Statistik Asas
| Pemilik Institusi | 233 total, 233 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Purata Peruntukan Portfolio | 0.3159 % - change of 10.42% MRQ |
| Saham Institusi (Panjang) | 18,342,378 (ex 13D/G) - change of -2.78MM shares -13.17% MRQ |
| Nilai Institusi (Panjang) | $ 966,735 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (US:DGS) telah 233 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 18,342,378 saham. Pemegang saham terbesar termasuk 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) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 57.20 / share. Previously, on September 6, 2024, the share price was 51.20 / share. This represents an increase of 11.72% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
