Grundlæggende statistik
Institutionelle ejere | 141 total, 141 long only, 0 short only, 0 long/short - change of -3,42% MRQ |
Gennemsnitlig porteføljeallokering | 0.1721 % - change of -9,14% MRQ |
Institutionelle aktier (lange) | 6.986.679 (ex 13D/G) - change of -0,33MM shares -4,55% MRQ |
Institutionel værdi (lang) | $ 335.745 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. SmallCap Fund (US:EES) har 141 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,986,679 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, LPL Financial LLC, Ameriprise Financial Inc, Cetera Investment Advisers, Shore Point Advisors, LLC, Key FInancial Inc, Savant Capital, LLC, and Laurel Wealth Advisors LLC .
WisdomTree Trust - WisdomTree U.S. SmallCap Fund (ARCA:EES) 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 12, 2025 is 55,92 / share. Previously, on September 16, 2024, the share price was 51,85 / share. This represents an increase of 7,85% 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
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 375 | 0,00 | 19 | 5,56 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 118 | 81,54 | 6 | 100,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.512 | -13,84 | 345 | -6,50 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 535 | 0,19 | 27 | 3,85 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 47.387 | 8,51 | 2.415 | 13,23 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 277.857 | 3,67 | 14.160 | 8,17 | ||||
2025-07-15 | 13F | Optima Capital Llc | 24.222 | 0,04 | 1.234 | 4,40 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 5.436 | 0,00 | 277 | 4,53 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.200 | 61 | ||||||
2025-08-26 | 13F | Claris Financial LLC | 16.342 | -33,43 | 833 | -37,16 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 2.769 | 141 | ||||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 6.591 | -84,77 | 336 | -84,15 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 171.819 | -2,18 | 8.756 | 2,06 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21.854 | -64,36 | 1.114 | -62,83 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 20.427 | 8,17 | 1.041 | 12,80 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.330 | 0,26 | 394 | 13,26 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 17.957 | 3,61 | 916 | 8,03 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1.400 | 0,00 | 71 | 4,41 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 100 | 0,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 313.673 | -1,66 | 15.985 | 2,61 | ||||
2025-08-11 | 13F | Covestor Ltd | 109 | 15,96 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 10.125 | 2,26 | 1 | |||||
2025-08-14 | 13F | UBS Group AG | 720.106 | -1,88 | 36.697 | 2,38 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4.810 | 0,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 16.507 | 0,35 | 841 | 4,73 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 711 | -0,70 | 36 | 5,88 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 199 | 0,00 | 10 | 11,11 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10.740 | 0,00 | 547 | 19,96 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 9.450 | 0,00 | 482 | 4,34 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2.143 | 0,00 | 109 | 4,81 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 15.653 | -22,01 | 799 | -18,65 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 510.962 | 7,63 | 26.039 | 12,31 | ||||
2025-04-09 | 13F | Graves-Light Private Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 4.795 | 244 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 133 | 0,00 | 7 | 0,00 | ||||
2025-08-08 | 13F | Creative Planning | 26.177 | 0,42 | 1.334 | 4,79 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 8.577 | 0,00 | 437 | 4,55 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 5.971 | 0,00 | 304 | 4,47 | ||||
2025-08-04 | 13F | Assetmark, Inc | 777 | 432,19 | 40 | 457,14 | ||||
2025-08-11 | 13F | Citigroup Inc | 1.839 | 9,14 | 94 | 13,41 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 7.158 | 57,39 | 365 | 63,96 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 39.702 | 18,29 | 2.023 | 23,43 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 4.230 | -1,76 | 216 | 2,38 | ||||
2025-07-24 | 13F | Blair William & Co/il | 12.599 | -12,26 | 642 | -8,42 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 5.407 | 6,37 | 276 | 10,89 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 500 | 0,00 | 25 | 4,17 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 1.350 | 0,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 214.542 | 4.996,01 | 4 | -98,05 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40.118 | 4,60 | 2.044 | 9,13 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.553 | -4,04 | 1 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10.334 | 11,43 | 527 | 16,37 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 62.454 | -1,45 | 3.183 | 2,81 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 64.768 | 5,03 | 3.301 | 9,60 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 111.081 | -1,16 | 5.660 | 3,12 | ||||
2025-08-07 | 13F | Allworth Financial LP | 638 | 16,00 | 33 | 28,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11.375 | 0,02 | 580 | 4,32 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 8.079 | 0,90 | 412 | 5,12 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 20.571 | -20,90 | 1.048 | -17,42 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 751 | 38 | ||||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 133 | 0,00 | 7 | 0,00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5.751 | -2,13 | 293 | 0,69 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27.966 | -79,01 | 1.425 | -78,10 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 3.945 | -23,10 | 201 | -19,60 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.813 | 0,00 | 92 | 4,55 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.210 | -1,14 | 266 | 3,11 | ||||
