Mga Batayang Estadistika
| Pemilik Institusional | 101 total, 101 long only, 0 short only, 0 long/short - change of -2.88% MRQ |
| Alokasi Portofolio Rata-rata | 0.2001 % - change of 6.94% MRQ |
| Saham Institusional (Jangka Panjang) | 9,290,575 (ex 13D/G) - change of -0.63MM shares -6.31% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 345,872 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund (US:DNL) memiliki 101 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 9,290,575 saham. Pemegang saham terbesar meliputi Morgan Stanley, Ameriprise Financial Inc, LPL Financial LLC, Bank Of America Corp /de/, UBS Group AG, Private Advisor Group, LLC, Royal Bank Of Canada, Commonwealth Equity Services, Llc, Wells Fargo & Company/mn, and Key FInancial Inc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund (ARCA:DNL) 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 39.34 / share. Previously, on September 6, 2024, the share price was 37.70 / share. This represents an increase of 4.36% 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 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 185,907 | 58.06 | 7,486 | 76.93 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 290 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,547 | -30.19 | 465 | -21.19 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 22,407 | 902 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 538,627 | -4.01 | 21,691 | 8.37 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,182 | 370 | ||||||
| 2025-05-15 | 13F | Gotham Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17,959 | 39.88 | 723 | 58.21 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,075 | -44.09 | 124 | -37.24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 35,102 | -72.93 | 1,414 | -69.46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,148 | 0.00 | 46 | 15.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95,375 | 470.97 | 4 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 216,755 | 5.16 | 8,729 | 18.72 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 171,962 | 2.00 | 6,925 | 15.15 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 215 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 76,836 | 0.00 | 3,094 | 12.92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,590 | 0.00 | 64 | 14.29 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,488 | -1.68 | 543 | 11.04 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 24,588 | 32.50 | 990 | 49.77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78,512 | -5.64 | 3,162 | 6.54 | ||||
| 2025-05-08 | 13F | 360 Financial, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 426 | 17 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 11,351 | 0.71 | 457 | 13.68 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5,790 | 0.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 475,884 | -3.09 | 19 | 11.76 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 43,004 | 2.14 | 1,732 | 15.32 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,420 | -0.06 | 460 | 12.78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,610 | -9.75 | 1,796 | 1.87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77,695 | 1.01 | 3,129 | 14.04 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11,478 | -29.46 | 462 | -20.34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,516 | 262 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 574 | 2.87 | 23 | 21.05 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 37,159 | 48.09 | 1,496 | 67.15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,149 | 46 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 1,500 | -25.00 | 60 | -15.49 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 23,721 | 3.35 | 955 | 16.75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 206,366 | 1.25 | 8,310 | 14.31 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5,938 | 212 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,065 | 11.84 | 244 | 26.42 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57,902 | -35.66 | 2,332 | -27.38 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5,985 | 0.00 | 238 | 11.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 500,720 | -0.72 | 20,164 | 12.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,925 | 98.03 | 239 | 122.43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,211 | 0.00 | 170 | 10.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 532,161 | -7.26 | 21,430 | 4.69 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,890 | 18.48 | 1 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 25,488 | 0.00 | 1,026 | 12.87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 54,038 | -45.15 | 2,176 | -38.08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,675 | -83.20 | 229 | -81.06 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10,476 | -1.95 | 422 | 10.50 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 22,042 | -1.59 | 888 | 11.01 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113,752 | 27.55 | 4,581 | 43.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,940 | 0.11 | 722 | 12.99 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 440 | 0.00 | 18 | 13.33 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 70,956 | 2,857 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11,782 | -11.39 | 474 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4,900 | 0.00 | 197 | 11.36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,314 | 42.41 | 295 | 60.66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 235,685 | 11.81 | 9,491 | 26.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 829,679 | -2.63 | 33,414 | 10.18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70,220 | 0.50 | 2,828 | 13.44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 619,338 | -4.73 | 24,941 | 7.55 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 24,008 | 0.82 | 967 | 13.78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,723 | 69 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55,025 | 4.72 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40,874 | -5.95 | 1,646 | 6.13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,500 | 0.00 | 60 | 13.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 304 | -19.36 | 12 | -7.69 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 16,560 | 0.00 | 667 | 12.88 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 53,849 | -2.92 | 2,168 | 9.61 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,910 | -12.35 | 1,446 | -1.03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,001 | 41.02 | 121 | 57.89 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21 | 0.00 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171,107 | 1.67 | 6,890 | 14.78 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 44,308 | 0.84 | 1,784 | 12.91 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10,274 | 0.83 | 414 | 13.77 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5,925 | -15.44 | 239 | -4.42 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 9,600 | 0.00 | 387 | 12.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 73,710 | -1.77 | 2,968 | 10.91 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,473 | 6.89 | 583 | 20.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,790 | 8.18 | 1,482 | 22.09 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 446,112 | -2.49 | 17,965 | 10.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20,943 | -3.95 | 843 | 8.49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 228 | 9 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 49,442 | -16.97 | 2 | -50.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59,711 | -25.36 | 2,405 | -15.74 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 40,783 | -13.00 | 1,640 | -0.55 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,328 | -0.65 | 215 | 12.04 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6,339 | -0.13 | 255 | 12.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 645,170 | 2.71 | 25,981 | 15.95 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 63,368 | -2.38 | 2,481 | 7.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 832,122 | -2.92 | 33,510 | 9.60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,232 | -1.18 | 1,137 | 11.48 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5,987 | -4.73 | 241 | 7.59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,905 | 42.61 | 117 | 61.11 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 112 | 0.00 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5,227 | 210 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 720 | 29 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 241,533 | -3.38 | 9,727 | 9.07 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59 | 0.00 | 2 | 0.00 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 105,693 | -80.30 | 4,256 | -77.76 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 432,721 | -0.11 | 17,426 | 12.77 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 148 | 0.00 | 6 | 0.00 |
