Free Trial

Affinity World Leaders Equity ETF (WLDR) Institutional Ownership

→ top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (From Traders Agency) (Ad)
Free WLDR Stock Alerts
$30.24
+0.26 (+0.87%)
(As of 04/23/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Affinity World Leaders Equity ETF (BATS:WLDR)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$9.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.44M
Get WLDR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Affinity World Leaders Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WLDR Institutional Buying and Selling by Quarter

Affinity World Leaders Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2024 Signal Advisors Wealth LLC29,551$923K0.2%+15.5%1.970%
2/7/2024 NBC Securities Inc.2,344$64K0.0%+18.5%0.156%
2/1/2024 CWM LLC60,506$1.66M0.0%+8.3%4.034%
1/24/2024Sowell Financial Services LLC770,306$21.09M1.1%-2.3%51.354%
11/8/2023Sowell Financial Services LLC788,382$20.02M1.3%+9.8%52.559%
11/7/2023Atria Investments Inc86,360$2.19M0.0%-15.6%5.757%
11/4/2023 NBC Securities Inc.1,978$50K0.0%N/A0.132%
10/11/2023 CWM LLC55,857$1.42M0.0%+21,890.9%3.724%
8/14/2023Sowell Financial Services LLC718,225$18.73M1.0%+25.9%47.882%
8/9/2023Flow Traders U.S. LLC13,678$357K0.0%-57.7%0.912%
8/4/2023Atria Investments Inc102,330$2.67M0.0%+29.3%6.822%
7/17/2023Silverhawk Asset Management LLC549,145$14.32M11.8%-6.8%36.610%
5/10/2023Atria Investments Inc79,122$1.95M0.0%+12.4%5.275%
4/27/2023Silverhawk Asset Management LLC589,353$14.53M11.9%+9.5%39.290%
3/6/2023OLD Mission Capital LLC23,400$552K0.0%+20.7%0.000%
2/13/2023GeoWealth Management LLC44,768$1.06M0.1%+4.9%0.000%
2/9/2023Sowell Financial Services LLC629,725$14.85M1.0%+39.0%0.000%
1/18/2023Silverhawk Asset Management LLC538,291$12.69M11.2%-6.8%0.000%
11/15/2022Sowell Financial Services LLC453,130$9.32M0.9%-8.1%0.000%
11/15/2022Flow Traders U.S. LLC47,633$979K0.1%+173.6%0.000%
11/1/2022Atria Investments LLC70,001$1.44M0.0%+29.8%0.000%
10/18/2022Silverhawk Asset Management LLC577,620$11.87M11.9%-11.8%0.000%
8/13/2022Flow Traders U.S. LLC17,408$386K0.0%-14.6%0.000%
8/11/2022Atria Investments LLC53,929$1.20M0.0%+24.7%0.000%
7/22/2022Silverhawk Asset Management LLC655,103$14.54M13.5%-1.5%0.000%
5/2/2022Atria Investments LLC43,231$1.12M0.0%N/A0.000%
4/14/2022Silverhawk Asset Management LLC665,154$17.28M13.8%+46.0%0.000%
2/11/2022Silverhawk Asset Management LLC455,616$12.25M9.8%N/A0.000%
2/9/2022Sowell Financial Services LLC463,969$12.49M0.7%+0.5%0.000%
11/4/2021Sowell Financial Services LLC461,565$12.42M0.8%+2.4%0.000%
8/5/2021Sowell Financial Services LLC450,966$12.32M0.8%-15.6%0.000%
8/3/2021Anfield Capital Management LLC1,916$52K0.0%N/A0.000%
5/18/2021Jane Street Group LLC28,437$730K0.0%+27.4%0.000%
5/7/2021Sowell Financial Services LLC534,026$14.53M0.5%+6.5%0.000%
2/17/2021Jane Street Group LLC22,316$511K0.0%+8.7%0.000%
1/13/2021Sowell Financial Services LLC501,279$11.47M0.5%-1.3%0.000%
11/17/2020Jane Street Group LLC20,531$419K0.0%N/A0.000%
5/15/2020Jane Street Group LLC16,544$282K0.0%-52.6%0.000%
(Data available from 1/1/2016 forward)

WLDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLDR shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($21.09M), Silverhawk Asset Management LLC ($14.32M), Atria Investments Inc ($2.19M), CWM LLC ($1.66M), Atria Investments LLC ($1.44M), GeoWealth Management LLC ($1.06M), and Signal Advisors Wealth LLC ($923K).Learn more on WLDR's institutional investors.

Which institutional investors have been buying Affinity World Leaders Equity ETF stock?

Of the 10 institutional investors that purchased Affinity World Leaders Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sowell Financial Services LLC ($394.45K), Atria Investments LLC ($70.00K), CWM LLC ($60.25K), Silverhawk Asset Management LLC ($51.06K), Atria Investments Inc ($31.93K), Flow Traders U.S. LLC ($30.23K), and OLD Mission Capital LLC ($4.01K).

How much institutional buying is happening at Affinity World Leaders Equity ETF?

Institutional investors have bought a total of 650,336 shares in the last 24 months. This purchase volume represents approximately $16.06M in transactions.

Which Affinity World Leaders Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Affinity World Leaders Equity ETF stock in the last 24 months: Silverhawk Asset Management LLC ($167.07K), Sowell Financial Services LLC ($58.14K), Flow Traders U.S. LLC ($21.64K), and Atria Investments Inc ($15.97K).

How much institutional selling is happening at Affinity World Leaders Equity ETF?

Institutional investors have sold a total of 262,819 shares in the last 24 months. This volume of shares sold represents approximately $6.07M in transactions.


Related Companies:
This page (BATS:WLDR) was last updated on 4/24/2024 by MarketBeat.com Staff

From Our Partners
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
Traders Agency
SHOCKING Crypto Leak…
Crypto 101 Media
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
How to camouflage a factory of 53,000 workers
Stansberry Research
Don’t Miss Out on the AI Gold Rush That’s Just Getting Started
Banyan Hill Publishing
The #1 Crypto for 2024
InvestorPlace
Man Who Predicted 2008: “This Will be Worse.”
Altimetry