Statistiche di base
Proprietari istituzionali | 237 total, 237 long only, 0 short only, 0 long/short - change of 5,33% MRQ |
Allocazione media del portafoglio | 0.1984 % - change of 1,61% MRQ |
Azioni istituzionali (Long) | 6.481.055 (ex 13D/G) - change of 0,44MM shares 7,20% MRQ |
Valore istituzionale (Long) | $ 524.026 USD ($1000) |
Proprietà istituzionale e azionisti
WisdomTree Trust - WisdomTree U.S. High Dividend Fund (US:DHS) ha 237 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 6,481,055 azioni. I maggiori azionisti includono Cwm, Llc, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Cetera Investment Advisers, Linscomb & Williams, Inc., Morgan Stanley, Colony Group, LLC, Invenio Wealth Partners Llc, and Mb, Levis & Associates, Llc .
(WisdomTree Trust - WisdomTree U.S. High Dividend Fund (ARCA:DHS) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 100,57 / share. Previously, on September 6, 2024, the share price was 90,81 / share. This represents an increase of 10,75% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Wick Capital Partners, LLC | 4.473 | 66,22 | 258 | -3,01 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 68 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26,32 | 30 | 20,83 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.901 | -0,95 | 470 | -4,08 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2,91 | 41 | 5,26 | ||||
2025-07-25 | 13F | Cwm, Llc | 844.212 | -1,18 | 81 | -3,57 | ||||
2025-08-12 | 13F | Skopos Labs, Inc. | 1 | 0,00 | 0 | |||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3.697 | 3,76 | 355 | 0,28 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 3.621 | -10,28 | 348 | -7,71 | ||||
2025-08-29 | NP | EPS - WisdomTree U.S. LargeCap Fund N/A | 2.570 | -74,79 | 247 | -75,67 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 4.119 | 0,00 | 395 | -3,19 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 3.217 | -2,13 | 309 | -5,23 | ||||
2025-04-30 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100.221 | 20,72 | 9.621 | 16,85 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 345.217 | -1,96 | 33.134 | -5,10 | ||||
2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.284 | 5,70 | 1.083 | 2,36 | ||||
2025-08-07 | 13F | Commerce Bank | 24.800 | -2,53 | 2.380 | -5,67 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 2.951 | 0,00 | 293 | 6,18 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 167 | 0,00 | 16 | 0,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3.194 | 0,38 | 307 | -2,55 | ||||
2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 3.243 | 0,00 | 311 | -3,12 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 11.153 | -1,52 | 1.070 | -4,72 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 2.442 | 1,03 | 234 | -2,09 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 5 | 400,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.009 | 361,50 | 289 | 350,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 375.540 | 0,60 | 36.044 | -2,63 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15.829 | 7,35 | 1.519 | 3,90 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 698 | 0,00 | 67 | -4,35 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4.501 | 0,00 | 432 | -2,92 | ||||
2025-08-12 | 13F | MAI Capital Management | 282 | 0,00 | 27 | 0,00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4.214 | 0,00 | 404 | -3,12 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 267 | -34,88 | 26 | -37,50 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 3.089 | 1,01 | 296 | -2,31 | ||||
2025-07-18 | 13F | Truist Financial Corp | 18.981 | -8,30 | 1.822 | -11,26 | ||||
2025-08-08 | 13F | Creative Planning | 20.144 | 0,05 | 1.933 | -3,16 | ||||
2025-08-14 | 13F | Avant Capital LLC | 2.450 | -3,16 | 235 | -6,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 26 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.200 | 0,00 | 307 | -3,15 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3.906 | 0,00 | 375 | -3,36 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 10.581 | 0,19 | 1.013 | -3,34 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157,89 | 52 | 155,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 33.224 | 83,43 | 3.189 | 77,56 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0,00 | 48 | -4,08 | ||||
2025-08-14 | 13F | Parvin Asset Management, LLC | 938 | 0,00 | 90 | -3,23 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5.014 | 58,47 | 481 | 53,67 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2.275 | -2,15 | 218 | -5,22 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1.000 | 0,00 | 96 | -4,04 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 136 | 0,00 | 13 | 0,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 22.145 | 9,52 | 2.125 | 5,99 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0,95 | 41 | -2,44 | ||||
2025-08-08 | 13F | Gts Securities Llc | 4.957 | 0,00 | 476 | -3,26 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2.505 | 0,00 | 240 | -3,23 | ||||
2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11.909 | -1,22 | 1.143 | -4,35 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31.455 | -34,16 | 3 | -25,00 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 2.209 | 212 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 63.591 | 62,80 | 6.103 | 57,58 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 4.439 | 0,00 | 426 | -3,18 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2.325 | 0,48 | 223 | -2,62 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 800 | 0,00 | 77 | -3,80 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 939 | 0,00 | 90 | -3,23 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6.543 | 59.381,82 | 628 | 62.600,00 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 23.459 | -2,17 | 2.252 | -5,30 | ||||
2025-08-13 | 13F | M&t Bank Corp | 3.359 | 0,00 | 322 | -3,30 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4.293 | 1,01 | 412 | -2,14 | ||||
2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 60.052 | -3,54 | 5.764 | -6,64 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12.042 | 0,00 | 1.156 | -3,27 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4.674 | -60,75 | 449 | -62,03 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 4.247 | -1,14 | 408 | -4,24 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 405.319 | 9,57 | 38.902 | 6,05 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1.200 | 0,00 | 115 | -2,54 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1.182 | 10,78 | 113 | 7,62 | ||||
