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WisdomTree信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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WisdomTree信托

WISDOMTREE TRDEW
持有机构数
44
机构合计市值 (Q2 2026)
$7,154.6万
机构合计股数 (Q2 2026)
104.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.4万股
22 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.6万股
20 · 4 清仓 · ≈
⚖️ 净额
+1.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,154.6万
持有机构数
44
新买入
6
加仓
16
减仓
16
清仓
4
持股不变
6
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Joseph Group Capital Management
3%3.47%#2$1,426.0万20.8万股$1,387.4万20.9万股-1,565股-0.75%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#17$950.0万13.8万股$822.0万12.4万股+1.4万股+11.60%加仓
Stonebridge Wealth Management, LLC
5.66%5.79%#1$632.7万9.2万股$603.8万9.1万股+1,065股+1.17%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$501.2万7.3万股$492.8万7.4万股-1,322股-1.78%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#32$467.7万6.8万股$451.6万7.5万股-7,006股-9.33%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#27$408.1万5.9万股$408.7万6.2万股-2,204股-3.58%减仓
Hudock, Inc.
0.47%0.52%#3$368.1万5.4万股$355.0万5.4万股+74股+0.14%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#31$332.8万4.8万股$330.2万5.0万股-1,338股-2.69%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#35$262.4万3.8万股$244.9万3.7万股+1,281股+3.47%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#30$224.6万3.3万股$219.9万3.3万股-451股-1.36%减仓
Asset Dedication, LLC
0.14%0.15%#6$218.3万3.2万股$210.8万3.2万股00.00%持仓不变
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#29$186.8万2.7万股$246.4万3.7万股-9,957股-26.81%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#21$174.6万2.5万股$174.5万2.6万股-890股-3.38%减仓
WADDELL & ASSOCIATES, LLC
0.07%#8$140.6万2.0万股$00股+2.0万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#16$138.3万2.0万股$161.7万2.4万股-4,248股-17.42%减仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#11$78.4万1.1万股$00股+1.1万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#18$64.3万9,365股$57.0万8,599股+766股+8.91%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#38$60.8万8,847股$59.1万8,907股-60股-0.67%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#34$48.4万7,013股$42.5万6,518股+495股+7.59%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.01%#12$40.0万5,828股$00股+5,828股新买入
Vertex Planning Partners, LLC
0.05%0.06%#9$36.4万5,300股$33.4万5,034股+266股+5.28%加仓
E-Wealth Partners, LLC
0.26%0.27%#5$35.4万5,152股$33.7万5,086股+66股+1.30%加仓
Viaable, LLC
0.29%#4$35.2万5,143股$00股+5,143股新买入
&Partners&PARTNERS
<0.01%<0.01%#23$32.8万4,768股$31.3万4,715股+53股+1.12%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#24$27.3万3,969股$26.0万3,918股+51股+1.30%加仓
SBI Securities Co., Ltd.
0.01%0.01%#14$26.0万3,786股$23.0万3,467股+319股+9.20%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#19$24.2万3,523股$16.7万2,515股+1,008股+40.08%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#25$24.1万3,502股$23.7万3,579股-77股-2.15%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#28$23.9万3,478股$24.4万3,675股-197股-5.36%减仓
WESTCO ADVISORY SERVICES INC /ADV
0.14%0.12%#7$22.6万3,290股$20.3万3,290股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#42$22.3万3,245股$68.9万1.0万股-7,142股-68.76%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#39$19.8万2,883股$19.6万2,950股-67股-2.27%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#44$18.7万2,725股$18.1万2,725股00.00%持仓不变
Key FInancial Inc
0.03%0.03%#10$16.7万2,433股$16.1万2,433股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$12.3万1,796股$11.2万1,696股+100股+5.90%加仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#20$11.3万1,652股$10.9万1,646股+6股+0.36%加仓
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#26$9.7万1,414股$9.3万1,399股+15股+1.07%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#36$8.9万1,302股$9.0万1,356股-54股-3.98%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#40$8.2万1,200股$8.0万1,200股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#43$7.7万1,121股$7.6万1,143股-22股-1.92%减仓
Institute for Wealth Management, LLC.
<0.01%#15$4.1万601股$00股+601股新买入
Godfrey Financial Associates, Inc.
0.01%0.01%#13$1.1万156股$1.0万154股+2股+1.30%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#33$9,754142股$00股+142股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#41$5,49580股$5,30680股00.00%持仓不变

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