DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

WisdomTree Trust - WisdomTree U.S. High Dividend Fund
US ˙ ARCA ˙ US97717W2089

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.

DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund Institutional Ownership
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.

DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund Historical Put/Call Ratio
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

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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