Grundläggande statistik
| Institutionella ägare | 107 total, 107 long only, 0 short only, 0 long/short - change of −1,45% MRQ |
| Genomsnittlig portföljallokering | 0.1324 % - change of −87,81% MRQ |
| Institutionella aktier (lång) | 7 540 491 (ex 13D/G) - change of −0,20MM shares −3,94% MRQ |
| Institutionellt värde (lång) | $ 494 447 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree True Developed International Fund (MX:DOL) har 107 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,540,491 aktier. Största aktieägare inkluderar 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 .
WisdomTree Trust - WisdomTree True Developed International Fund (BMV:DOL) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 11 107 | −2,37 | 731 | 3,25 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 34 701 | −3,83 | 2 285 | 1,74 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 78 | 1,30 | 5 | 25,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4 243 | 0,00 | 279 | 5,68 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 408 | −1,45 | 27 | 4,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 10 478 | 0,79 | 690 | 6,49 | ||||
| 2026-02-17 | 13F | Fmr Llc | 2 205 | 0,55 | 145 | 6,62 | ||||
| 2026-02-17 | 13F | Creative Planning | 2 663 726 | −0,72 | 175 406 | 5,01 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 720 | 0,00 | 47 | 6,82 | ||||
| 2026-01-06 | 13F | Sanctuary Advisors, LLC | 3 378 | 0,00 | 201 | 0,00 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 92 925 | −0,37 | 6 721 | 15,76 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 30 045 | 0,93 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 14 451 | −11,33 | 952 | −6,21 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 8 093 | −3,16 | 533 | 2,31 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 6 301 | 0,29 | 392 | 4,81 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 371 573 | 0,81 | 24 468 | 6,63 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1 872 | 0,59 | 123 | 6,96 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 4 806 | 0,00 | 316 | 5,69 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 767 | 51 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 950 | 0,00 | 63 | 5,08 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-02 | 13F | Altrius Capital Management Inc | 6 279 | −0,29 | 413 | 5,36 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 8 842 | 111,48 | 582 | 123,85 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 55 633 | 7,45 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 3 116 | 205 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 121 793 | 0,61 | 8 020 | 6,42 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 632 | −8,41 | 42 | −2,38 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3 039 | 200 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 44 050 | 3,77 | 2 901 | 9,77 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 4 675 | 3,54 | 308 | 9,25 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 42 888 | 52,46 | 2 824 | 61,28 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 330 364 | −0,27 | 21 755 | 5,50 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 3 336 | 0,18 | 220 | 5,80 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 5 664 | 5,53 | 373 | 11,68 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 43 694 | −28,69 | 2 877 | −24,57 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 5 885 | 0,00 | 388 | 5,74 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 11 627 | 0,16 | 766 | 5,96 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 20 710 | 46,92 | 1 364 | 55,42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7 839 | −6,91 | 516 | −1,53 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 166 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 8 537 | 10,43 | 562 | 17,82 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 5 732 | 1 274,58 | 377 | 1 408,00 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 242 761 | 8,51 | 15 986 | 14,78 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 73 635 | −19,82 | 4 849 | −15,20 | ||||
| 2026-01-29 | 13F | UBS Group AG | 69 600 | 14,42 | 4 583 | 21,05 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 199 214 | −2,24 | 13 118 | 3,41 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 9 325 | 0,00 | 614 | 5,86 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 1 377 | 0,00 | 91 | 5,88 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 425 | 0,00 | 28 | 3,85 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 305 | 0,33 | 20 | 11,11 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 4 041 | 0,60 | 266 | 6,40 | ||||
| 2026-01-22 | 13F | Powers Advisory Group, LLC | 84 288 | 0,36 | 5 550 | 6,16 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 129 015 | −18,85 | 8 496 | −14,17 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 82 941 | −5,26 | 5 462 | 0,61 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 3 758 | 0,03 | 259 | 8,40 | ||||
| 2026-02-05 | 13F | Meridian Financial Partners LLC | 7 745 | 1,31 | 527 | 10,02 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 6 746 | 6,29 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 15 229 | 0,84 | 1 003 | 6,60 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 225 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 21 182 | 179,15 | 1 395 | 195,34 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2 272 | 0,44 | 150 | 6,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 119 884 | −0,11 | 7 894 | 112 671,43 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 5 246 | 0,00 | 345 | 5,83 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 11 627 | 766 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 320 216 | −0,48 | 21 086 | 4,37 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 57 483 | 5,08 | 3 785 | 11,16 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 310 | 20 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4 646 | 0,39 | 306 | 5,90 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 265 | 0,00 | 17 | 6,25 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1 024 259 | 3,46 | 67 447 | 9,43 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 64 835 | −46,60 | 4 269 | −43,52 | ||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 8 001 | 527 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 31 948 | −36,65 | 2 104 | −33,00 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 1 853 | 0,00 | 122 | 6,09 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 179 | 0,00 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 310 989 | 0,80 | 20 479 | 6,62 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 400 | 26 | ||||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 12 106 | 797 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 6 978 | 460 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 30 121 | −3,39 | 1 983 | 2,22 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3 407 | 0,00 | 224 | 5,66 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 88 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 8 476 | −1,12 | 558 | 4,69 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1 600 | 0,00 | 105 | 6,06 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 25 411 | 12,20 | 1 673 | 18,74 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 86 678 | −12,87 | 5 708 | −7,83 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7 839 | 4,01 | 516 | 10,02 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 2 085 | 0,00 | 137 | 6,20 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2 420 | 0,58 | 159 | 6,71 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 400 | 0,00 | 25 | 4,35 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 714 | 0,00 | 47 | 6,82 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 2 030 | −3,97 | 134 | 1,53 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 237 124 | 8,56 | 15 615 | 14,83 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 7 687 | 506 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 29 403 | 1,07 | 1 936 | 6,90 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 684 | −25,00 | 43 | −22,22 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 46 696 | 6,84 | 3 075 | 13,01 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 3 103 | 204 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 4 488 | 0,00 | 296 | 5,73 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 6 150 | 0,00 | 405 | 5,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 10 156 | 21,28 | 669 | 28,21 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 7 371 | 485 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11 161 | 3,01 | 751 | 10,77 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 8 000 | 527 | ||||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 3 306 | 0,09 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 37 403 | 2 463 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 75 254 | 7,12 | 4 956 | 13,31 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 4 230 | 0,00 | 279 | 5,70 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 |
Other Listings
| US:DOL | 66,20 US$ |
