Mga Batayang Estadistika
Pemilik Institusional | 74 total, 74 long only, 0 short only, 0 long/short - change of 12.12% MRQ |
Alokasi Portofolio Rata-rata | 0.5633 % - change of 0.89% MRQ |
Saham Institusional (Jangka Panjang) | 6,745,638 (ex 13D/G) - change of 0.53MM shares 8.46% MRQ |
Nilai Institusional (Jangka Panjang) | $ 335,880 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. Multifactor Fund (US:USMF) memiliki 74 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 6,745,638 saham. Pemegang saham terbesar meliputi HighTower Advisors, LLC, Lido Advisors, LLC, Great Valley Advisor Group, Inc., Raymond James Financial Inc, SNS Financial Group, LLC, Team Financial Group, LLC, LPL Financial LLC, Systelligence, LLC, Wells Fargo & Company/mn, and Columbia Advisory Partners Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. Multifactor Fund (BATS:USMF) 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 52.13 / share. Previously, on September 6, 2024, the share price was 47.14 / share. This represents an increase of 10.58% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5,486 | 281 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1,740 | -7.84 | 89 | -4.30 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,870 | 144.26 | 1,531 | 152.64 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 9,343 | -2.14 | 479 | 1.06 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 150,176 | -24.88 | 7,698 | -22.40 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 36,870 | -13.26 | 1,890 | -10.43 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,997 | 512 | ||||||
2025-08-14 | 13F | Fmr Llc | 122 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 37,301 | 96.80 | 1,912 | 103.30 | ||||
2025-07-25 | 13F | Cwm, Llc | 30,626 | 2 | ||||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 89,686 | 4,597 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 495 | 4,025.00 | 25 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1,319,821 | 0.60 | 67,650 | 3.92 | ||||
2025-08-04 | 13F | Atria Investments Llc | 110,206 | 23.58 | 5,649 | 27.67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10,272 | -12.06 | 527 | -9.15 | ||||
2025-08-11 | 13F | Covestor Ltd | 62 | 0.00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 398,432 | 6.03 | 20,422 | 9.53 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15,115 | -1.31 | 775 | 1.98 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 93,888 | 4,812 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 793,086 | -3.89 | 40,651 | -0.72 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,637 | -19.95 | 84 | -17.82 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,085 | -13.06 | 55 | -11.29 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 98 | -88.74 | 5 | -90.48 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 55,815 | 19.12 | 2,861 | 23.06 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 11,304 | -20.03 | 579 | -17.40 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,224 | 12.48 | 2 | 0.00 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 18,203 | -14.07 | 933 | -11.23 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 421,751 | 9.75 | 21,618 | 13.37 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,540 | 0.22 | 596 | 4.38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102,226 | 16.04 | 5 | 25.00 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 7,935 | -3.15 | 409 | 0.00 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 233 | -49.89 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28,087 | -3.55 | 1,440 | -0.35 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 154 | 0.00 | 8 | 0.00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 11,060 | 0.33 | 567 | 3.47 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 28,758 | -5.52 | 1,474 | -2.38 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6,000 | -4.91 | 308 | -1.92 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72,342 | 12.70 | 3,708 | 16.39 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 13,666 | 700 | ||||||
2025-07-08 | 13F | RMR Wealth Builders | 4,417 | -0.34 | 226 | 3.20 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 7,332 | 0.21 | 376 | 3.31 | ||||
2025-08-12 | 13F | LPL Financial LLC | 376,170 | -10.41 | 19,281 | -7.45 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,745 | 89 | ||||||
2025-05-08 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Kilter Group LLC | 1,718 | 88 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 108,945 | -39.50 | 5,584 | -37.50 | ||||
2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 178 | 0.00 | 9 | 12.50 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 834 | 15.51 | 43 | 20.00 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,428 | 0 | ||||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 53,257 | -2.94 | 2,685 | 3.83 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35,107 | 1,799 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 197,931 | 4.61 | 10,145 | 8.06 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3,591 | 184 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 229,503 | 11,764 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,778 | -8.30 | 91 | -5.21 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,813 | 1.05 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 96,506 | 573.64 | 4,947 | 596.62 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 81,724 | 108,865.33 | 4,189 | 139,500.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 78,493 | 670.22 | 4,023 | 696.63 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8,675 | 0 | ||||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 996 | 0.00 | 51 | 2.04 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 531,185 | 8.30 | 27,227 | 11.87 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5,370 | 275 | ||||||
2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 161,567 | 14.92 | 8,281 | 18.71 | ||||
2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 23,119 | 378.36 | 1,185 | 395.82 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 105,302 | 22.89 | 5,282 | 23.68 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 423,772 | 1.64 | 21,721 | 4.99 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 14,016 | -4.69 | 718 | -1.51 | ||||
2025-08-15 | 13F | Morgan Stanley | 80,966 | -4.81 | 4,150 | -1.66 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 5,848 | 300 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 43,755 | -2.18 | 2,243 | 4.13 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,272 | 0.00 | 783 | 3.30 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 7,914 | -38.85 | 406 | -36.92 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37,681 | -0.81 | 1,931 | 2.49 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 19,018 | 8.28 | 975 | 11.83 |
Other Listings
MX:USMF |