Grundläggande statistik
| Institutionella ägare | 233 total, 233 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.3159 % - change of 10,18% MRQ |
| Institutionella aktier (lång) | 18 342 378 (ex 13D/G) - change of −2,78MM shares −13,17% MRQ |
| Institutionellt värde (lång) | $ 966 735 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (US:DGS) har 233 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 18,342,378 aktier. Största aktieägare inkluderar Creative Planning, Bank Of America Corp /de/, Congress Wealth Management LLC / DE /, National Bank Of Canada /fi/, Unison Advisors LLC, HighTower Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, and Captrust Financial Advisors .
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (ARCA:DGS) 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%.
The share price as of September 12, 2025 is 58,40 / share. Previously, on September 13, 2024, the share price was 52,36 / share. This represents an increase of 11,52% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 014 | −86,60 | 222 | −85,03 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 77 517 | 1,93 | 4 282 | 16,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 171 | −20,09 | 9 | −10,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | −82,55 | 2 | −80,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 12 591 | −5,74 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 247 | 292,06 | 14 | 333,33 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 89 | 5 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 206 | 0,00 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 34 724 | −7,98 | 1 918 | 5,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 234 | 9,56 | 1 615 | 25,29 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 6 595 | 0,00 | 364 | 14,47 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 11 934 | −13,61 | 659 | −1,20 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 38 283 | 0,00 | 2 115 | 14,33 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88 313 | −1,77 | 4 878 | 12,32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 725 | 0,49 | 261 | 14,98 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5 900 | 326 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 65 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 75 918 | −1,94 | 3 668 | −3,17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 615 | −2,52 | 531 | 11,55 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 71 998 | 3 977 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 335 | −2,80 | 239 | 11,16 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4 901 | 0,00 | 271 | 14,41 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 182 | 2,98 | 1 723 | 17,78 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 9 607 | 74,29 | 531 | 99,25 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 11 447 | −19,19 | 632 | −7,60 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 780 | −0,76 | 43 | 10,53 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 29 056 | −14,74 | 1 605 | −2,49 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 230 | −25,81 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 40 | 2 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 234 537 | 13 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 556 923 | 2,29 | 30 725 | 16,81 | ||||
| 2025-05-30 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 105 | 5,00 | 5 | 25,00 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 5 425 374 | −22,91 | 299 698 | −11,85 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 038 | 223 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 879 | −55,32 | 104 | −49,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8 534 | 0,00 | 471 | 14,32 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 7 937 | 162,99 | 438 | 192,00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 605 | 51,25 | 33 | 73,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 471 | 0,86 | 26 | 18,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 38 367 | 467,90 | 2 119 | 550,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5 681 | 0,00 | 314 | 14,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 682 | −0,21 | 424 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40 747 | −5,24 | 2 251 | 8,33 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10 947 | 7,17 | 605 | 22,52 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 546 | 7,61 | 304 | 21,60 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42 350 | 588,06 | 2 339 | 687,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 678 | 0,00 | 148 | 13,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 410 | −2,42 | 78 | 11,59 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 651 | 0,00 | 36 | 12,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 009 | 56 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 242 | 0,00 | 124 | 13,89 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 21 935 | 4,01 | 1 212 | 18,96 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 14 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11 922 | 0,00 | 659 | 14,43 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14 900 | −1,79 | 823 | 12,43 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 955 | −0,99 | 550 | 13,20 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 40 095 | 0,35 | 2 215 | 14,72 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 92 198 | 11,66 | 5 | 66,67 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 932 | 111,26 | 493 | 141,67 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 18 225 | 13,18 | 1 007 | 29,47 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 119 | 0,00 | 7 | 20,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 267 215 | 4,04 | 14 761 | 18,97 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 16 764 | 926 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 5 327 | −0,49 | 296 | 14,34 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 15 062 | −2,43 | 832 | 11,68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 525 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 565 | −3,16 | 584 | 10,63 | ||||
