Mga Batayang Estadistika
Pemilik Institusional | 109 total, 109 long only, 0 short only, 0 long/short - change of 18.48% MRQ |
Alokasi Portofolio Rata-rata | 0.2906 % - change of 12.24% MRQ |
Saham Institusional (Jangka Panjang) | 14,504,588 (ex 13D/G) - change of 6.12MM shares 73.09% MRQ |
Nilai Institusional (Jangka Panjang) | $ 537,683 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Dynamic International Equity Fund (US:DDWM) memiliki 109 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 14,504,588 saham. Pemegang saham terbesar meliputi Park National Corp /oh/, Morgan Stanley, LPL Financial LLC, Hennion & Walsh Asset Management, Inc., Raymond James Financial Inc, Envestnet Asset Management Inc, Fundamentun, Llc, Bank Of America Corp /de/, Mml Investors Services, Llc, and Steward Partners Investment Advisory, Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Dynamic International Equity Fund (BATS:DDWM) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 41.39 / share. Previously, on September 9, 2024, the share price was 35.35 / share. This represents an increase of 17.09% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | SK Wealth Management, LLC | 21,860 | 876 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 26,356 | -15.19 | 1,045 | -2.15 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 5,978 | -13.68 | 237 | -6.69 | ||||
2025-08-13 | 13F | American Money Management, LLC | 10,268 | -13.53 | 407 | -6.65 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 486,524 | 4.29 | 19,296 | 12.42 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12,518 | 1.35 | 496 | 9.25 | ||||
2025-08-04 | 13F | Atria Investments Llc | 140,800 | 2.58 | 5,584 | 10.60 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 24,641 | -10.54 | 977 | -3.55 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 222 | 0.00 | 9 | 0.00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 98 | -14.78 | 4 | -25.00 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 142,055 | 1.15 | 5,634 | 9.04 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 8,820 | 0.24 | 350 | 8.05 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 13,748 | -5.79 | 545 | 1.68 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10,773 | 427 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 63,700 | 352.09 | 2,526 | 387.64 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 19,207 | 48.01 | 762 | 59.54 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 912 | 0.44 | 36 | 9.09 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 33,223 | 1,318 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 613,001 | -2.54 | 24,312 | 5.06 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,294 | -78.15 | 329 | -76.50 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11,973 | 11.53 | 475 | 20.30 | ||||
2025-07-18 | 13F | Truist Financial Corp | 15,779 | -0.64 | 626 | 7.02 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,124 | 1.11 | 402 | 8.97 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 0.00 | 4 | 0.00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 12,460 | 494 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 114,117 | 4,526 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 23,019 | -2.32 | 913 | 5.31 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 6,598 | 0.00 | 262 | 7.85 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 104 | 4 | ||||||
2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 6,878 | 1.42 | 273 | 9.24 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 103,008 | 66.98 | 4,085 | 80.04 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 43,448 | 10.26 | 1,723 | 18.91 | ||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 20,493 | -4.87 | 1 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,719 | 9.63 | 425 | 18.38 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5,268 | 209 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 46,704 | 24.03 | 1,852 | 33.72 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31,562 | 17.65 | 1 | |||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5,423 | -8.89 | 215 | -4.44 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 13,790 | 20.68 | 547 | 30.00 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 567,297 | 4.01 | 22,499 | 12.12 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 5,079 | 200 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 892 | 0.00 | 35 | 16.67 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 6,472 | -2.31 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 114 | -30.91 | 5 | -33.33 | ||||
2025-07-09 | 13F | Beacon Financial Group | 9,689 | 0.00 | 384 | 7.87 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 110 | 0.00 | 4 | 0.00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,453 | 9.25 | 732 | 17.71 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 441,635 | -2.58 | 17,515 | 5.02 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 27,699 | 803.42 | 1,099 | 872.57 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 10,032 | -0.30 | 398 | 7.30 | ||||
2025-08-14 | 13F | UBS Group AG | 56,197 | 753.67 | 2,229 | 820.66 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 20,777 | 2.08 | 824 | 10.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 514,170 | 26.43 | 20 | 42.86 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 67,312 | 2,670 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 388 | 15 | ||||||
2025-07-10 | 13F | Moody National Bank Trust Division | 46,177 | 0.00 | 1,831 | 7.83 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 372,986 | 1,036.11 | 14,793 | 1,125.52 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4,645 | 9.78 | 184 | 18.71 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 378 | -26.74 | 15 | -22.22 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 101,198 | -1.56 | 4,014 | 6.14 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 222,788 | 23.28 | 9 | 33.33 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 137,267 | -0.77 | 5,444 | 6.98 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 112,066 | 1.33 | 4,445 | 9.24 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 536,086 | 9.31 | 21,261 | 17.84 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4,021 | 11.79 | 159 | 20.45 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 575,872 | 12.25 | 22,839 | 21.01 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 58,251 | 2,310 | ||||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 20,154 | 7.01 | 799 | 15.46 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 7,588 | 301 | ||||||
2025-08-14 | 13F | Fmr Llc | 1,125 | 307.61 | 45 | 340.00 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 56,322 | 0.32 | 2,072 | 7.36 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,823 | -16.72 | 271 | -10.30 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 58,290 | 2,312 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 13,309 | -19.36 | 528 | -13.18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147,612 | 23.47 | 6 | 25.00 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 25,903 | -9.92 | 1,027 | -2.84 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 5,700 | 0.00 | 226 | 8.13 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,062 | 73.39 | 121 | 89.06 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34,575 | -17.82 | 1,371 | -11.38 | ||||
2025-05-08 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 6,606 | -2.03 | 262 | 5.65 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 9,832 | 0.00 | 390 | 7.76 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,740,805 | 844.24 | 69,040 | 917.99 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 2,627,025 | 104,188 | ||||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 10,946 | 0.00 | 434 | 7.96 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33,188 | 7.25 | 1,316 | 15.64 | ||||
2025-08-12 | 13F | MAI Capital Management | 4,235 | 1.03 | 168 | 8.44 | ||||
2025-08-14 | 13F | Comerica Bank | 1,513 | 116.76 | 60 | 140.00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,329 | -95.66 | 92 | -95.34 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 276,351 | 4.34 | 10,960 | 12.49 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 32,221 | 1,278 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,984 | -3.06 | 237 | 4.41 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,775 | 229 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,864 | 39.68 | 312 | 50.24 | ||||
2025-08-11 | 13F | Tidemark, LLC | 405,360 | 51.35 | 16,077 | 63.16 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,451 | 97 | ||||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 100,865 | -9.37 | 4,000 | -2.30 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9,246 | -71.13 | 367 | -68.93 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,540 | 0.56 | 497 | 8.52 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,981 | 0.00 | 356 | 7.88 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 139,352 | 8.83 | 5,527 | 17.32 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 32,819 | -1.39 | 1,302 | 6.29 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,180,367 | 0.44 | 46,813 | 8.28 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12,031 | 477 | ||||||
2025-05-13 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -50.00 | 0 | |||||
2025-07-29 | 13F | Crux Wealth Advisors | 14,052 | -44.99 | 557 | -40.68 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 650 | 0.00 | 26 | 8.70 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,350,030 | 85.65 | 53,542 | 100.13 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 9,495 | -2.30 | 377 | 5.32 | ||||
2025-07-15 | 13F | Optima Capital Llc | 38,595 | -44.58 | 1,531 | -40.26 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 |