2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 38.586 | 17,54 | 1.993 | 24,03 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 832 | 0,00 | 42 | 5,00 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4.587 | -5,03 | 234 | -0,85 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7.734 | -11,04 | 0 | |||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 19.255 | 0,00 | 981 | 4,36 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 739 | -15,93 | 38 | -21,28 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3.162 | 0,00 | 161 | 4,55 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.708 | 0,00 | 138 | 4,55 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 95 | 0,00 | 5 | 0,00 | ||||
2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Capital Management Corp /va | 5.427 | 3,37 | 277 | 7,81 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 62 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 769.014 | -5,23 | 39.189 | -1,12 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 566,67 | 1 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.478 | 28,19 | 738 | 33,76 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 10.080 | 0,24 | 1 | |||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 13.164 | -8,96 | 671 | -5,10 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 144.551 | 7.366 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Betterment LLC | 9.443 | 9,80 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 113.183 | 3,72 | 5.768 | 8,22 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Essex Savings Bank | 4.200 | 0,00 | 214 | 3,90 | ||||
2025-07-10 | 13F | Moller Financial Services | 18.442 | 0,00 | 940 | 4,33 | ||||
2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 24.890 | -90,86 | 1.268 | -91,37 | ||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 29.806 | -1,97 | 1.519 | 2,22 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 7.728 | 0,00 | 394 | 4,24 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 44.080 | -15,62 | 2.246 | -11,96 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 488.696 | -0,15 | 24.909 | 4,44 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Means Investment Co., Inc. | 12.836 | 0,10 | 654 | 4,47 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 134.700 | -1,71 | 6.864 | 2,57 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 104.907 | -8,76 | 5 | 0,00 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 4.962 | -1,70 | 253 | 2,44 | ||||
2025-08-14 | 13F | Fmr Llc | 6.412 | 22,23 | 327 | 27,34 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 8.199 | 3,12 | 418 | 7,47 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 9.215 | -37,70 | 470 | -35,04 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1.144 | 12,27 | 58 | 18,37 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 48.781 | -0,52 | 2.486 | 3,76 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2.434 | -0,65 | 124 | 4,20 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 46.487 | 6,99 | 2.369 | 11,59 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4.290 | 0,00 | 219 | 4,31 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 624 | 0,00 | 32 | 3,33 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 6.821 | 0,00 | 348 | 4,20 | ||||
2025-08-15 | 13F | Morgan Stanley | 726.470 | -3,13 | 37.021 | 1,07 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.417 | 125,10 | 174 | 135,14 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 48.005 | 44,22 | 2.447 | 50,52 | ||||
2025-07-25 | 13F | Cwm, Llc | 12.502 | 1,22 | 1 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 79.765 | 0,00 | 4.065 | 4,34 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34.555 | 0,00 | 1.761 | 4,14 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1.078 | 55 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 9.970 | 508 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 225 | 0,00 | 11 | 10,00 | ||||
2025-05-08 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 3.975 | -37,15 | 203 | -34,42 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 46 | -50,00 | 2 | -50,00 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 168 | 9 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 18.197 | 0,12 | 927 | 4,51 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
2025-04-25 | 13F | Joel Isaacson & Co., LLC | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5.167 | -2,18 | 266 | 3,50 | ||||
2025-05-12 | 13F | First Western Trust Bank | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 15.029 | 0,00 | 766 | 4,22 | ||||
2025-05-07 | 13F | Motco | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 7 | 0,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 821 | 22,90 | 42 | 28,13 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 45.700 | -43,58 | 2.329 | -41,15 | ||||
2025-05-08 | 13F | Wellington Shields Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 106.755 | -0,52 | 5.440 | 3,80 | ||||
2025-08-14 | 13F | Comerica Bank | 2.905 | -20,13 | 148 | -16,38 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 124.571 | 73,19 | 6.348 | 80,75 | ||||
2025-07-10 | 13F | Envision Financial LLC | 4.632 | 0,00 | 236 | 4,42 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.712 | 11,17 | 189 | 15,95 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 4.988 | -65,58 | 254 | -64,07 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 5.400 | 0,00 | 275 | 4,56 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.605 | 0,00 | 82 | 3,85 | ||||
2025-08-05 | 13F | Key FInancial Inc | 255.510 | -19,37 | 13.021 | -15,87 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 215.894 | -7,90 | 11.002 | -3,90 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 14.957 | 1,78 | 762 | 6,28 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Essential Planning, LLC. | 7.803 | 0,01 | 398 | 4,20 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 4.326 | -0,69 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 5.912 | -6,34 | 301 | -2,27 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2.309 | -5,02 | 118 | -0,85 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 25.905 | -16,30 | 1.320 | -12,64 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 669 | 34 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48.331 | -0,45 | 2.463 | 3,84 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 5.908 | 0,03 | 301 | 4,51 |
Other Listings
MX:EES |