2025-08-14 | 13F | Fmr Llc | 6.148 | 22,45 | 590 | 18,71 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2.396 | 230 | ||||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 14.828 | 25,33 | 1.423 | 21,31 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17.257 | -0,24 | 1.656 | -3,44 | ||||
2025-04-14 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 206.980 | 2,69 | 19.866 | -0,61 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 33.896 | 465,78 | 3.243 | 453,41 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Crews Bank & Trust | 469 | 0,00 | 45 | -2,17 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 44.307 | -23,33 | 4.253 | -25,79 | ||||
2025-08-04 | 13F | Virtus Family Office LLC | 8.784 | -40,60 | 843 | -42,50 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 2.306 | 0,00 | 221 | -3,07 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 95.355 | 9.152 | ||||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2.495 | 0,00 | 246 | -0,40 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1.096 | 21,10 | 105 | 17,98 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 4.016 | 385 | ||||||
2025-04-14 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Community Bank, N.A. | 14.340 | -0,87 | 1.376 | -4,04 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 665 | -36,97 | 64 | -39,42 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2.505 | 0,00 | 240 | -3,23 | ||||
2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 3.340 | 0,00 | 321 | -3,32 | ||||
2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 28.970 | 64,88 | 2.781 | 69,51 | ||||
2025-08-12 | 13F | LPL Financial LLC | 423.221 | -3,30 | 40.621 | -6,40 | ||||
2025-08-15 | 13F | Morgan Stanley | 302.065 | -1,14 | 28.992 | -4,31 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.085 | 4,93 | 104 | 1,96 | ||||
2025-08-14 | 13F | Colony Group, LLC | 216.121 | 66,02 | 20.743 | 60,70 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 4.383 | 31,70 | 421 | 27,27 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Botty Investors LLC | 21.825 | -5,83 | 2.095 | -8,88 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 7.636 | -55,20 | 733 | -56,69 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 309 | 0,00 | 30 | -3,33 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3.908 | -1,59 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 5.885 | 0,00 | 565 | -3,26 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 3.736 | -6,37 | 359 | -9,37 | ||||
2025-08-05 | 13F | Key FInancial Inc | 470 | 0,00 | 45 | -2,17 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4.701 | 9,30 | 451 | 5,87 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2.115 | -12,17 | 203 | -15,13 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
2025-08-14 | 13F | BancorpSouth Bank | 14.748 | -0,17 | 1.416 | -3,35 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 600 | 0,00 | 59 | 5,36 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 2.287 | 220 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4.845 | 0,00 | 465 | -3,12 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 2.087 | 200 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 309 | -28,47 | 30 | -30,95 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 79.833 | -1,42 | 7.662 | -4,58 | ||||
2025-07-17 | 13F | KWB Wealth | 2.583 | -0,65 | 256 | 5,79 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.783 | 0,11 | 171 | -2,84 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.312 | 126 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 514 | 0,00 | 50 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11.679 | -1,60 | 1.121 | -4,76 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.293 | -12,26 | 412 | -15,05 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 2.816 | 0,57 | 270 | -2,53 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.623 | 0,56 | 348 | -2,80 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 5.762 | 0,00 | 561 | -1,93 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 49.409 | 0,54 | 4.742 | -2,67 | ||||
2025-08-14 | 13F | UBS Group AG | 81.615 | 21,41 | 7.833 | 17,52 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 6.684 | -61,49 | 642 | -62,75 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.808 | -5,25 | 1.233 | -6,73 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.326 | -17,57 | 1.014 | -18,44 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.619 | 53,11 | 731 | 48,28 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 20.495 | -28,96 | 2 | -50,00 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12.465 | 7,68 | 1.196 | 4,27 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.514 | 0,00 | 241 | -3,21 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Caldwell Securities, Inc | 2.456 | 18,88 | 236 | 15,20 | ||||
2025-07-18 | 13F | Cooper Financial Group | 3.082 | -17,08 | 296 | -19,84 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 100 | 0,00 | 10 | 0,00 | ||||
2025-07-14 | 13F | Friday Financial | 2.754 | 0,00 | 264 | -2,22 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8.301 | 0,08 | 1 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24.011 | 27,41 | 2.305 | 23,34 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2.993 | 287 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 216 | 0,00 | 21 | -4,76 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 2.201 | -23,42 | 211 | -25,70 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 5.290 | -9,77 | 1 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.844 | 369 | ||||||
2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 78.918 | 7,19 | 7.575 | 3,75 | ||||
2025-08-13 | 13F | Northern Trust Corp | 13.545 | 0,00 | 1.300 | -3,20 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6.084 | -4,88 | 584 | -8,04 | ||||
2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.102 | 9,33 | 106 | 6,06 | ||||
2025-08-11 | 13F | Citigroup Inc | 986 | 0,00 | 95 | -3,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11.102 | 3,69 | 1.066 | 0,38 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 | 0,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 47.525 | 1,17 | 4.561 | -2,08 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 52.300 | 5,74 | 5.020 | 2,34 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 2.222 | -1,51 | 213 | -4,48 | ||||
