Mga Batayang Estadistika
Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 24.10% MRQ |
Alokasi Portofolio Rata-rata | 0.1670 % - change of 151.32% MRQ |
Saham Institusional (Jangka Panjang) | 6,247,880 (ex 13D/G) - change of 0.89MM shares 16.52% MRQ |
Nilai Institusional (Jangka Panjang) | $ 271,432 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree International High Dividend Fund (US:DTH) memiliki 102 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 6,247,880 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Mariner, LLC, Beacon Pointe Advisors, LLC, Envestnet Asset Management Inc, Stonebridge Wealth Management, LLC, Thrivent Financial For Lutherans, Wealthspire Advisors, LLC, and Flow Traders U.s. Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree International High Dividend Fund (ARCA:DTH) 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 48.82 / share. Previously, on September 9, 2024, the share price was 40.66 / share. This represents an increase of 20.06% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | Formidable Asset Management, LLC | 53,332 | 0.00 | 2,265 | 0.00 | ||||
2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 4,369 | -22.29 | 202 | -15.13 | ||||
2025-08-14 | 13F | UBS Group AG | 76,542 | 5.13 | 3,546 | 14.72 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 190 | 2.15 | 9 | 14.29 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88,032 | -2.19 | 4,079 | 6.73 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 45,378 | -3.58 | 2,103 | 5.21 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,557 | 212 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 103,028 | 1.96 | 5 | 0.00 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 28,594 | 1,325 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,087 | 50 | ||||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 6,890 | -7.95 | 319 | 0.63 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,831 | 69.60 | 1,845 | 85.06 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 4,350 | 202 | ||||||
2025-07-30 | 13F | Patten Group, Inc. | 27,321 | 40.64 | 1,266 | 53.52 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1,575 | 73 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 76,863 | 4.08 | 3,561 | 13.59 | ||||
2025-08-12 | 13F | MAI Capital Management | 345 | 0.00 | 16 | 7.14 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 124 | -81.01 | 6 | -81.48 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 468 | 0.00 | 22 | 10.53 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 6,254 | -6.22 | 290 | 2.12 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 10,933 | -7.76 | 507 | 0.60 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5,004 | 0.66 | 232 | 9.48 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,355 | 8.30 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 10,469 | -25.50 | 485 | -18.62 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 42,562 | -3.76 | 1,972 | 5.06 | ||||
2025-08-04 | 13F | Assetmark, Inc | 156 | 0.00 | 7 | 16.67 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 15,068 | 0.00 | 698 | 9.23 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 123,135 | -13.20 | 5,705 | -5.28 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 10,909 | 59.16 | 505 | 73.54 | ||||
2025-05-15 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16,855 | 781 | ||||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 89,021 | 627.59 | 4,125 | 694.61 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 15,612 | -9.49 | 1 | |||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 7,270 | 0.00 | 337 | 9.09 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 2,250 | 104 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 320 | -2.74 | 15 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,084 | -7.67 | 50 | 13.64 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5,791 | 268 | ||||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 21,510 | 997 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 37,692 | 33.82 | 1,746 | 45.99 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 620 | -35.68 | 29 | -30.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 160,243 | 2.07 | 7,425 | 11.37 | ||||
2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 382 | 0.26 | 18 | 6.25 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5,968 | 0.00 | 277 | 9.09 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 32,334 | 37.08 | 1,498 | 49.65 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 84,861 | 5.17 | 3,932 | 14.74 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 43,741 | 1.36 | 2,027 | 10.59 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 72,304 | -0.13 | 3,350 | 8.98 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 28,297 | 5,341.73 | 1,311 | 5,859.09 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 19,743 | 12.93 | 915 | 23.18 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6,300 | 292 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 38,519 | -8.42 | 1,785 | -0.06 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 60,530 | 2,822 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7,920 | 0.00 | 367 | 8.93 | ||||
2025-08-14 | 13F | Fmr Llc | 2,565 | 88.19 | 119 | 107.02 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 24,769 | 24.88 | 1,148 | 36.22 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 65,981 | 3.14 | 3,057 | 12.56 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,351,194 | -6.58 | 62,606 | 1.94 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,255 | 25.50 | 58 | 56.76 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 6,233 | 0.00 | 289 | 9.09 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 96,375 | 1.74 | 4,465 | 11.01 | ||||
2025-08-15 | 13F | Morgan Stanley | 742,510 | 0.20 | 34,403 | 9.34 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 6,587 | -12.47 | 305 | -4.39 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,633 | -1.06 | 2 | 100.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 6,570 | -3.10 | 304 | 5.92 | ||||
2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 20,940 | 3,522.84 | 970 | 3,941.67 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 40 | 0.00 | 2 | 0.00 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 12,925 | -1.01 | 599 | 7.94 | ||||
2025-08-14 | 13F | Mariner, LLC | 341,038 | 47.36 | 15,802 | 60.81 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 436 | 1.40 | 20 | 11.11 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23,339 | 42.19 | 1 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 30,444 | 29.44 | 1,406 | 40.08 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 8,813 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 4,205 | 0 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 7,765 | -6.58 | 360 | 1.99 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 90,075 | -6.62 | 4,174 | 1.90 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 799,762 | 33.27 | 37,056 | 45.43 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 84,325 | -5.62 | 3,907 | 3.01 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,093 | 0.00 | 97 | 9.09 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,127 | 8.47 | 99 | 18.07 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 93,944 | 12.87 | 4,353 | 23.15 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,990 | 324 | ||||||
2025-07-09 | 13F | Breakwater Capital Group | 32,548 | -3.32 | 1,508 | 5.53 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 69,682 | 3,229 | ||||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 36,426 | 7.76 | 1,688 | 17.56 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 30,773 | -0.09 | 1 | 0.00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 170 | 8 | ||||||
2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 657 | 28 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 200 | 0.00 | 9 | 12.50 | ||||
2025-08-14 | 13F | Comerica Bank | 26,408 | 22.22 | 1,224 | 33.37 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9,700 | 449 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161,235 | 0.01 | 7,471 | 9.13 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4,371 | -22.27 | 203 | -15.13 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 49,051 | -7.68 | 2,273 | 0.71 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2,000 | 93 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 325 | 15 | ||||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 5,205 | -2.35 | 0 | |||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 148,134 | 6,864 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 5,843 | 0.00 | 271 | 8.87 | ||||
2025-07-17 | 13F | Greenleaf Trust | 80,201 | -0.53 | 3,716 | 8.56 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 7,000 | 0.00 | 324 | 9.09 | ||||
2025-08-11 | 13F | Anb Bank | 4,419 | 205 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 142,711 | 7 |