| 2025-05-12 | 13F | Covestor Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | −42,11 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 129 306 | −6,96 | 7 143 | 6,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 105 569 | 0,94 | 61 072 | 15,42 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 334 757 | 30,83 | 18 492 | 49,60 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4 749 | 16,00 | 262 | 32,99 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 42 031 | −1,59 | 2 322 | 12,51 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 32 336 | −88,17 | 1 786 | −86,47 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 180 878 | −3,64 | 9 992 | 10,18 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 121 | 7 | ||||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 15 176 | −8,26 | 838 | 4,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 12 988 | −11,36 | 717 | 1,41 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 444 | −7,55 | 246 | 5,60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 9 695 | 0,00 | 536 | 14,32 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55 541 | 1,39 | 3 068 | 15,95 | ||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 95 393 | 31,99 | 5 269 | 50,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 264 | −89,77 | 70 | −88,42 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 238 | 0,01 | 403 | 20,30 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 34 324 | −0,33 | 1 896 | 14,01 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 089 | 0,29 | 224 | 13,13 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 61 258 | 4,79 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 152 | −1,70 | 229 | 12,25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 13 | 1 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 5 300 | −2,75 | 293 | 11,03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 27 458 | −0,88 | 1 517 | 13,30 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 23 841 | −29,63 | 1 317 | −19,56 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 52 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 43 | 2 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 315 | 0,04 | 736 | 14,31 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 350 | 0,00 | 19 | 18,75 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 46 606 | −4,24 | 2 575 | 9,49 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 79 191 | −1,33 | 4 375 | 12,82 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 154 085 | −13,75 | 8 512 | −1,38 | ||||
| 2025-07-23 | 13F | Matisse Capital | 11 518 | 0,00 | 636 | 14,39 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 200 | 0,00 | 177 | 14,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 163 | −53,14 | 838 | −46,45 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 813 | −26,95 | 45 | −16,98 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 10 215 | −0,91 | 564 | 13,25 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 93 | −20,51 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 728 | 0,95 | 372 | 15,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 420 | −1,87 | 1 183 | 12,24 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10 022 | 3,59 | 554 | 18,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 233 048 | 8,31 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 116 600 | 5,27 | 6 560 | 22,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 913 | −5,10 | 327 | 7,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 862 | −18,37 | 103 | −7,27 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 089 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 702 311 | 3,18 | 38 796 | 17,98 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 129 188 | 3,01 | 7 136 | 17,79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 800 | −40,07 | 44 | −31,25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 75 | 0,00 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 47 541 | 13,51 | 2 626 | 29,81 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 137 401 | 1,15 | 7 590 | 15,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 726 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 421 501 | 0,33 | 23 284 | 14,72 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-11 | 13F | Oxinas Partners Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 50 942 | −0,17 | 2 814 | 14,16 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 282 | 14,63 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 53 482 | −3,93 | 3 009 | 11,86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 521 | −11,93 | 84 | 1,20 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 3 364 | 0,00 | 186 | 14,20 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 120 | 0,00 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 220 | 12 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 28 200 | 100,00 | 1 460 | 114,39 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 639 | 8,78 | 146 | 23,93 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14 476 | −36,95 | 800 | −27,95 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 182 | 1,11 | 10 | 25,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 500 | 0,00 | 83 | 13,89 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 7 099 | 0,00 | 392 | 14,62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4 921 | −5,57 | 272 | 6,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95 420 | 1,69 | 5 271 | 16,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 075 | −5,44 | 0 | |||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 763 | 0,00 | 42 | 16,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 37 728 | 1,43 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 137 | 0,00 | 63 | 14,81 | ||||
