Grundlæggende statistik
| Institutionelle ejere | 233 total, 233 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3159 % - change of 10,18% MRQ |
| Institutionelle aktier (lange) | 18.342.378 (ex 13D/G) - change of -2,78MM shares -13,17% MRQ |
| Institutionel værdi (lang) | $ 966.735 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (US:DGS) har 233 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 18,342,378 aktier. Største aktionærer omfatter Creative Planning, Bank Of America Corp /de/, Congress Wealth Management LLC / DE /, National Bank Of Canada /fi/, Unison Advisors LLC, HighTower Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, and Captrust Financial Advisors .
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (ARCA:DGS) 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 16, 2025 is 58,88 / share. Previously, on September 17, 2024, the share price was 52,86 / share. This represents an increase of 11,38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Armis Advisers, LLC | 4.014 | -86,60 | 222 | -85,03 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 77.517 | 1,93 | 4.282 | 16,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 171 | -20,09 | 9 | -10,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | -82,55 | 2 | -80,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 12.591 | -5,74 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 247 | 292,06 | 14 | 333,33 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 89 | 5 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 206 | 0,00 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 34.724 | -7,98 | 1.918 | 5,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29.234 | 9,56 | 1.615 | 25,29 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6.595 | 0,00 | 364 | 14,47 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 11.934 | -13,61 | 659 | -1,20 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 38.283 | 0,00 | 2.115 | 14,33 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88.313 | -1,77 | 4.878 | 12,32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.725 | 0,49 | 261 | 14,98 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5.900 | 326 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 65 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 75.918 | -1,94 | 3.668 | -3,17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9.615 | -2,52 | 531 | 11,55 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 71.998 | 3.977 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4.335 | -2,80 | 239 | 11,16 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4.901 | 0,00 | 271 | 14,41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31.182 | 2,98 | 1.723 | 17,78 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9.607 | 74,29 | 531 | 99,25 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 11.447 | -19,19 | 632 | -7,60 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 780 | -0,76 | 43 | 10,53 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 29.056 | -14,74 | 1.605 | -2,49 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6.230 | -25,81 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 234.537 | 13 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 556.923 | 2,29 | 30.725 | 16,81 | ||||
| 2025-05-30 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 105 | 5,00 | 5 | 25,00 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 5.425.374 | -22,91 | 299.698 | -11,85 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4.038 | 223 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.879 | -55,32 | 104 | -49,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8.534 | 0,00 | 471 | 14,32 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 7.937 | 162,99 | 438 | 192,00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 605 | 51,25 | 33 | 73,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 471 | 0,86 | 26 | 18,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38.367 | 467,90 | 2.119 | 550,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5.681 | 0,00 | 314 | 14,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7.682 | -0,21 | 424 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40.747 | -5,24 | 2.251 | 8,33 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10.947 | 7,17 | 605 | 22,52 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5.546 | 7,61 | 304 | 21,60 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42.350 | 588,06 | 2.339 | 687,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.678 | 0,00 | 148 | 13,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.410 | -2,42 | 78 | 11,59 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 651 | 0,00 | 36 | 12,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.009 | 56 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.242 | 0,00 | 124 | 13,89 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21.935 | 4,01 | 1.212 | 18,96 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 14 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11.922 | 0,00 | 659 | 14,43 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14.900 | -1,79 | 823 | 12,43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9.955 | -0,99 | 550 | 13,20 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 40.095 | 0,35 | 2.215 | 14,72 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 92.198 | 11,66 | 5 | 66,67 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8.932 | 111,26 | 493 | 141,67 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 18.225 | 13,18 | 1.007 | 29,47 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 119 | 0,00 | 7 | 20,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 267.215 | 4,04 | 14.761 | 18,97 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 16.764 | 926 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5.327 | -0,49 | 296 | 14,34 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 15.062 | -2,43 | 832 | 11,68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.525 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10.565 | -3,16 | 584 | 10,63 | ||||
| 2025-05-12 | 13F | Covestor Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | -42,11 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 129.306 | -6,96 | 7.143 | 6,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.105.569 | 0,94 | 61.072 | 15,42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 334.757 | 30,83 | 18.492 | 49,60 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4.749 | 16,00 | 262 | 32,99 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 42.031 | -1,59 | 2.322 | 12,51 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 32.336 | -88,17 | 1.786 | -86,47 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 180.878 | -3,64 | 9.992 | 10,18 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 121 | 7 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 15.176 | -8,26 | 838 | 4,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 12.988 | -11,36 | 717 | 1,41 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4.444 | -7,55 | 246 | 5,60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 9.695 | 0,00 | 536 | 14,32 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55.541 | 1,39 | 3.068 | 15,95 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 95.393 | 31,99 | 5.269 | 50,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.264 | -89,77 | 70 | -88,42 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7.238 | 0,01 | 403 | 20,30 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 34.324 | -0,33 | 1.896 | 14,01 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.089 | 0,29 | 224 | 13,13 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 61.258 | 4,79 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.152 | -1,70 | 229 | 12,25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13 | 1 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 5.300 | -2,75 | 293 | 11,03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 27.458 | -0,88 | 1.517 | 13,30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 23.841 | -29,63 | 1.317 | -19,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 52 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 43 | 2 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13.315 | 0,04 | 736 | 14,31 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 350 | 0,00 | 19 | 18,75 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 46.606 | -4,24 | 2.575 | 9,49 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 79.191 | -1,33 | 4.375 | 12,82 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 154.085 | -13,75 | 8.512 | -1,38 | ||||
