Mga Batayang Estadistika
| Pemilik Institusional | 122 total, 122 long only, 0 short only, 0 long/short - change of -3.17% MRQ |
| Alokasi Portofolio Rata-rata | 0.2165 % - change of 7.93% MRQ |
| Saham Institusional (Jangka Panjang) | 4,743,796 (ex 13D/G) - change of -0.14MM shares -2.83% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 205,477 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund (US:DGRS) memiliki 122 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 4,743,796 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Lido Advisors, LLC, Stonebridge Financial Group, LLC, Lvm Capital Management Ltd/mi, Linscomb & Williams, Inc., Commonwealth Equity Services, Llc, and Stratos Wealth Partners, LTD. .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund (NasdaqGM:DGRS) 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 51.33 / share. Previously, on September 9, 2024, the share price was 48.36 / share. This represents an increase of 6.15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | XML Financial, LLC | 93,508 | 6.60 | 4,353 | 6.72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4,783 | 0.38 | 223 | 0.45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,390 | 89.63 | 65 | 88.24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,455 | 0.00 | 347 | 0.29 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 422 | 46.53 | 20 | 46.15 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3,945 | -5.71 | 184 | -5.67 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 11,456 | -18.47 | 533 | -18.38 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,195 | 0.46 | 102 | 0.99 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 13,542 | -24.09 | 630 | -24.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95,097 | 9.48 | 4,427 | 9.61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51,048 | 1.32 | 2,376 | 1.45 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 85 | -22.73 | 4 | -40.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,956 | 54.52 | 370 | 54.81 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 125,384 | -2.33 | 5,837 | -2.23 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 192 | 0.00 | 9 | 0.00 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,933 | -1.34 | 649 | -1.22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 90,738 | -72.39 | 4,224 | -72.36 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 9,184 | 8.83 | 427 | 8.93 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,905 | 0.25 | 243 | 12.56 | ||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 18,820 | 0.00 | 1,039 | 14.19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,636 | -7.34 | 728 | -7.27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 262,431 | -2.23 | 12,216 | -2.12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 24,704 | 0.58 | 1,150 | 0.61 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6,175 | 5.11 | 287 | 5.13 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 44 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 20,914 | 3.83 | 974 | 3.95 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 7,819 | -74.32 | 364 | -74.36 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,300 | 0.00 | 154 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,232 | 6.65 | 795 | 12.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,040 | 0.00 | 142 | -9.03 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 616 | 0.00 | 29 | 0.00 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 143 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 629,393 | 6.56 | 29,298 | 6.68 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 5,084 | -7.41 | 237 | -7.45 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,600 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,002 | 47 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,750 | 0.36 | 221 | 0.45 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,270 | 0.00 | 59 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6,359 | -15.75 | 296 | -15.43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 426,834 | -7.96 | 19,869 | -7.86 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 19,551 | 1.55 | 910 | 1.68 | ||||
| 2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 7,403 | 1.82 | 345 | 1.78 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,544 | 2.18 | 0 | |||||
| 2025-05-05 | 13F | Treasure Coast Financial Planning | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27,692 | 15.05 | 1,289 | 15.19 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 18,025 | -4.18 | 839 | 2,167.57 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 300 | 0.00 | 14 | 0.00 | ||||
| 2025-05-12 | 13F | Quantinno Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,167 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 78,152 | 4.38 | 3,638 | 4.48 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 396 | 0.51 | 18 | 0.00 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 77 | 14.93 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 18,897 | -2.72 | 880 | -2.66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19,622 | 0.12 | 913 | 6.53 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,441 | 0.96 | 393 | 1.03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 16,293 | 5.48 | 758 | 5.57 | ||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,408 | 54.28 | 1,276 | 54.36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40,956 | 152.86 | 1,907 | 153.12 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6,424 | 0.00 | 299 | 0.34 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11,219 | 522 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6,330 | 0.00 | 295 | 0.00 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7,510 | 17.62 | 350 | 17.91 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 56,249 | 2.97 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,839 | -36.75 | 225 | -36.62 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 9,000 | 0.00 | 419 | 0.00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 45,658 | -31.92 | 2,125 | -31.85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,600 | 0.00 | 121 | 0.83 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 203 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14,487 | 2.06 | 674 | 2.12 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 250,951 | 7.44 | 11,682 | 7.56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,275 | -4.92 | 321 | 4.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,118 | 2.31 | 657 | 2.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 192 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90,777 | 1.56 | 4,226 | 1.66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 64,548 | 1.69 | 3,005 | 1.80 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 20,804 | -58.81 | 968 | -58.77 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 17,301 | 17.13 | 805 | 17.35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 97,684 | -4.53 | 4,547 | -4.41 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,091 | 0.00 | 51 | 0.00 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 124 | 7.83 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 15,171 | -29.14 | 721 | -27.64 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 389,444 | 0.29 | 18,129 | 0.40 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,026 | -74.01 | 48 | -74.32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12,039 | 0.11 | 560 | 0.18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 12,115 | -10.85 | 564 | -10.78 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,336 | -16.18 | 248 | -16.22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 354 | 0.00 | 16 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,896 | 7.42 | 138 | 10.40 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9,637 | 2.72 | 449 | 2.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111,726 | 0.46 | 5 | 0.00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,145 | -0.73 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,830 | 162.50 | 226 | 165.88 | ||||
| 2025-05-08 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,888 | 9.73 | 321 | 9.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18,699 | -2.50 | 870 | -2.36 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 17,163 | 9.73 | 799 | -0.37 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,136 | -28.99 | 611 | -28.95 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,782 | -0.89 | 548 | -0.72 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 41,200 | -39.85 | 1,918 | -39.81 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,957 | -7.60 | 91 | -7.14 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 46,520 | -0.03 | 2,166 | 0.09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,189 | 62.43 | 55 | 61.76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,013 | 0.00 | 47 | 0.00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 47,586 | 11.18 | 2,215 | 11.31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 100 | 0.00 | 5 | 0.00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,218 | 74.74 | 383 | 75.23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 184 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 410,117 | 15.48 | 19,091 | 15.60 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 77,703 | 34.22 | 3,617 | 34.41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,727 | 0.00 | 267 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,495 | 0.00 | 209 | 0.00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9,713 | -27.11 | 452 | -26.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 580 | 0.00 | 27 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 275 | 13 | ||||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 139,379 | 2.25 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12,204 | 0.96 | 592 | 15.40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 104,140 | 3.58 | 4,848 | 3.70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,125 | -11.97 | 99 | -12.50 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 29,076 | 6.98 | 1,351 | 6.89 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 990 | 0.00 | 46 | 0.00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 46,318 | 2,156 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 85,161 | 3,964 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4,617 | 0.00 | 215 | 0.00 |