2025-08-04 | 13F | Assetmark, Inc | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 15.726 | 297,42 | 1.509 | 284,95 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 972 | -28,37 | 93 | -30,60 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8.465 | -1,17 | 812 | -4,36 | ||||
2025-07-29 | 13F | TFC Financial Management | 4.780 | 3,24 | 459 | -0,22 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 456 | 0,00 | 44 | -4,44 | ||||
2025-04-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 42.636 | 18,51 | 4.092 | 14,72 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1,07 | 45 | -2,17 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.151 | 55,15 | 494 | 50,15 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 120.395 | 607,04 | 11.556 | 584,54 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 2.205 | 0,00 | 219 | 6,34 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1.159 | 0,00 | 111 | -2,63 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 5.118 | 0,59 | 491 | 5,82 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 10.076 | 3,90 | 967 | 0,62 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.846 | -43,57 | 1.869 | -40,07 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 287 | 0,00 | 28 | -3,57 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2.211 | 212 | ||||||
2025-07-25 | 13F | Tranquility Partners, LLC | 5.872 | 0,00 | 564 | -3,26 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 5.878 | 0,24 | 564 | -2,93 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.258 | 26,96 | 601 | 23,97 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 4.792 | -7,74 | 460 | -10,87 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 30.143 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | JT Stratford LLC | 23.009 | 14,07 | 2.208 | 10,40 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0,36 | 80 | -2,44 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.111 | 6,25 | 395 | 2,87 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 131.632 | 57,00 | 12.383 | 48,96 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 2.886 | 0,00 | 277 | -3,50 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 5.904 | -0,72 | 567 | -3,90 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 9.956 | 37,31 | 956 | 32,82 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0,82 | 24 | -4,17 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 125 | 0,00 | 12 | -8,33 | ||||
2025-07-29 | 13F | Private Trust Co Na | 120 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3.239 | 311 | ||||||
2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 416 | 0,00 | 40 | -4,88 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 23.972 | 4,75 | 2.301 | 1,37 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 3.261 | -20,98 | 313 | -23,47 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 3.494 | 0,90 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.494 | -7,36 | 239 | -10,15 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.210 | -10,37 | 116 | -12,78 | ||||
2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 103.549 | 25,85 | 9.939 | 21,80 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.872 | 61,25 | 1.523 | 56,05 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37.343 | 6,47 | 4 | 0,00 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 395 | 0,00 | 38 | -5,13 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15.823 | -1,25 | 1.519 | -4,41 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 98 | 0,00 | 9 | 0,00 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 34.902 | 1,48 | 3.350 | -1,79 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 5.262 | 0,00 | 505 | -3,07 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 7.527 | 5,97 | 722 | 2,56 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.027 | 1,88 | 99 | -1,01 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 502.731 | -1,22 | 48.252 | -4,38 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36.690 | 1,44 | 3.522 | -1,81 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 10.922 | 0,00 | 1.083 | 0,00 | ||||
2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 4.805 | 461 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7.997 | 0,48 | 768 | -2,79 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 3.000 | 288 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.238 | 0,00 | 215 | -3,17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 95.099 | 1,00 | 9.128 | -2,24 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 4.195 | 0,00 | 403 | -3,13 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3.228 | 0,97 | 310 | -2,22 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 446 | -10,80 | 43 | -14,29 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 2.510 | 0,00 | 241 | -3,23 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10.272 | -0,15 | 986 | -3,43 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0,52 | 37 | -2,63 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.400 | -55,36 | 230 | -56,85 | ||||
2025-08-29 | NP | DEW - WisdomTree Global High Dividend Fund N/A | 701 | -11,49 | 67 | -14,10 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7.583 | -6,19 | 728 | -9,24 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 2.192 | -2,53 | 214 | 4,39 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8.947 | -2,41 | 865 | -4,84 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 34 | -51,43 | 3 | -50,00 | ||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98.470 | 9.451 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1,08 | 36 | -2,78 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 4.945 | 0,00 | 475 | -3,27 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2.664 | -6,53 | 256 | -9,57 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 3.273 | -70,22 | 314 | -71,17 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 5.782 | -0,62 | 555 | -3,82 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 33.667 | -15,27 | 3 | 0,00 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159.831 | 0,27 | 15.341 | -2,94 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5.624 | 0,00 | 540 | -3,23 | ||||
2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 34.509 | -0,84 | 3.408 | 5,91 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 31.120 | 603,75 | 2.987 | 581,74 |
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