -2,81 600.993 -4,53
2026-05-13 13F May Barnhard Investments LLC 5.647 -13,52 496 -15,07
2026-05-05 13F Plante Moran Financial Advisors, LLC 2.072 -28,67 182 -29,73
2026-05-01 13F Citizens Financial Group Inc/ri 12.418 -9,05 1.091 -10,73
2026-05-14 13F Regal Investment Advisors LLC 30.481 -0,10 2.677 -1,87
2026-05-14 13F Aries Wealth Management 48.627 -3,60 4.271 -5,32
2026-04-08 13F Archer Investment Management, LLC 9.232 -74,77 811 -75,24
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-04-14 13F Covenant Asset Management, LLC 5.524 -5,00 485 -6,73
2026-05-08 13F Glenview Trust Co 11.557 -0,58 1.015 -2,31
2026-01-29 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 17.371 -1,79 1.526 -3,54
2026-05-15 13F Cerity Partners LLC 316.695 -5,67 27.819 -7,34
2026-04-28 13F TritonPoint Partners, LLC 3.789 -28,76 333 -30,11
2026-02-13 13F Van Eck Associates Corp 0 -100,00 0
2026-04-16 13F Friday Financial 4.900 -7,55 430 -9,09
2026-04-17 13F Novare Capital Management Llc 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 56.400 -13,25 4.954 -14,79
2026-05-13 13F Bank Of Montreal /can/ 13.871 -0,28 1.218 -2,01
2026-04-10 13F AssuredPartners Investment Advisors, LLC 18.098 -2,68 1.600 -3,79
2026-04-14 13F Well Done, LLC 13.330 -0,87 1.171 -2,66
2026-04-13 13F Creative Financial Designs Inc /adv 2.946 -10,32 259 -11,95
2026-04-24 13F Keybank National Association/oh 27.817 -1,30 2.443 -3,06
2026-04-28 13F Golden State Wealth Management, LLC 75.772 -38,42 6.656 -39,52
2026-05-14 13F Herold Advisors, Inc. 29.154 -7,34 2.561 -8,99
2026-05-13 13F NFP Retirement, Inc. 8.986 -1,10 789 -2,83
2026-04-28 13F SBI Securities Co., Ltd. 27.477 -2,04 2.414 -3,79
2026-04-21 13F Mayfair Advisory Group, LLC 10.006 -4,56 879 -6,60
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 716.773 -41,53 63.119 -43,18
2026-04-16 13F Sheets Smith Wealth Management 13.038 -2,49 1.145 -4,18
2026-02-13 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-05-11 13F REAP Financial Group, LLC 4.192 -13,08 368 -14,62
2026-01-06 13F Investors Research Corp 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 5.162 -30,55 462 -30,26
2026-05-15 13F Armis Advisers, LLC 12.931 -2,97 1.237 6,45
2026-05-12 13F Ameritas Advisory Services, LLC 3.012 -4,02 265 -5,71
2026-05-07 13F First National Trust Co 48.687 -12,44 4.277 -14,00
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 116.174 -2,57 10.205 -4,30
2026-05-14 13F Pacific Financial Group Inc 2.906 -7,42 255 -8,93
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