Grundläggande statistik
| Institutionella ägare | 202 total, 202 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.4241 % - change of −5,73% MRQ |
| Institutionella aktier (lång) | 8 694 828 (ex 13D/G) - change of 0,01MM shares 0,07% MRQ |
| Institutionellt värde (lång) | $ 673 817 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree U.S. Total Dividend Fund (US:DTD) har 202 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 8,694,828 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Cetera Investment Advisers, 626 Financial, LLC, Connecticut Wealth Management, LLC, Pinnacle Financial Group, LLC / IL, Raymond James Financial Inc, and HighTower Advisors, LLC .
WisdomTree Trust - WisdomTree U.S. Total Dividend Fund (ARCA:DTD) 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 83,48 / share. Previously, on September 16, 2024, the share price was 75,53 / share. This represents an increase of 10,52% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 81 | 20,90 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 350 | 0,00 | 28 | 3,85 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 24 367 | −2,40 | 1 938 | 0,83 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 101 | −3,61 | 406 | −0,49 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4 934 | 0,00 | 392 | 3,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 071 | 9,56 | 244 | 13,49 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 203 | 0,00 | 16 | 6,67 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 318 | 25 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 755 | −16,24 | 299 | −13,37 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 367 | −9,25 | 347 | −6,22 | ||||
| 2025-07-10 | 13F | Jackson Square Capital, Llc | 2 771 | 0,00 | 220 | 3,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 765 | 0,48 | 2 367 | 3,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 353 057 | −0,06 | 28 075 | 3,28 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 232 | 3,11 | 18 | 5,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 650 | 7,38 | 2 994 | 10,93 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10 321 | −16,74 | 821 | −13,96 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 390 | 0,00 | 31 | 3,33 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11 572 | 1,66 | 920 | 5,14 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 147 | 0,00 | 12 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 338 | 2,78 | 2 572 | 6,24 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 266 814 | −1,03 | 21 217 | 2,28 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 124 971 | 2,06 | 9 874 | 4,79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 776 | 0,00 | 62 | 3,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 56 081 | 1,18 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 707 | 0,00 | 851 | 3,40 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5 154 | 0,29 | 410 | 3,54 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 6 116 | 0,00 | 486 | 3,40 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 280 | 0,36 | 22 | 4,76 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 395 | 270 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 2 555 | −35,96 | 203 | −33,88 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 7 800 | 0,00 | 620 | 3,68 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 14 110 | 0,00 | 1 122 | 3,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 077 591 | −3,94 | 85 690 | −0,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 231 | 6,53 | 1 052 | 10,16 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 978 | −5,06 | 316 | 1,61 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 136 | 329 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7 366 | 0,00 | 586 | 3,36 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 242 | 19 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 518 | 0,57 | 280 | 3,72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 802 | 0,07 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 12 363 | −14,19 | 983 | −11,28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 75 134 | 100,00 | 5 975 | 106,71 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 908 | 72 | ||||||
| 2025-04-14 | 13F | Baldwin Brothers Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 296 | −9,03 | 262 | −5,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 399 | 47,02 | 1 463 | 51,92 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 516 | −7,03 | 280 | −4,12 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 938 568 | 0,15 | 154 155 | 3,49 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 13 702 | 0,15 | 1 090 | 3,52 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 321 | −5,09 | 741 | −1,85 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 166 | −4,24 | 411 | −1,20 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 340 | −1,73 | 27 | 3,85 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 787 | 0,00 | 381 | 3,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 396 | −46,98 | 1 860 | −45,21 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 31 590 | −4,31 | 2 512 | −1,10 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 110 | 190,76 | 878 | 201,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 362 | 462,81 | 108 | 500,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 76 807 | 2,73 | 6 108 | 6,15 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 500 | 0,00 | 40 | 2,63 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 982 | 0,00 | 78 | 4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 241 | 14,04 | 258 | 17,89 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 8 887 | −4,96 | 720 | 0,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 213 | 12,53 | 494 | 16,51 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 242 | 0,00 | 894 | 3,24 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 441 | −0,41 | 194 | 3,19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 200 | 0,00 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 82 618 | 9,89 | 6 570 | 13,55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4 788 | −7,92 | 381 | −5,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 789 | −10,69 | 222 | −7,14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4 305 | −82,83 | 342 | −82,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 178 | 12,47 | 2 400 | 16,23 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 672 | 54,03 | 292 | 59,02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 316 | 0,00 | 979 | 3,38 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 310 011 | −0,87 | 24 652 | 2,44 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 943 | −15,80 | 632 | −12,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 171 | −12,42 | 173 | −9,47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 608 | 0,00 | 605 | 3,25 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 067 | 6,75 | 244 | 9,95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 000 | −40,39 | 239 | −38,50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 569 | 0,00 | 45 | 4,65 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 4 258 | −1,46 | 339 | 1,81 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 459 | 0,00 | 36 | 2,86 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 958 | 4,52 | 1 428 | 8,02 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 697 | 62,85 | 55 | 71,88 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 275 | 32,40 | 101 | 36,49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14 030 | 0,00 | 1 116 | 3,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 724 | 0,28 | 376 | 3,59 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 986 | 0,00 | 78 | 5,41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 660 | −1,45 | 1 245 | 1,88 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6 850 | 0,00 | 545 | 3,23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 402 | −2,35 | 430 | 0,94 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 927 | −1,48 | 551 | 1,66 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 144 497 | 7,81 | 11 490 | 168,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 34 600 | −0,58 | 2 751 | 2,73 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22 415 | 30,79 | 1 814 | 37,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49 558 | 0,27 | 3 941 | 3,60 | ||||
