Grundlæggende statistik
| Institutionelle ejere | 74 total, 74 long only, 0 short only, 0 long/short - change of 12,12% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5633 % - change of 0,90% MRQ |
| Institutionelle aktier (lange) | 6.745.638 (ex 13D/G) - change of 0,53MM shares 8,46% MRQ |
| Institutionel værdi (lang) | $ 335.880 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. Multifactor Fund (US:USMF) har 74 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,745,638 aktier. Største aktionærer omfatter HighTower Advisors, LLC, Lido Advisors, LLC, Great Valley Advisor Group, Inc., Raymond James Financial Inc, SNS Financial Group, LLC, Team Financial Group, LLC, LPL Financial LLC, Systelligence, LLC, Wells Fargo & Company/mn, and Columbia Advisory Partners Llc .
WisdomTree Trust - WisdomTree U.S. Multifactor Fund (BATS:USMF) 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 52,04 / share. Previously, on September 16, 2024, the share price was 48,40 / share. This represents an increase of 7,52% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5.486 | 281 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1.740 | -7,84 | 89 | -4,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29.870 | 144,26 | 1.531 | 152,64 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 9.343 | -2,14 | 479 | 1,06 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 150.176 | -24,88 | 7.698 | -22,40 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 36.870 | -13,26 | 1.890 | -10,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.997 | 512 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 122 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.301 | 96,80 | 1.912 | 103,30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 30.626 | 2 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 89.686 | 4.597 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 495 | 4.025,00 | 25 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.319.821 | 0,60 | 67.650 | 3,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 110.206 | 23,58 | 5.649 | 27,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.272 | -12,06 | 527 | -9,15 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 62 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 398.432 | 6,03 | 20.422 | 9,53 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15.115 | -1,31 | 775 | 1,98 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 93.888 | 4.812 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 793.086 | -3,89 | 40.651 | -0,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.637 | -19,95 | 84 | -17,82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.085 | -13,06 | 55 | -11,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 98 | -88,74 | 5 | -90,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55.815 | 19,12 | 2.861 | 23,06 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 11.304 | -20,03 | 579 | -17,40 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38.224 | 12,48 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 18.203 | -14,07 | 933 | -11,23 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 421.751 | 9,75 | 21.618 | 13,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.540 | 0,22 | 596 | 4,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 102.226 | 16,04 | 5 | 25,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 7.935 | -3,15 | 409 | 0,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 233 | -49,89 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28.087 | -3,55 | 1.440 | -0,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 154 | 0,00 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.060 | 0,33 | 567 | 3,47 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 28.758 | -5,52 | 1.474 | -2,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6.000 | -4,91 | 308 | -1,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 72.342 | 12,70 | 3.708 | 16,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13.666 | 700 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4.417 | -0,34 | 226 | 3,20 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 7.332 | 0,21 | 376 | 3,31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 376.170 | -10,41 | 19.281 | -7,45 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1.745 | 89 | ||||||
| 2025-05-08 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.718 | 88 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 108.945 | -39,50 | 5.584 | -37,50 | ||||
| 2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 178 | 0,00 | 9 | 12,50 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 834 | 15,51 | 43 | 20,00 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.428 | 0 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 53.257 | -2,94 | 2.685 | 3,83 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35.107 | 1.799 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 197.931 | 4,61 | 10.145 | 8,06 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3.591 | 184 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 229.503 | 11.764 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.778 | -8,30 | 91 | -5,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.813 | 1,05 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 96.506 | 573,64 | 4.947 | 596,62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 81.724 | 108.865,33 | 4.189 | 139.500,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78.493 | 670,22 | 4.023 | 696,63 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.675 | 0 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 996 | 0,00 | 51 | 2,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 531.185 | 8,30 | 27.227 | 11,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5.370 | 275 | ||||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 161.567 | 14,92 | 8.281 | 18,71 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.119 | 378,36 | 1.185 | 395,82 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 105.302 | 22,89 | 5.282 | 23,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423.772 | 1,64 | 21.721 | 4,99 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14.016 | -4,69 | 718 | -1,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 80.966 | -4,81 | 4.150 | -1,66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.848 | 300 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 43.755 | -2,18 | 2.243 | 4,13 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15.272 | 0,00 | 783 | 3,30 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 7.914 | -38,85 | 406 | -36,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37.681 | -0,81 | 1.931 | 2,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.018 | 8,28 | 975 | 11,83 |
Other Listings
| MX:USMF |