| 2025-04-11 | 13F | Chemistry Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 5 990 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 13 282 | −20,02 | 734 | −8,60 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247 056 | 22,94 | 13 647 | 40,57 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 31 405 | 2,63 | 1 735 | 17,32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 423 | 0,00 | 23 | 15,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 357 | 130 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 5 895 | −19,46 | 326 | −7,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 165 | −19,62 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 606 | 199 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 291 | 11,34 | 292 | 26,41 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 16 | 1 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 724 | 261 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 155 239 | −0,34 | 8 212 | 11,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 157 335 | 28,28 | 8 691 | 46,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22 | −75,00 | 1 | −75,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 872 | 0,31 | 159 | 14,49 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 335 | −18,29 | 19 | −5,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60 771 | 63,45 | 3 357 | 86,92 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 5 178 | 0,00 | 286 | 8,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 127 | −9,51 | 338 | 3,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 379 635 | 2,33 | 20 971 | 17,01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 126 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 162 504 | −2,16 | 8 977 | 11,88 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 157 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65 140 | −83,52 | 3 598 | −81,16 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 509 | 479 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 763 | −1,31 | 2 197 | 11,42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 180 | 0,00 | 231 | 14,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 652 | 0,51 | 1 914 | 14,95 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 5 991 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 153 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 030 | −30,55 | 57 | −21,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81 295 | 13,19 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 126 543 | −31,64 | 6 990 | −21,83 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 138 045 | 3,24 | 7 626 | 18,05 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 7 075 | 7,59 | 391 | 23,03 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 642 | 8,88 | 534 | 25,06 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 533 921 | −25,69 | 29 494 | −15,03 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 548 | 30 | ||||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 83 224 | −55,59 | 4 597 | −49,22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 292 | 0,00 | 16 | 14,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 283 320 | 3,62 | 15 650 | 18,49 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 22 548 | −1,85 | 1 246 | 12,26 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 400 | −60,67 | 22 | −55,10 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89 955 | 6,91 | 4 969 | 22,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 413 | 0,48 | 1 072 | 14,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142 764 | 17,17 | 7 886 | 33,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 611 | −0,99 | 199 | 13,07 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 48 560 | −0,72 | 2 682 | 13,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 108 | 6 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 11 403 | −7,10 | 630 | 6,25 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 47 173 | −0,18 | 2 606 | 14,10 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 507 801 | −11,19 | 28 051 | 1,55 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 555 | 0,00 | 31 | 15,38 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 39 846 | 1,68 | 2 201 | 16,27 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 97 519 | −4,54 | 5 387 | 9,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 421 979 | 5,83 | 23 310 | 21,01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 480 | 1,42 | 2 402 | 15,93 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 4 000 | 221 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 844 | 9,81 | 157 | 25,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 468 | 0,43 | 26 | 13,64 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 337 | −2,58 | 3 167 | 11,40 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 35 244 | 0,35 | 1 947 | 14,74 | ||||
| 2025-05-30 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 93 | 20,78 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19 894 | −18,06 | 1 099 | −6,31 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 133 453 | −3,56 | 7 372 | 10,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 62 497 | −70,19 | 3 452 | −65,91 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 34 323 | 8,08 | 1 896 | 23,53 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12 659 | 3,83 | 1 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 279 920 | 8,75 | 15 463 | 24,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 175 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 1 312 | 72 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 38 872 | −2,45 | 2 147 | 11,53 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 632 | −15,73 | 35 | −5,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 180 761 | −4,96 | 9 985 | 8,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 502 645 | 2,69 | 27 766 | 17,42 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 121 797 | 6 728 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 241 031 | 1,38 | 13 315 | 15,93 | ||||
| 2025-08-12 | 13F | Bank OZK | 9 895 | 0,00 | 547 | 14,23 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 399 | 24,69 | 19 | 26,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 833 | 212 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 8 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 164 | −11,44 | 230 | 1,32 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 19 582 | 27,69 | 1 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 205 125 | −10,21 | 11 331 | 2,67 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 399 | 0,41 | 296 | 14,29 | ||||
| 2025-05-14 | 13F | Choate Investment Advisors | 0 | −100,00 | 0 |
Other Listings
| MX:DGS |
