Affinity World Leaders Equity ETF (WLDR) Institutional Ownership $28.98 -1.81 (-5.88%) As of 10:35 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Affinity World Leaders Equity ETF (BATS:WLDR)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$2.55MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$3.38M 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. Email Address Skip Chart & View Institutional Buying and Selling Data WLDR Institutional Buying and Selling by Quarter Remove Ads Affinity World Leaders Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Cetera Investment Advisers10,377$307K0.0%+35.0%0.988% 2/14/2025 GeoWealth Management LLC64,133$1.90M0.1%-3.0%6.108% 2/7/2025 Sowell Financial Services LLC765,633$22.65M1.2%+10.3%72.917% 2/6/2025 Atria Investments Inc12,759$378K0.0%-45.4%1.215% 2/3/2025 Private Advisor Group LLC9,856$292K0.0%-15.1%0.939% 11/14/2024 Flow Traders U.S. LLC10,652$352K0.0%-72.3%1.014% 11/13/2024 Townsquare Capital LLC6,230$206K0.0%-50.0%0.593% 11/1/2024 Atria Investments Inc23,373$773K0.0%-4.9%2.226% 11/1/2024 Assetmark Inc.4,547$150K0.0%N/A0.433% 10/22/2024 Private Advisor Group LLC11,611$384K0.0%+27.3%1.106% Get the Latest News and Ratings for WLDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Affinity World Leaders Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 10/4/2024 Sowell Financial Services LLC694,203$22.96M1.1%-3.8%66.115% 7/10/2024 CWM LLC1,813$56K0.0%-92.6%0.173% 5/21/2024 Atria Investments Inc64,950$2.03M0.0%-7.9%6.186% 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% 1/24/2024 Sowell Financial Services LLC770,306$21.09M1.1%-2.3%51.354% 11/8/2023 Sowell Financial Services LLC788,382$20.02M1.3%+9.8%52.559% 11/7/2023 Atria 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% 8/14/2023 Sowell Financial Services LLC718,225$18.73M1.0%+25.9%47.882% 8/9/2023 Flow Traders U.S. LLC13,678$357K0.0%-57.7%0.912% 8/4/2023 Atria Investments Inc102,330$2.67M0.0%+29.3%6.822% 7/17/2023Silverhawk Asset Management LLC549,145$14.32M11.8%-6.8%36.610% 5/10/2023 Atria Investments Inc79,122$1.95M0.0%+12.4%5.275% 4/27/2023Silverhawk Asset Management LLC589,353$14.53M11.9%+9.5%39.290% 3/6/2023 OLD Mission Capital LLC23,400$552K0.0%+20.7%0.000% 2/13/2023 GeoWealth Management LLC44,768$1.06M0.1%+4.9%0.000% 2/9/2023 Sowell 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% 11/15/2022 Sowell Financial Services LLC453,130$9.32M0.9%-8.1%0.000% 11/15/2022 Flow Traders U.S. LLC47,633$979K0.1%+173.6%0.000% 11/1/2022 Atria Investments LLC70,001$1.44M0.0%+29.8%0.000% 10/18/2022Silverhawk Asset Management LLC577,620$11.87M11.9%-11.8%0.000% 8/13/2022 Flow Traders U.S. LLC17,408$386K0.0%-14.6%0.000% 8/11/2022 Atria Investments LLC53,929$1.20M0.0%+24.7%0.000% 7/22/2022Silverhawk Asset Management LLC655,103$14.54M13.5%-1.5%0.000% 5/2/2022 Atria Investments LLC43,231$1.12M0.0%N/A0.000% 4/14/2022Silverhawk Asset Management LLC665,154$17.28M13.8%+46.0%0.000% DeFi Coin on Verge of Breakout! (Ad)We’re Opening the Ultimate Crypto Vault… Don't let this be the missed opportunity you regret for years. Claim your FREE book now before it's too late!2/11/2022Silverhawk Asset Management LLC455,616$12.25M9.8%N/A0.000% 2/9/2022 Sowell Financial Services LLC463,969$12.49M0.7%+0.5%0.000% 11/4/2021 Sowell Financial Services LLC461,565$12.42M0.8%+2.4%0.000% 8/5/2021 Sowell Financial Services LLC450,966$12.32M0.8%-15.6%0.000% 8/3/2021 Anfield Capital Management LLC1,916$52K0.0%N/A0.000% 5/18/2021 Jane Street Group LLC28,437$730K0.0%+27.4%0.000% 5/7/2021 Sowell Financial Services LLC534,026$14.53M0.5%+6.5%0.000% 2/17/2021 Jane Street Group LLC22,316$511K0.0%+8.7%0.000% (Data available from 1/1/2016 forward)Remove Ads WLDR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WLDR shares? During the previous two years, 12 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($22.65M), Silverhawk Asset Management LLC ($14.32M), GeoWealth Management LLC ($1.90M), Signal Advisors Wealth LLC ($923K), Atria Investments Inc ($378K), Flow Traders U.S. LLC ($352K), and Cetera Investment Advisers ($307K).Learn more on WLDR's institutional investors. Which institutional investors have been buying Affinity World Leaders Equity ETF stock? Of the 9 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 ($289.28K), CWM LLC ($60.25K), Silverhawk Asset Management LLC ($51.06K), Atria Investments Inc ($31.93K), Assetmark Inc. ($4.55K), Signal Advisors Wealth LLC ($3.96K), and Cetera Investment Advisers ($2.69K). How much institutional buying is happening at Affinity World Leaders Equity ETF? Institutional investors have bought a total of 448,566 shares in the last 24 months. This purchase volume represents approximately $11.86M 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: Flow Traders U.S. LLC ($46.53K), Sowell Financial Services LLC ($45.82K), Silverhawk Asset Management LLC ($40.21K), Atria Investments Inc ($33.37K), CWM LLC ($22.68K), Townsquare Capital LLC ($6.23K), and GeoWealth Management LLC ($1.99K). How much institutional selling is happening at Affinity World Leaders Equity ETF? Institutional investors have sold a total of 198,588 shares in the last 24 months. This volume of shares sold represents approximately $5.82M in transactions. 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