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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 TRQSIG
持有机构数
27
机构合计市值 (Q2 2026)
$4,415.2万
机构合计股数 (Q2 2026)
91.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.5万股
15 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.5万股
12 · 4 清仓 · ≈
⚖️ 净额
-20.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,415.2万
持有机构数
27
新买入
6
加仓
9
减仓
8
清仓
4
持股不变
4
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
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.17%0.2%#6$1,728.3万35.8万股$1,735.0万35.8万股+52股+0.01%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#18$679.1万14.1万股$721.5万14.9万股-8,164股-5.49%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#22$382.6万7.9万股$419.8万8.7万股-7,674股-8.85%减仓
INVENIO WEALTH PARTNERS LLC
1.28%1.44%#1$356.9万7.4万股$363.7万7.5万股-1,101股-1.47%减仓
WT Wealth Management
0.59%0.57%#2$213.3万4.4万股$190.5万3.9万股+4,876股+12.42%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.06%0.07%#8$199.9万4.1万股$199.8万4.1万股00.00%持仓不变
JT Stratford LLC
0.21%0.24%#5$193.8万4.0万股$187.1万3.9万股+1,549股+4.02%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#24$129.6万2.7万股$459.3万9.5万股-6.8万股-71.66%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#19$126.8万2.6万股$461.4万9.5万股-6.9万股-72.42%减仓
WealthPoint Financial, LLC
0.53%0.59%#3$73.2万1.5万股$70.6万1.5万股+605股+4.16%加仓
NewSquare Capital LLC
0.05%0.06%#9$71.4万1.5万股$70.4万1.5万股+265股+1.83%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%0.01%#14$43.2万8,946股$50.0万1.0万股-1,367股-13.26%减仓
W.H. Cornerstone Investments Inc.
0.23%#4$40.3万8,340股$00股+8,340股新买入
FLOW TRADERS U.S. LLC
0.01%#11$31.0万6,414股$00股+6,414股新买入
RFG顾问RFG Advisory, LLC
<0.01%0.01%#13$30.4万6,299股$30.4万6,270股+29股+0.46%加仓
Team Financial Group, LLC
0.13%0.15%#7$29.9万6,195股$32.9万6,782股-587股-8.66%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#25$25.7万5,326股$23.3万4,795股+531股+11.07%加仓
Beacon Financial Advisory LLC
0.05%0.06%#10$25.7万5,316股$25.8万5,324股-8股-0.15%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#15$15.2万3,149股$14.5万2,984股+165股+5.53%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#17$10.1万2,094股$00股+2,094股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#20$3.7万760股$3.7万760股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#16$2.5万512股$2.5万512股00.00%持仓不变
Covestor Ltd
0.01%0.01%#12$1.3万279股$1.3万269股+10股+3.72%加仓
Institute for Wealth Management, LLC.
<0.01%#21$4,833100股$00股+100股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$4,15686股$4,17386股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#26$1,30527股$00股+27股新买入
富达投资FMR LLC
<0.01%#27$481股$00股+1股新买入

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