Grundlæggende statistik
| Institutionelle ejere | 109 total, 109 long only, 0 short only, 0 long/short - change of 18,48% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2906 % - change of 11,71% MRQ |
| Institutionelle aktier (lange) | 14.504.588 (ex 13D/G) - change of 6,12MM shares 73,09% MRQ |
| Institutionel værdi (lang) | $ 537.683 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree Dynamic International Equity Fund (US:DDWM) har 109 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 14,504,588 aktier. Største aktionærer omfatter Park National Corp /oh/, Morgan Stanley, LPL Financial LLC, Hennion & Walsh Asset Management, Inc., Raymond James Financial Inc, Envestnet Asset Management Inc, Fundamentun, Llc, Bank Of America Corp /de/, Mml Investors Services, Llc, and Steward Partners Investment Advisory, Llc .
WisdomTree Trust - WisdomTree Dynamic International Equity Fund (BATS:DDWM) 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%.
The share price as of September 8, 2025 is 41,70 / share. Previously, on September 9, 2024, the share price was 35,35 / share. This represents an increase of 17,95% over that period.
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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | SK Wealth Management, LLC | 21.860 | 876 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26.356 | -15,19 | 1.045 | -2,15 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 5.978 | -13,68 | 237 | -6,69 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10.268 | -13,53 | 407 | -6,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 486.524 | 4,29 | 19.296 | 12,42 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12.518 | 1,35 | 496 | 9,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140.800 | 2,58 | 5.584 | 10,60 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 24.641 | -10,54 | 977 | -3,55 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 222 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 98 | -14,78 | 4 | -25,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 142.055 | 1,15 | 5.634 | 9,04 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 8.820 | 0,24 | 350 | 8,05 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 13.748 | -5,79 | 545 | 1,68 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10.773 | 427 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 63.700 | 352,09 | 2.526 | 387,64 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19.207 | 48,01 | 762 | 59,54 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 912 | 0,44 | 36 | 9,09 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33.223 | 1.318 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 613.001 | -2,54 | 24.312 | 5,06 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.294 | -78,15 | 329 | -76,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.973 | 11,53 | 475 | 20,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 15.779 | -0,64 | 626 | 7,02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.124 | 1,11 | 402 | 8,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12.460 | 494 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 114.117 | 4.526 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 23.019 | -2,32 | 913 | 5,31 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6.598 | 0,00 | 262 | 7,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 104 | 4 | ||||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 6.878 | 1,42 | 273 | 9,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 103.008 | 66,98 | 4.085 | 80,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43.448 | 10,26 | 1.723 | 18,91 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 20.493 | -4,87 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.719 | 9,63 | 425 | 18,38 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5.268 | 209 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 46.704 | 24,03 | 1.852 | 33,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31.562 | 17,65 | 1 | |||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5.423 | -8,89 | 215 | -4,44 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 13.790 | 20,68 | 547 | 30,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 567.297 | 4,01 | 22.499 | 12,12 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 5.079 | 200 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 892 | 0,00 | 35 | 16,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6.472 | -2,31 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 114 | -30,91 | 5 | -33,33 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 9.689 | 0,00 | 384 | 7,87 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 110 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18.453 | 9,25 | 732 | 17,71 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 441.635 | -2,58 | 17.515 | 5,02 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 27.699 | 803,42 | 1.099 | 872,57 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10.032 | -0,30 | 398 | 7,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56.197 | 753,67 | 2.229 | 820,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.777 | 2,08 | 824 | 10,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 514.170 | 26,43 | 20 | 42,86 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 67.312 | 2.670 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 388 | 15 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 46.177 | 0,00 | 1.831 | 7,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 372.986 | 1.036,11 | 14.793 | 1.125,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.645 | 9,78 | 184 | 18,71 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 378 | -26,74 | 15 | -22,22 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 101.198 | -1,56 | 4.014 | 6,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 222.788 | 23,28 | 9 | 33,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 137.267 | -0,77 | 5.444 | 6,98 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 112.066 | 1,33 | 4.445 | 9,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 536.086 | 9,31 | 21.261 | 17,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.021 | 11,79 | 159 | 20,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 575.872 | 12,25 | 22.839 | 21,01 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 58.251 | 2.310 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 20.154 | 7,01 | 799 | 15,46 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 7.588 | 301 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.125 | 307,61 | 45 | 340,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 56.322 | 0,32 | 2.072 | 7,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6.823 | -16,72 | 271 | -10,30 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 58.290 | 2.312 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13.309 | -19,36 | 528 | -13,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 147.612 | 23,47 | 6 | 25,00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 25.903 | -9,92 | 1.027 | -2,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5.700 | 0,00 | 226 | 8,13 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.062 | 73,39 | 121 | 89,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34.575 | -17,82 | 1.371 | -11,38 | ||||
| 2025-05-08 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6.606 | -2,03 | 262 | 5,65 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9.832 | 0,00 | 390 | 7,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.740.805 | 844,24 | 69.040 | 917,99 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2.627.025 | 104.188 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 10.946 | 0,00 | 434 | 7,96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33.188 | 7,25 | 1.316 | 15,64 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4.235 | 1,03 | 168 | 8,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.513 | 116,76 | 60 | 140,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.329 | -95,66 | 92 | -95,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 276.351 | 4,34 | 10.960 | 12,49 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 32.221 | 1.278 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5.984 | -3,06 | 237 | 4,41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.775 | 229 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.864 | 39,68 | 312 | 50,24 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 405.360 | 51,35 | 16.077 | 63,16 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2.451 | 97 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 100.865 | -9,37 | 4.000 | -2,30 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.246 | -71,13 | 367 | -68,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.540 | 0,56 | 497 | 8,52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.981 | 0,00 | 356 | 7,88 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139.352 | 8,83 | 5.527 | 17,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 32.819 | -1,39 | 1.302 | 6,29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1.180.367 | 0,44 | 46.813 | 8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12.031 | 477 | ||||||
| 2025-05-13 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -50,00 | 0 | |||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 14.052 | -44,99 | 557 | -40,68 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 650 | 0,00 | 26 | 8,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.350.030 | 85,65 | 53.542 | 100,13 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.495 | -2,30 | 377 | 5,32 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 38.595 | -44,58 | 1.531 | -40,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 |
