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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 TRHYZD
持有机构数
58
机构合计市值 (Q2 2026)
$1.77亿
机构合计股数 (Q2 2026)
786.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+112.1万股
35 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-45.9万股
22 · 9 清仓 · ≈
⚖️ 净额
+66.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.77亿
持有机构数
58
新买入
9
加仓
26
减仓
13
清仓
9
持股不变
10
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
瑞银集团UBS Group AG
<0.01%0.01%#23$3,912.9万173.9万股$3,477.4万158.0万股+15.9万股+10.04%加仓
LPL金融LPL Financial LLC
0.01%0.01%#20$3,885.7万172.6万股$3,602.2万163.7万股+9.0万股+5.49%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#40$1,571.5万69.8万股$1,623.5万72.2万股-2.4万股-3.32%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.03%#15$834.6万37.1万股$374.1万17.0万股+20.1万股+118.17%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$762.4万33.9万股$737.7万33.5万股+3,566股+1.06%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#36$721.9万32.1万股$483.0万21.9万股+10.1万股+46.16%加仓
B. Riley Wealth Advisors, Inc.
0.35%0.38%#7$649.2万28.9万股$601.2万27.3万股+1.6万股+5.97%加仓
Systelligence, LLC
1.06%1.52%#3$634.3万28.2万股$781.0万35.5万股-7.3万股-20.58%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#25$424.1万18.8万股$421.3万19.1万股-3,020股-1.58%减仓
Savvy Advisors, Inc.
0.09%0.09%#11$406.4万18.1万股$353.3万16.0万股+2.0万股+12.51%加仓
VICUS CAPITAL
0.25%0.21%#9$380.8万16.9万股$283.3万12.9万股+4.0万股+31.46%加仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV
1.94%#1$330.5万14.7万股$00股+14.7万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#19$306.4万13.6万股$306.3万13.9万股-3,036股-2.18%减仓
霍华德资本管理Howard Capital Management, LLC
0.03%0.04%#16$253.2万11.2万股$226.5万10.3万股+9,583股+9.31%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$241.6万10.7万股$143.9万6.5万股+4.2万股+64.13%加仓
COLUMBIA ADVISORY PARTNERS LLC
1.1%1.26%#2$199.2万8.9万股$197.0万9.0万股-1,008股-1.13%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$177.6万7.9万股$163.6万7.4万股+4,561股+6.14%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#38$160.9万7.1万股$134.0万6.1万股+1.1万股+17.40%加仓
繁荣金融服务Prospera Financial Services Inc
0.02%0.02%#17$160.8万7.1万股$153.4万7.0万股+1,746股+2.50%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#48$137.8万6.1万股$377.4万17.1万股-11.0万股-64.28%减仓
Avestar Capital, LLC
0.08%0.08%#12$137.4万6.1万股$132.2万6.0万股+972股+1.62%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#29$135.8万6.0万股$98.8万4.5万股+1.5万股+34.37%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#30$135.0万6.0万股$107.3万4.9万股+1.1万股+23.05%加仓
Elevation Capital Advisory, LLC
0.5%#5$128.7万5.7万股$00股+5.7万股新买入
Simplicity Wealth,LLC
0.04%#14$125.3万5.6万股$00股+5.6万股新买入
Comprehensive Wealth Management, LLC
0.57%#4$123.9万5.5万股$00股+5.5万股新买入
Empirical Asset Management, LLC
0.25%0.26%#8$111.3万4.9万股$100.3万4.6万股+3,857股+8.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$106.6万4.7万股$43.5万2.0万股+2.8万股+139.49%加仓
GILPIN WEALTH MANAGEMENT, LLC
0.44%0.5%#6$64.1万2.8万股$62.7万2.8万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#35$56.4万2.5万股$70.5万3.2万股-6,993股-21.83%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#51$52.7万2.3万股$6.1万2,768股+2.1万股+747.40%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#41$44.8万2.0万股$28.2万1.3万股+7,211股+57.17%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#39$44.5万2.0万股$32.9万1.5万股+4,786股+31.97%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#34$37.0万1.6万股$36.5万1.7万股-161股-0.97%减仓
Duncan Williams Asset Management, LLC
0.08%0.1%#13$33.9万1.5万股$34.6万1.6万股-645股-4.10%减仓
Advisory Alpha, LLC
0.01%0.04%#21$33.1万1.5万股$137.9万6.3万股-4.8万股-76.56%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#32$30.6万1.4万股$38.7万1.7万股-3,578股-20.84%减仓
斯蒂芬斯公司STEPHENS INC /AR/
<0.01%<0.01%#27$26.4万1.2万股$25.8万1.2万股00.00%持仓不变
Melone Private Wealth, LLC
0.1%0.1%#10$25.0万1.1万股$24.1万1.1万股+161股+1.47%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#24$19.9万8,838股$20.2万9,188股-350股-3.81%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#47$18.9万8,390股$18.2万8,281股+109股+1.32%加仓
CENTAURUS FINANCIAL, INC.
0.01%#22$18.8万8,364股$00股+8,364股新买入
PRIVATE TRUST CO NA
0.01%0.01%#18$15.6万6,917股$15.2万6,917股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#53$9.8万4,347股$3.0万1,384股+2,963股+214.09%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#42$4.7万2,095股$00股+2,095股新买入
HHM Wealth Advisors, LLC
<0.01%<0.01%#26$3.7万1,656股$3.6万1,656股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#43$3.4万1,530股$00股+1,530股新买入
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#52$2.1万933股$2.0万933股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#54$2.0万887股$2.0万887股00.00%持仓不变
SBI Securities Co., Ltd.
<0.01%<0.01%#46$1.9万847股$1.8万829股+18股+2.17%加仓

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