Mga Batayang Estadistika
Pemilik Institusional | 67 total, 67 long only, 0 short only, 0 long/short - change of -2.90% MRQ |
Alokasi Portofolio Rata-rata | 0.2184 % - change of -19.65% MRQ |
Saham Institusional (Jangka Panjang) | 3,517,196 (ex 13D/G) - change of -0.25MM shares -6.70% MRQ |
Nilai Institusional (Jangka Panjang) | $ 86,460 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund (US:QHY) memiliki 67 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 3,517,196 saham. Pemegang saham terbesar meliputi Cwm, Llc, Bank Of America Corp /de/, Cetera Investment Advisers, LPL Financial LLC, Goldstone Financial Group, LLC, Morgan Stanley, Collaborative Wealth Managment Inc., Private Advisor Group, LLC, Vestmark Advisory Solutions, Inc., and Atria Investments Llc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund (BATS:QHY) 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 46.54 / share. Previously, on September 9, 2024, the share price was 46.04 / share. This represents an increase of 1.07% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,663 | 20.28 | 353 | 23.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 52,347 | -5.33 | 2,413 | -3.21 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,377 | 202 | ||||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 5T Wealth, LLC | 8,141 | -1.15 | 375 | 1.08 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 20,056 | -15.96 | 925 | -14.13 | ||||
2025-08-14 | 13F | Fmr Llc | 30 | -6.25 | 1 | 0.00 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 34,408 | 5.58 | 1,591 | 11.34 | ||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 172 | 5.52 | 8 | 0.00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 178 | 0.00 | 8 | 0.00 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3,122 | -4.64 | 144 | -2.72 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 28,080 | -66.88 | 1,294 | -66.14 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 664,228 | 2.15 | 30,621 | 4.42 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 31,940 | -26.87 | 1,472 | -25.24 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 35,856 | 2.12 | 1,650 | 4.36 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19,299 | 6.11 | 889 | 8.41 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 624 | 0.00 | 29 | 0.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,255 | 104 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 110 | 4.76 | 5 | 25.00 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 87,243 | 1.24 | 4,039 | 3.91 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,597,815 | -1.48 | 74 | 0.00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 7,048 | 16.48 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 304 | -18.50 | 14 | -12.50 | ||||
2025-08-11 | 13F | Covestor Ltd | 234 | 15.27 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 180 | 0.00 | 8 | 0.00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,959 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 189,207 | 7.39 | 8,722 | 9.78 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 30,964 | 5.27 | 1,427 | 7.62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19,736 | -12.54 | 910 | -10.62 | ||||
2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 19,074 | -1.43 | 1 | |||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 5,682 | 262 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 753 | -12.03 | 35 | -10.53 | ||||
2025-08-15 | 13F | Morgan Stanley | 72,112 | -30.48 | 3,324 | -28.94 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,982 | 137 | ||||||
2025-07-24 | 13F | Leo Wealth, LLC | 7,163 | 330 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,537 | 0.00 | 71 | 1.45 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 104 | 5 | ||||||
2025-07-22 | 13F | Team Financial Group, LLC | 11,273 | 8.27 | 520 | 10.66 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 64,069 | -6.51 | 2,954 | -4.43 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 41,138 | -1.10 | 1,896 | 1.12 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 5,956 | -7.18 | 274 | -5.19 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,740 | 51.44 | 80 | 56.86 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 104,259 | 0.60 | 4,806 | 2.85 | ||||
2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 19,159 | 2.99 | 883 | 5.37 | ||||
2025-08-13 | 13F | Kilter Group LLC | 336 | 15 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 22,534 | 51.48 | 1,039 | 54.93 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 40,423 | 6.38 | 1,864 | 8.76 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 7,830 | -36.15 | 361 | -34.90 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 16,238 | 7.71 | 747 | 10.01 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 20 | 0.00 | 1 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 58,605 | 3.95 | 2,702 | 6.25 | ||||
2025-08-05 | 13F | Key FInancial Inc | 84 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | Betterment LLC | 4,887 | 7.64 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5,477 | -0.25 | 252 | 2.02 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 31,710 | -12.09 | 1,455 | -10.74 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,692 | -5.42 | 78 | -2.50 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 15,360 | 0.81 | 708 | 3.06 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,782 | -7.19 | 82 | -4.65 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,604 | -6.59 | 304 | -4.40 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 11,507 | 2.34 | 530 | 4.54 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 315 | 0.00 | 15 | 0.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,865 | -11.98 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 | 100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,661 | 11.86 | 215 | 14.44 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,307 | -4.88 | 60 | -3.23 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 55,066 | 149.04 | 2,539 | 154.56 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,855 | 0.71 | 362 | 3.13 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,459 | -36.49 | 298 | -35.29 |