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Affinity World Leaders Equity ETF (WLDR) Institutional Ownership

$30.18 +0.82 (+2.80%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$493.89K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.45M
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WLDR Institutional Buying and Selling by Quarter

Affinity World Leaders Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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%
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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%
1/13/2021 Sowell Financial Services LLC501,279$11.47M0.5%-1.3%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: Silverhawk Asset Management LLC ($79.54K), Flow Traders U.S. LLC ($46.53K), Sowell Financial Services LLC ($45.82K), 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 223,554 shares in the last 24 months. This volume of shares sold represents approximately $6.32M in transactions.



This page (BATS:WLDR) was last updated on 12/22/2024 by MarketBeat.com Staff
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