Grundlæggende statistik
| Institutionelle ejere | 90 total, 90 long only, 0 short only, 0 long/short - change of 7,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3239 % - change of 12,27% MRQ |
| Institutionelle aktier (lange) | 7.360.317 (ex 13D/G) - change of 2,42MM shares 48,83% MRQ |
| Institutionel værdi (lang) | $ 233.372 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree PutWrite Strategy Fund (US:PUTW) har 90 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,360,317 aktier. Største aktionærer omfatter LPL Financial LLC, Granite Bay Wealth Management, LLC, Morgan Stanley, Cary Street Partners Financial Llc, Castle Wealth Management Llc, WealthPlan Investment Management, LLC, Raymond James Financial Inc, Solutions 4 Wealth, Ltd, Cetera Investment Advisers, and Alpine Bank Wealth Management .
WisdomTree Trust - WisdomTree PutWrite Strategy Fund (ARCA:PUTW) 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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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Trust Point Inc. | 111.816 | -51,09 | 3.568 | -52,73 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 48.804 | 13,83 | 1.557 | 10,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22.148 | 3,49 | 707 | 0,00 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 114.716 | 9,87 | 3.661 | 6,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 325 | 0,00 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.842 | 250 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.198 | 0,00 | 38 | -2,56 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 116.111 | 988,51 | 3.705 | 952,56 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 23.728 | 71,12 | 757 | 65,65 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.763 | 248 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.433 | 0,00 | 46 | -4,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 242.710 | 145,69 | 7.745 | 137,47 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 47.173 | 1,21 | 1.505 | -2,21 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 15.504 | 495 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 500 | 0,00 | 16 | -6,25 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.403 | 0,00 | 332 | -3,50 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 17.574 | 561 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15.821 | 505 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 244.805 | 177,17 | 7.812 | 167,87 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.400 | 0,00 | 45 | -4,35 | ||||
| 2026-05-05 | 13F | UBS Group AG | 74.301 | 12,46 | 2.371 | 8,67 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 558 | 1,82 | 18 | -5,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 187.979 | 12,64 | 5.998 | 8,86 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 673.104 | 2,52 | 21.479 | -0,92 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 58.804 | -5,03 | 1.876 | -8,22 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 6.953 | 222 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 25.851 | 847 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 20.096 | 6,41 | 641 | 2,89 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 233 | 7 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.274 | 132,52 | 75 | 134,38 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 1.203.749 | 353,40 | 38.411 | 338,18 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 6.456 | 206 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 499 | 0,00 | 16 | -6,25 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 34.408 | 46,37 | 1.070 | 37,89 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 33.984 | 16,07 | 1.084 | 12,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 50.086 | 1.598 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 17.846 | -12,78 | 569 | -15,70 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 327.587 | 8,13 | 10.453 | 4,50 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 9.756 | 30,92 | 322 | |||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 158.923 | 7,50 | 5.071 | 3,89 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 8.793 | 0,00 | 281 | -3,45 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 6.573 | 210 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 348 | 866,67 | 11 | 1.000,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 43.787 | -2,02 | 1.397 | -5,29 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 50.957 | 1.626 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 642 | -80,57 | 20 | -81,65 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 20 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 500 | 16 | ||||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 14.132 | 19,54 | 451 | 15,38 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 54.631 | 4,33 | 1.743 | 0,81 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.216 | 71 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 30.051 | 20,31 | 959 | 16,26 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11.221 | 0,00 | 358 | -3,24 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52.391 | 85,52 | 1.672 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 14 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 275.608 | 2,10 | 8.795 | -1,34 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.050 | 16,67 | 34 | 13,79 | ||||
| 2026-05-12 | 13F | Creative Planning | 34.375 | 42,37 | 1.097 | 37,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 51.408 | 42,11 | 1.641 | 37,24 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36.130 | -6,41 | 1.153 | -9,58 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 165.323 | 5.275 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.667 | 340 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 40 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 140.084 | 545,64 | 4.470 | 524,30 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 6.291 | -5,96 | 201 | -9,09 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.711 | 182 | ||||||
| 2026-04-29 | 13F | Avory & Company, LLC | 15.167 | 0,00 | 484 | -3,40 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.259 | 0,79 | 264 | -2,59 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 52 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2.307 | -11,74 | 74 | -15,12 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 40.560 | 8,51 | 1.294 | 4,86 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 17.866 | 26,91 | 570 | 22,84 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 8.346 | 1,79 | 266 | -1,48 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 124.544 | -0,59 | 3.974 | -3,92 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 32.611 | 3,55 | 1.041 | 0,10 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | SWAN Capital LLC | 466 | 15 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 47.141 | 12,71 | 47 | -96,60 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 115.731 | 2,62 | 3.693 | -0,83 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 47.786 | -52,33 | 1.525 | -53,96 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 55.592 | 2,02 | 1.774 | -1,45 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 9 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21.633 | 690 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 9.502 | 20,94 | 303 | 16,99 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.665.333 | 62,05 | 53.141 | 56,60 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 196.992 | 5,36 | 6.286 | 1,83 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 661 | 0,00 | 21 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 328 | 10 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.244 | 0,48 | 40 | -2,50 |
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