Grundlæggende statistik
| Institutionelle ejere | 70 total, 70 long only, 0 short only, 0 long/short - change of 9,38% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2807 % - change of 0,94% MRQ |
| Institutionelle aktier (lange) | 4.085.461 (ex 13D/G) - change of 0,44MM shares 12,01% MRQ |
| Institutionel værdi (lang) | $ 124.107 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree Equity Premium Income Fund (US:WTPI) har 70 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,085,461 aktier. Største aktionærer omfatter Cary Street Partners Financial Llc, Trust Point Inc., Morgan Stanley, Castle Wealth Management Llc, Granite Bay Wealth Management, LLC, Cetera Investment Advisers, LPL Financial LLC, Raymond James Financial Inc, Solutions 4 Wealth, Ltd, and Compass Financial Services Inc .
WisdomTree Trust - WisdomTree Equity Premium Income Fund (ARCA:WTPI) 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 15, 2025 is 33,19 / share. Previously, on April 4, 2025, the share price was 28,62 / share. This represents an increase of 15,98% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1.533 | 0,00 | 49 | 4,26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4.425 | 0,00 | 142 | 2,92 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 106.731 | 5,06 | 3.420 | 8,09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 104.939 | 20,74 | 3.362 | 24,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.291 | -26,05 | 330 | -24,02 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2.859 | -13,57 | 92 | -11,65 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 102.818 | 1,98 | 3.294 | 4,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.000 | 96 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 661 | 9,44 | 21 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37.541 | 4,03 | 1.203 | 7,03 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 500 | -47,37 | 16 | -44,83 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 166.383 | 7,40 | 5.331 | 10,49 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18.550 | 3,77 | 595 | 7,22 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 500 | -47,37 | 16 | -44,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 30 | -3,23 | 1 | |||||
| 2025-05-13 | 13F | HighTower Advisors, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | 31.464 | 22,54 | 1.008 | 26,16 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 15.423 | 11,48 | 494 | 14,88 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 444 | 0,00 | 14 | 7,69 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 193.765 | 11,91 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34.839 | 0,99 | 1.116 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 20.361 | 44,49 | 652 | 48,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.850 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.643 | 565 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 11.935 | 0,00 | 382 | 2,96 | ||||
| 2025-07-31 | 13F | Avory & Company, LLC | 7.527 | 0,00 | 241 | 2,99 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 20.342 | 7,80 | 652 | 10,90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22.824 | -1,54 | 748 | 4,92 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.221 | 51,53 | 360 | 56,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7.621 | 1,98 | 244 | 5,17 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 6.801 | 5,47 | 218 | 9,00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 8.793 | 0,00 | 282 | 2,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 325 | -59,53 | 10 | -60,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.403 | 333 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169.661 | 1,66 | 5.436 | 4,60 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 12 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 39 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 108 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8.818 | 283 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.356 | 300 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36.604 | -46,36 | 1.173 | -44,82 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 25.623 | -32,26 | 821 | -30,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34.099 | 49,91 | 1.093 | 54,24 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7.093 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Trust Point Inc. | 361.053 | 26,80 | 11.568 | 30,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181.006 | 28,29 | 5.799 | 32,01 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 251.640 | 7,05 | 8.063 | 10,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 347.448 | 17,27 | 11.132 | 20,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.198 | -16,81 | 38 | -13,64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 | 200,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 222 | 7 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 26.022 | 73,69 | 834 | 78,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 978 | 31 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 661 | 0,00 | 21 | 5,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8.832 | 18,03 | 283 | 21,03 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 40.581 | 1.300 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 180.522 | 22,58 | 5.784 | 26,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.221 | 1,13 | 456 | 4,12 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1.013.684 | -1,79 | 32.478 | 1,05 | ||||
| 2025-08-08 | 13F | Creative Planning | 27.098 | 82,24 | 868 | 87,47 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 89.423 | 2,32 | 2.865 | 5,29 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20.657 | 9,87 | 662 | 12,99 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7.131 | -36,54 | 229 | -34,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.248 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30.060 | 20,38 | 963 | 23,94 | ||||
| 2025-04-29 | 13F | Td Private Client Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.787 | 77,22 | 634 | 82,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9.876 | 7,65 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 123.480 | 4.786,43 | 3.956 | 4.971,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 47.865 | 0,08 | 1.534 | 2,96 |