| 2025-07-23 | 13F | Matisse Capital | 11.518 | 0,00 | 636 | 14,39 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3.200 | 0,00 | 177 | 14,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.163 | -53,14 | 838 | -46,45 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 813 | -26,95 | 45 | -16,98 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 10.215 | -0,91 | 564 | 13,25 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 93 | -20,51 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6.728 | 0,95 | 372 | 15,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21.420 | -1,87 | 1.183 | 12,24 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10.022 | 3,59 | 554 | 18,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 233.048 | 8,31 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 116.600 | 5,27 | 6.560 | 22,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.913 | -5,10 | 327 | 7,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.862 | -18,37 | 103 | -7,27 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2.089 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 702.311 | 3,18 | 38.796 | 17,98 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 129.188 | 3,01 | 7.136 | 17,79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 800 | -40,07 | 44 | -31,25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75 | 0,00 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47.541 | 13,51 | 2.626 | 29,81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 137.401 | 1,15 | 7.590 | 15,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3.726 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 421.501 | 0,33 | 23.284 | 14,72 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-11 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 50.942 | -0,17 | 2.814 | 14,16 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 282 | 14,63 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 53.482 | -3,93 | 3.009 | 11,86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.521 | -11,93 | 84 | 1,20 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3.364 | 0,00 | 186 | 14,20 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 120 | 0,00 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 220 | 12 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 28.200 | 100,00 | 1.460 | 114,39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.639 | 8,78 | 146 | 23,93 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14.476 | -36,95 | 800 | -27,95 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 182 | 1,11 | 10 | 25,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1.500 | 0,00 | 83 | 13,89 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 7.099 | 0,00 | 392 | 14,62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4.921 | -5,57 | 272 | 6,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95.420 | 1,69 | 5.271 | 16,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.075 | -5,44 | 0 | |||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 763 | 0,00 | 42 | 16,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37.728 | 1,43 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.137 | 0,00 | 63 | 14,81 | ||||
| 2025-04-11 | 13F | Chemistry Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 5.990 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13.282 | -20,02 | 734 | -8,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247.056 | 22,94 | 13.647 | 40,57 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 31.405 | 2,63 | 1.735 | 17,32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 423 | 0,00 | 23 | 15,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.357 | 130 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 5.895 | -19,46 | 326 | -7,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11.165 | -19,62 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.606 | 199 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.291 | 11,34 | 292 | 26,41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 16 | 1 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.724 | 261 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155.239 | -0,34 | 8.212 | 11,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157.335 | 28,28 | 8.691 | 46,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 | -75,00 | 1 | -75,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.872 | 0,31 | 159 | 14,49 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 335 | -18,29 | 19 | -5,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60.771 | 63,45 | 3.357 | 86,92 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 5.178 | 0,00 | 286 | 8,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6.127 | -9,51 | 338 | 3,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 379.635 | 2,33 | 20.971 | 17,01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 126 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 162.504 | -2,16 | 8.977 | 11,88 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 157 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65.140 | -83,52 | 3.598 | -81,16 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.509 | 479 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39.763 | -1,31 | 2.197 | 11,42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4.180 | 0,00 | 231 | 14,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34.652 | 0,51 | 1.914 | 14,95 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 5.991 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 153 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.030 | -30,55 | 57 | -21,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81.295 | 13,19 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 126.543 | -31,64 | 6.990 | -21,83 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 138.045 | 3,24 | 7.626 | 18,05 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 7.075 | 7,59 | 391 | 23,03 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9.642 | 8,88 | 534 | 25,06 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 533.921 | -25,69 | 29.494 | -15,03 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 548 | 30 | ||||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 83.224 | -55,59 | 4.597 | -49,22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 292 | 0,00 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 283.320 | 3,62 | 15.650 | 18,49 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22.548 | -1,85 | 1.246 | 12,26 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 400 | -60,67 | 22 | -55,10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89.955 | 6,91 | 4.969 | 22,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.413 | 0,48 | 1.072 | 14,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142.764 | 17,17 | 7.886 | 33,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.611 | -0,99 | 199 | 13,07 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 48.560 | -0,72 | 2.682 | 13,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 108 | 6 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 11.403 | -7,10 | 630 | 6,25 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 47.173 | -0,18 | 2.606 | 14,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 507.801 | -11,19 | 28.051 | 1,55 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 555 | 0,00 | 31 | 15,38 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 39.846 | 1,68 | 2.201 | 16,27 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 97.519 | -4,54 | 5.387 | 9,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 421.979 | 5,83 | 23.310 | 21,01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43.480 | 1,42 | 2.402 | 15,93 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4.000 | 221 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.844 | 9,81 | 157 | 25,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 0,43 | 26 | 13,64 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57.337 | -2,58 | 3.167 | 11,40 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 35.244 | 0,35 | 1.947 | 14,74 | ||||
| 2025-05-30 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 93 | 20,78 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19.894 | -18,06 | 1.099 | -6,31 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 133.453 | -3,56 | 7.372 | 10,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62.497 | -70,19 | 3.452 | -65,91 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 34.323 | 8,08 | 1.896 | 23,53 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12.659 | 3,83 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 279.920 | 8,75 | 15.463 | 24,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 175 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 1.312 | 72 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 38.872 | -2,45 | 2.147 | 11,53 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 632 | -15,73 | 35 | -5,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 180.761 | -4,96 | 9.985 | 8,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 502.645 | 2,69 | 27.766 | 17,42 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 121.797 | 6.728 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 241.031 | 1,38 | 13.315 | 15,93 | ||||
| 2025-08-12 | 13F | Bank OZK | 9.895 | 0,00 | 547 | 14,23 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-30 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 399 | 24,69 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.833 | 212 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 8 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4.164 | -11,44 | 230 | 1,32 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 19.582 | 27,69 | 1 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 205.125 | -10,21 | 11.331 | 2,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.399 | 0,41 | 296 | 14,29 | ||||
| 2025-05-14 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 |
Other Listings
| MX:DGS |
