Grundlæggende statistik
| Institutionelle ejere | 107 total, 107 long only, 0 short only, 0 long/short - change of -1,45% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1324 % - change of -87,81% MRQ |
| Institutionelle aktier (lange) | 7.540.491 (ex 13D/G) - change of -0,20MM shares -3,94% MRQ |
| Institutionel værdi (lang) | $ 494.447 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree True Developed International Fund (MX:DOL) har 107 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,540,491 aktier. Største aktionærer omfatter Creative Planning, Morgan Stanley, Jpmorgan Chase & Co, Royal Bank Of Canada, Key FInancial Inc, BIP Wealth, LLC, Cascade Financial Partners, LLC, LPL Financial LLC, Bank Of America Corp /de/, and M&t Bank Corp .
WisdomTree Trust - WisdomTree True Developed International Fund (BMV:DOL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 11.107 | -2,37 | 731 | 3,25 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 34.701 | -3,83 | 2.285 | 1,74 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 78 | 1,30 | 5 | 25,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4.243 | 0,00 | 279 | 5,68 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 408 | -1,45 | 27 | 4,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 10.478 | 0,79 | 690 | 6,49 | ||||
| 2026-02-17 | 13F | Fmr Llc | 2.205 | 0,55 | 145 | 6,62 | ||||
| 2026-02-17 | 13F | Creative Planning | 2.663.726 | -0,72 | 175.406 | 5,01 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 720 | 0,00 | 47 | 6,82 | ||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 3.378 | 0,00 | 201 | 0,00 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 92.925 | -0,37 | 6.721 | 15,76 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 30.045 | 0,93 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 14.451 | -11,33 | 952 | -6,21 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 8.093 | -3,16 | 533 | 2,31 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 6.301 | 0,29 | 392 | 4,81 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 371.573 | 0,81 | 24.468 | 6,63 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.872 | 0,59 | 123 | 6,96 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 4.806 | 0,00 | 316 | 5,69 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 767 | 51 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 950 | 0,00 | 63 | 5,08 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Altrius Capital Management Inc | 6.279 | -0,29 | 413 | 5,36 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 8.842 | 111,48 | 582 | 123,85 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 55.633 | 7,45 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 3.116 | 205 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 121.793 | 0,61 | 8.020 | 6,42 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 632 | -8,41 | 42 | -2,38 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.039 | 200 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 44.050 | 3,77 | 2.901 | 9,77 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 4.675 | 3,54 | 308 | 9,25 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 42.888 | 52,46 | 2.824 | 61,28 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 330.364 | -0,27 | 21.755 | 5,50 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 3.336 | 0,18 | 220 | 5,80 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 5.664 | 5,53 | 373 | 11,68 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 43.694 | -28,69 | 2.877 | -24,57 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 5.885 | 0,00 | 388 | 5,74 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 11.627 | 0,16 | 766 | 5,96 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 20.710 | 46,92 | 1.364 | 55,42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.839 | -6,91 | 516 | -1,53 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 166 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 8.537 | 10,43 | 562 | 17,82 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 5.732 | 1.274,58 | 377 | 1.408,00 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 242.761 | 8,51 | 15.986 | 14,78 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 73.635 | -19,82 | 4.849 | -15,20 | ||||
| 2026-01-29 | 13F | UBS Group AG | 69.600 | 14,42 | 4.583 | 21,05 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 199.214 | -2,24 | 13.118 | 3,41 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 9.325 | 0,00 | 614 | 5,86 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 1.377 | 0,00 | 91 | 5,88 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 425 | 0,00 | 28 | 3,85 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 305 | 0,33 | 20 | 11,11 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 4.041 | 0,60 | 266 | 6,40 | ||||
| 2026-01-22 | 13F | Powers Advisory Group, LLC | 84.288 | 0,36 | 5.550 | 6,16 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 129.015 | -18,85 | 8.496 | -14,17 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 82.941 | -5,26 | 5.462 | 0,61 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 3.758 | 0,03 | 259 | 8,40 | ||||
| 2026-02-05 | 13F | Meridian Financial Partners LLC | 7.745 | 1,31 | 527 | 10,02 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 6.746 | 6,29 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 15.229 | 0,84 | 1.003 | 6,60 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 225 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 21.182 | 179,15 | 1.395 | 195,34 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.272 | 0,44 | 150 | 6,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 119.884 | -0,11 | 7.894 | 112.671,43 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 5.246 | 0,00 | 345 | 5,83 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 11.627 | 766 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 320.216 | -0,48 | 21.086 | 4,37 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 57.483 | 5,08 | 3.785 | 11,16 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 310 | 20 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.646 | 0,39 | 306 | 5,90 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 265 | 0,00 | 17 | 6,25 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.024.259 | 3,46 | 67.447 | 9,43 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 64.835 | -46,60 | 4.269 | -43,52 | ||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 8.001 | 527 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 31.948 | -36,65 | 2.104 | -33,00 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 1.853 | 0,00 | 122 | 6,09 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 179 | 0,00 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 310.989 | 0,80 | 20.479 | 6,62 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 400 | 26 | ||||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 12.106 | 797 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 6.978 | 460 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 30.121 | -3,39 | 1.983 | 2,22 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3.407 | 0,00 | 224 | 5,66 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 88 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 8.476 | -1,12 | 558 | 4,69 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.600 | 0,00 | 105 | 6,06 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 25.411 | 12,20 | 1.673 | 18,74 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 86.678 | -12,87 | 5.708 | -7,83 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7.839 | 4,01 | 516 | 10,02 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 2.085 | 0,00 | 137 | 6,20 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2.420 | 0,58 | 159 | 6,71 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 400 | 0,00 | 25 | 4,35 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 714 | 0,00 | 47 | 6,82 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 2.030 | -3,97 | 134 | 1,53 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 237.124 | 8,56 | 15.615 | 14,83 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 7.687 | 506 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 29.403 | 1,07 | 1.936 | 6,90 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 684 | -25,00 | 43 | -22,22 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 46.696 | 6,84 | 3.075 | 13,01 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 3.103 | 204 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 4.488 | 0,00 | 296 | 5,73 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 6.150 | 0,00 | 405 | 5,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 10.156 | 21,28 | 669 | 28,21 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 7.371 | 485 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11.161 | 3,01 | 751 | 10,77 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 8.000 | 527 | ||||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 3.306 | 0,09 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 37.403 | 2.463 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 75.254 | 7,12 | 4.956 | 13,31 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 4.230 | 0,00 | 279 | 5,70 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 |
Other Listings
| US:DOL | 68,17 $ |
