Affinity World Leaders Equity ETF (WLDR) Institutional Ownership $31.08 +1.33 (+4.48%) As of 01/30/2025 04:00 PM 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)$493.89KNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.96M 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 Affinity World Leaders Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/14/2024Flow Traders U.S. LLC10,652$352K0.0%-72.3%1.014% 11/13/2024Townsquare Capital LLC6,230$206K0.0%-50.0%0.593% 11/1/2024Atria Investments Inc23,373$773K0.0%-4.9%2.226% 11/1/2024Assetmark Inc.4,547$150K0.0%N/A0.433% 10/22/2024Private Advisor Group LLC11,611$384K0.0%+27.3%1.106% 10/4/2024Sowell Financial Services LLC694,203$22.96M1.1%-3.8%66.115% 7/10/2024CWM LLC1,813$56K0.0%-92.6%0.173% 5/21/2024Atria 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% 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. 2/1/2024CWM 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% 10/11/2023CWM 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% A tiny 1% move could have you targeting triple-digit gains with Gamma Pockets (Ad)What if you knew exactly how to spot certain stocks Wall Street could be forced to buy… and you had a special trading setup for steering their moves into an opportunity? I bet you’d find that thrilling! Well, thanks to an unusual anomaly in the options markets, regular traders like me and you can do exactly that with the ‘Gamma Pockets’ You see, spotting these Gamma Pockets has changed the entire way I look at the market because we can now target wins like this in just 5 days or less…Then you need to watch this briefing!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% (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, 12 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($22.96M), Silverhawk Asset Management LLC ($14.32M), GeoWealth Management LLC ($1.06M), Signal Advisors Wealth LLC ($923K), Atria Investments Inc ($773K), OLD Mission Capital LLC ($552K), and Private Advisor Group LLC ($384K).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), CWM LLC ($60.25K), Silverhawk Asset Management LLC ($51.06K), Atria Investments Inc ($31.93K), Assetmark Inc. ($4.55K), OLD Mission Capital LLC ($4.01K), and Signal Advisors Wealth LLC ($3.96K). How much institutional buying is happening at Affinity World Leaders Equity ETF? Institutional investors have bought a total of 557,150 shares in the last 24 months. This purchase volume represents approximately $13.98M 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 ($22.76K), CWM LLC ($22.68K), and Townsquare Capital LLC ($6.23K). How much institutional selling is happening at Affinity World Leaders Equity ETF? Institutional investors have sold a total of 184,225 shares in the last 24 months. This volume of shares sold represents approximately $5.39M in transactions. 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