| 2025-08-06 | 13F | Waverton Investment Management Ltd | 2 670 | 0,00 | 212 | 3,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 88 127 | −1,01 | 7 008 | 2,29 | ||||
| 2025-05-15 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 395 | 6,15 | 1 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 2 767 | 0,00 | 220 | 3,77 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10 783 | 5,33 | 857 | 8,89 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 3 623 | −52,23 | 292 | 14,12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 436 | 0,00 | 35 | 3,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 165 | 119,78 | 3 | 200,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 655 | −82,82 | 688 | −82,25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 962 | 0,00 | 76 | 16,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 764 932 | 2,29 | 60 827 | 5,70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 402 | 12,07 | 111 | 15,63 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 300 | 0,00 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 935 | 0,00 | 233 | 3,56 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 6 546 | −8,72 | 1 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 675 | 42,77 | 451 | 47,87 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8 855 | −8,72 | 717 | −3,89 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 14 534 | −3,57 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 504 | 358 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 924 | 551 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 63 925 | 0,77 | 5 084 | 4,16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 178 | 0,56 | 14 | 7,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 622 | 718,63 | 1 083 | 746,09 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 18 244 | 0,00 | 1 451 | 3,35 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2025-08-12 | 13F | Willis Investment Counsel | 5 241 | 0,00 | 417 | 3,23 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3 500 | 0,00 | 278 | 3,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 24 101 | 14,77 | 1 917 | 18,56 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4 080 | −49,97 | 324 | −48,33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 93 503 | 0,13 | 7 435 | 3,48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 327 | −0,26 | 556 | −1,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 93 001 | 25,72 | 7 396 | 29,91 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 061 | 4,36 | 243 | 8,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 750 | −30,07 | 457 | −27,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 616 | −1,61 | 288 | 1,77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 456 | 2 284,47 | 195 | 2 685,71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 468 | 0,00 | 37 | 5,71 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 912 | 0,55 | 73 | 100,00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 2 839 | −12,00 | 226 | −9,27 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 324 | 0,00 | 25 | 0,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 191 | 97 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 31 214 | −1,29 | 2 482 | 2,01 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 848 | 0,00 | 226 | 3,20 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4 105 | 0,00 | 326 | 3,49 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 3 000 | 0,00 | 239 | 3,48 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 53 236 | −0,98 | 4 233 | 2,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 592 | −2,67 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 255 | −23,64 | 830 | −19,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 112 594 | 152,49 | 8 953 | 160,94 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 915 | 73 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 5 022 | −72,84 | 399 | −71,96 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 6 171 | −35,45 | 491 | −33,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 864 | 0,00 | 69 | 3,03 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 654 | −7,59 | 291 | −4,61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 147 782 | −2,81 | 11 754 | 0,84 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 10 076 | 0,00 | 801 | 3,35 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 942 | 7,29 | 234 | 10,95 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5 586 | 0,00 | 444 | 3,50 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4 781 | −10,59 | 380 | −7,54 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 645 | 0,00 | 210 | 3,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 188 | 18,67 | 4 627 | 22,63 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 930 | 0,00 | 233 | 3,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 195 342 | −0,57 | 15 534 | 2,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 852 | −3,74 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 338 | 0,60 | 27 | 4,00 | ||||
| 2025-05-13 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 271 221 | −1,83 | 21 567 | 1,44 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 6 993 | −0,01 | 556 | 3,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49 452 | 2,89 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 275 | 260 | ||||||
| 2025-05-30 | NP | DLN - WisdomTree U.S. LargeCap Dividend Fund N/A | 29 136 | −70,44 | 2 242 | −70,01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 944 | 0,51 | 234 | 4,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 369 | 109 | ||||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 18 648 | 0,58 | 1 483 | 3,93 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 705 | −26,87 | 56 | −24,32 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 8 640 | 0,00 | 687 | 3,46 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 587 | −27,82 | 444 | −25,38 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 14 070 | −9,62 | 1 119 | −6,60 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 130 | 0,00 | 90 | 3,49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 561 | 0,04 | 363 | 3,43 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 65 079 | −0,09 | 5 175 | 3,25 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 460 | −90,98 | 355 | −90,70 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 140 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Maseco Llp | 552 | 44 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 059 | 2,28 | 482 | 5,71 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 591 | 0,00 | 286 | 3,26 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 78 314 | −7,57 | 6 228 | −4,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 402 280 | 4,20 | 31 989 | 7,68 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 3 000 | −16,67 | 239 | −14,08 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 513 | 23,61 | 598 | 27,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 68 135 | 6,18 | 5 418 | 9,74 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 19 110 | 6,46 | 1 520 | 9,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 748 | 0,22 | 775 | 3,61 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 13 690 | −0,83 | 1 102 | 3,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 228 568 | 8,60 | 18 176 | 12,23 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 800 | 0,00 | 382 | 3,25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 477 | 0,00 | 38 | 2,78 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 052 | −1,77 | 811 | 3,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-30 | NP | DHS - WisdomTree U.S. High Dividend Fund N/A | 16 103 | −77,67 | 1 239 | −77,35 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 204 | 0,49 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 3 124 | 0,00 | 248 | 3,33 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 2 898 | 0,00 | 230 | 3,14 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 579 | 205 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 19 399 | −2,81 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 196 | 4,64 | 3 833 | 8,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37 275 | 369,93 | 2 964 | 385,90 |
