Mga Batayang Estadistika
Pemilik Institusional | 75 total, 75 long only, 0 short only, 0 long/short - change of 8.57% MRQ |
Alokasi Portofolio Rata-rata | 0.2091 % - change of -8.27% MRQ |
Saham Institusional (Jangka Panjang) | 3,819,048 (ex 13D/G) - change of 0.03MM shares 0.70% MRQ |
Nilai Institusional (Jangka Panjang) | $ 131,097 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Managed Futures Strategy Fund (US:WTMF) memiliki 75 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 3,819,048 saham. Pemegang saham terbesar meliputi Morgan Stanley, Resources Investment Advisors, LLC., O'Dell Group, LLC, Stewardship Advisors, LLC, LPL Financial LLC, Avestar Capital, LLC, Cetera Investment Advisers, Vestmark Advisory Solutions, Inc., Wells Fargo & Company/mn, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Managed Futures Strategy Fund (ARCA:WTMF) 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 36.93 / share. Previously, on September 9, 2024, the share price was 35.54 / share. This represents an increase of 3.89% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Centric Wealth Management | 11,758 | -12.08 | 426 | -6.80 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 11,373 | -5.30 | 402 | -1.96 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 34,688 | -18.22 | 1,225 | -15.41 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 | 0.00 | 2 | 0.00 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 3,462 | 122 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,275 | 59.99 | 186 | 66.07 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 11,928 | -6.01 | 421 | -2.77 | ||||
2025-04-30 | 13F | Twelve Points Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 1,057,295 | 4.11 | 37,329 | 7.70 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 37,217 | -37.54 | 1,314 | -35.42 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13,790 | 487 | ||||||
2025-07-16 | 13F/A | CX Institutional | 865 | -1.82 | 0 | |||||
2025-08-01 | 13F | Solstein Capital, LLC | 25 | 0.00 | 1 | |||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 283 | 13.20 | 10 | 12.50 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 28,512 | 9.28 | 1,007 | 13.03 | ||||
2025-08-14 | 13F | Css Llc/il | 15,050 | 0.01 | 531 | 3.51 | ||||
2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 77,289 | 37.89 | 2,729 | 42.60 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 161 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 14,551 | 10.63 | 514 | 14.51 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 7,485 | 20.38 | 264 | 24.53 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 59,627 | 1.85 | 2,105 | 5.36 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11,756 | 415 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 250 | 706.45 | 9 | 700.00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,257 | -1.10 | 44 | 2.33 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,540 | 0.28 | 231 | 3.60 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 42,442 | -8.16 | 1,498 | -5.67 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1,386 | -1.84 | 49 | 0.00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 15,579 | -17.67 | 550 | -14.73 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,408 | -1.35 | 85 | 2.41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 23,462 | -11.90 | 828 | -8.81 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 132 | 5 | ||||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 75,476 | -1.23 | 2,665 | 2.15 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 12,237 | 2.05 | 432 | 5.62 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 87,984 | 1.74 | 3,106 | 5.25 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 497,698 | -2.52 | 17,572 | 0.84 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 1,266 | 1.85 | 45 | 4.76 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,278 | 71.43 | 1 | |||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 12,977 | 458 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 78,631 | -8.19 | 2,776 | -5.03 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39,593 | 7.07 | 1 | 0.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3,061 | 1.02 | 108 | 4.85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2,210 | -28.98 | 78 | -26.42 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 10,766 | -15.93 | 380 | -13.04 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 21,999 | -23.06 | 777 | -20.41 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 47,544 | -20.16 | 1,679 | -17.42 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,295 | -14.35 | 399 | -11.95 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 6,626 | 234 | ||||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,530 | -3.40 | 231 | 0.00 | ||||
2025-08-14 | 13F | Comerica Bank | 1,642 | 356.11 | 58 | 375.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 103 | 0.00 | 4 | 0.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,247 | 21.49 | 538 | 25.70 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4,181 | -36.69 | 148 | -36.09 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 | -83.33 | 0 | |||||
2025-07-10 | 13F | Rockland Trust Co | 6,024 | 213 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 265,955 | 76.14 | 9,390 | 82.20 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 17,075 | 9.41 | 603 | 13.16 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 144,674 | 1.03 | 5,108 | 4.50 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 6,938 | 0.00 | 245 | 3.39 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 270,389 | 1.24 | 9,546 | 4.73 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,984 | 13.44 | 388 | 17.27 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 16,037 | -3.22 | 566 | 0.18 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 82,418 | 148.03 | 2,910 | 156.53 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 9,344 | 0 | ||||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 12,921 | 0.00 | 456 | 3.64 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 10,963 | -84.97 | 387 | -84.81 | ||||
2025-08-06 | 13F | Washington Trust Bank | 31,146 | -16.70 | 1,100 | -13.87 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 312,069 | 0.78 | 11,018 | 4.25 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-08 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 25,336 | -1.05 | 895 | 2.41 | ||||
2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 20,734 | 17.79 | 732 | 22.00 | ||||
2025-08-14 | 13F | Betterment LLC | 12,448 | -82.34 | 0 | -100.00 | ||||
2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 222 | 8 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 46,722 | -25.02 | 1,650 | -22.44 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 28,979 | 144.82 | 1 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,682 | 17.12 | 907 | 21.12 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 14,732 | -69.05 | 531 | -67.14 |