Mga Batayang Estadistika
| Pemilik Institusional | 98 total, 98 long only, 0 short only, 0 long/short - change of 5.32% MRQ |
| Alokasi Portofolio Rata-rata | 0.1320 % - change of -1.22% MRQ |
| Saham Institusional (Jangka Panjang) | 7,466,125 (ex 13D/G) - change of 0.65MM shares 9.49% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 423,089 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree International LargeCap Dividend Fund (US:DOL) memiliki 98 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 7,466,125 saham. Pemegang saham terbesar meliputi Creative Planning, Morgan Stanley, Jpmorgan Chase & Co, Royal Bank Of Canada, Key FInancial Inc, BIP Wealth, LLC, Cascade Financial Partners, LLC, LPL Financial LLC, Bank Of America Corp /de/, and M&t Bank Corp .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree International LargeCap Dividend Fund (ARCA:DOL) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 61.79 / share. Previously, on September 9, 2024, the share price was 52.85 / share. This represents an increase of 16.92% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,981 | 714 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,756 | -16.76 | 230 | -11.54 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9,325 | -2.79 | 555 | 5.11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 38,524 | -3.72 | 2,295 | 4.13 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 93,271 | 7.74 | 5,556 | 16.53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,084 | 364 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52,582 | -15.92 | 3,132 | -9.03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 | 0.00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 400 | 0.00 | 24 | 4.55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 112,611 | 1,868.38 | 7 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 21 | 0.00 | 1 | 0.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 225 | 0.00 | 12 | 9.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,674,042 | -0.75 | 159,285 | 7.36 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 1,947 | -16.87 | 116 | -10.16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,275 | 81.83 | 433 | 96.82 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,158 | 0.53 | 486 | 8.74 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 425 | 0.00 | 25 | 8.70 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,048 | -38.68 | 122 | -33.88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 107,281 | 96.13 | 6,390 | 112.15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,627 | 0.00 | 693 | 8.13 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,246 | 0.00 | 312 | 8.33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 546 | 0.00 | 33 | 6.67 | ||||
| 2025-05-08 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5,885 | 0.00 | 351 | 8.02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 600 | -36.17 | 36 | -31.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 121,161 | -0.56 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,591 | 10.51 | 512 | 19.39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 61,990 | 3,693 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 179 | 0.00 | 11 | 11.11 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6,716 | 0.00 | 400 | 8.40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 417 | 0.00 | 25 | 9.09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,600 | 1,409.43 | 95 | 1,800.00 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4,230 | 0.00 | 252 | 8.19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,056 | 66.63 | 3,160 | 80.26 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66,055 | 4.30 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77 | 1.32 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,290 | 911 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,203 | 0.00 | 131 | 8.26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 84,181 | 2.93 | 5,014 | 11.35 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 158,682 | 5.21 | 9,452 | 13.80 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,978 | 0.00 | 416 | 8.07 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 7,686 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,396 | 1.65 | 143 | 10.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 330,290 | 21.96 | 19,675 | 31.91 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5,421 | 7.33 | 323 | 15.83 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 6,150 | 0.00 | 366 | 8.28 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,243 | 0.00 | 253 | 8.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | NP | DTH - WisdomTree International High Dividend Fund N/A | 734 | 73,300.00 | 44 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4,806 | 0.00 | 286 | 8.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,257 | 134 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 714 | -17.93 | 43 | -10.64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 364,450 | 1.21 | 21,709 | 9.48 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4,000 | 1.68 | 238 | 10.19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,030 | 39.39 | 353 | 48.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,602 | -0.25 | 95 | 7.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 187,174 | 0.35 | 11,149 | 8.55 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 720 | 0.00 | 43 | 7.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,004 | 19.88 | 1,847 | 29.63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33,615 | 3.56 | 2,002 | 12.03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,189 | 1.75 | 547 | 10.06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 237 | 10.75 | 14 | 27.27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,486 | 227.97 | 148 | 260.98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2,085 | 0.00 | 124 | 8.77 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3,858 | -3.09 | 230 | 4.57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,058 | 58.84 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10,365 | -1.82 | 617 | 6.20 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 6,283 | 1.11 | 374 | 9.36 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 912 | 0.00 | 54 | 8.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 871,572 | 25.79 | 51,917 | 36.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 304 | 20.63 | 18 | 50.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,377 | 0.00 | 82 | 9.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,742 | 28.77 | 341 | 38.62 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13,481 | 5.51 | 803 | 14.22 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11,653 | -0.21 | 694 | 7.93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 88 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43,106 | -2.78 | 2,568 | 5.16 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 217,743 | 0.73 | 12,970 | 8.95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23,518 | 84.44 | 1,401 | 99.43 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 17,380 | -0.61 | 1,035 | 7.48 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4,488 | 0.00 | 267 | 8.10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 121,448 | 2.74 | 7,234 | 11.14 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11,596 | 0.44 | 691 | 8.66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,856 | 1.04 | 289 | 9.47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 33,004 | -29.30 | 1,966 | -23.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 199,912 | 8.22 | 11,908 | 17.07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 120,462 | 4.52 | 7,176 | 13.06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 48,323 | 11.03 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 690 | 0.00 | 41 | 10.81 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,434 | -0.24 | 502 | 7.96 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32,022 | -2.00 | 1,907 | 6.00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 321,079 | 5.56 | 19,126 | 14.18 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 52,434 | -3.58 | 3,123 | 4.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 97,600 | 368.87 | 5,814 | 407.24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 44,256 | -1.91 | 2,636 | 6.12 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 377 | 22 | ||||||
| 2025-04-23 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 59,985 | 63.42 | 3,573 | 76.79 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 308,561 | -4.79 | 18,380 | 2.99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,042 | 300 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,559 | -6.62 | 272 | 1.12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33,323 | 0.78 | 2 | 0.00 |
Other Listings
| MX:DOL |
