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WisdomTree信托 · 13F 机构持仓分析
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WisdomTree信托

WISDOMTREE TRDGRW
持有机构数
788
机构合计市值 (Q2 2026)
$126.43亿
机构合计股数 (Q2 2026)
1.32亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+498.6万股
336 · 76 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-837.3万股
349 · 55 清仓 · ≈
⚖️ 净额
-338.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$126.43亿
持有机构数
788
新买入
76
加仓
260
减仓
294
清仓
55
持股不变
158
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
美国银行BANK OF AMERICA CORP /DE/
0.07%0.07%#399$10.79亿1,128.7万股$10.28亿1,170.5万股-41.8万股-3.57%减仓
LPL金融LPL Financial LLC
0.24%0.27%#239$10.77亿1,126.6万股$10.13亿1,152.7万股-26.1万股-2.26%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.53%0.59%#164$10.61亿1,109.6万股$10.27亿1,169.6万股-60.1万股-5.14%减仓
摩根士丹利MORGAN STANLEY
0.04%0.05%#465$8.32亿870.5万股$7.55亿848.4万股+22.1万股+2.61%加仓
Hamilton Capital, LLC
34.09%30.9%#1$6.89亿720.1万股$6.18亿691.1万股+29.0万股+4.20%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.13%0.14%#323$6.51亿681.0万股$6.01亿684.2万股-3.2万股-0.46%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.09%0.09%#380$3.35亿350.0万股$3.02亿344.1万股+6.0万股+1.73%加仓
瑞银集团UBS Group AG
0.03%0.04%#502$2.67亿279.4万股$2.43亿276.6万股+2.7万股+0.99%加仓
HighTower顾问HighTower Advisors, LLC
0.25%0.26%#236$2.60亿271.8万股$2.49亿283.2万股-11.4万股-4.04%减仓
Cetera投资顾问Cetera Investment Advisers
0.23%0.24%#246$2.52亿264.0万股$2.28亿259.0万股+5.0万股+1.94%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.05%#462$1.88亿196.7万股$1.89亿215.7万股-19.1万股-8.83%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#538$1.56亿163.2万股$1.45亿165.4万股-2.2万股-1.33%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#557$1.46亿152.7万股$1.32亿150.8万股+1.9万股+1.26%加仓
Larson Financial 集团Larson Financial Group LLC
3.64%3.41%#55$1.39亿145.1万股$1.07亿121.6万股+23.5万股+19.34%加仓
Focus Partners财富Focus Partners Wealth
0.13%0.13%#329$1.24亿129.2万股$1.16亿131.9万股-2.8万股-2.09%减仓
Private Advisor集团Private Advisor Group, LLC
0.52%0.58%#165$1.13亿118.2万股$1.24亿140.8万股-22.6万股-16.05%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.56%0.51%#159$1.09亿114.4万股$1.01亿114.9万股-5,356股-0.47%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
2%5.43%#78$1.04亿108.9万股$6,298.5万71.7万股+37.2万股+51.85%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.5%0.53%#172$1.03亿108.0万股$9,653.0万109.9万股-1.9万股-1.69%减仓
WADDELL & ASSOCIATES, LLC
4.91%5.09%#44$9,920.6万103.7万股$9,016.4万102.6万股+1.1万股+1.08%加仓
Stratos 投资管理Stratos Investment Management, LLC
3.36%3.31%#60$9,292.1万97.2万股$8,262.5万94.1万股+3.1万股+3.31%加仓
Clearwater Capital Advisors, LLC
6.58%6.59%#31$8,973.8万93.8万股$8,170.6万93.0万股+8,316股+0.89%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.11%0.11%#354$8,483.2万88.7万股$8,145.2万92.7万股-4.0万股-4.32%减仓
Bouchey Financial Group, Ltd.
5.47%5.82%#37$8,465.2万88.5万股$7,938.9万87.5万股+1.1万股+1.23%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.13%0.12%#333$8,186.2万85.6万股$6,690.1万76.2万股+9.4万股+12.38%加仓
RVW Wealth, LLC
5.3%5.68%#39$8,054.1万84.2万股$7,290.4万83.0万股+1.2万股+1.49%加仓
Glassman Wealth Services
9.48%9.71%#12$7,912.5万82.7万股$7,142.5万81.3万股+1.4万股+1.77%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.12%0.14%#341$7,061.5万72.7万股$6,311.9万71.7万股+1.1万股+1.49%加仓
Savant资本Savant Capital, LLC
0.21%0.17%#266$7,041.5万76.8万股$3,429.4万39.0万股+37.8万股+96.76%加仓
Legacy Financial Advisors, Inc.
8.54%8.87%#16$7,005.7万73.3万股$6,345.7万72.2万股+1.0万股+1.42%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.08%#390$6,940.6万72.6万股$5,250.3万59.8万股+12.8万股+21.44%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.21%0.26%#260$6,645.5万69.5万股$6,767.4万77.0万股-7.5万股-9.79%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.1%0.11%#361$6,644.5万69.5万股$6,356.4万72.4万股-2.9万股-3.97%减仓
IAM Advisory, LLC
12.46%13.06%#5$6,392.7万66.9万股$5,830.3万66.4万股+4,804股+0.72%加仓
Spinnaker Investment Group, LLC
9.84%10.17%#11$6,142.1万64.2万股$4,993.4万56.8万股+7.4万股+12.99%加仓
Schorn Wealth LLC
15.57%13.61%#3$5,952.3万62.2万股$4,506.5万51.3万股+10.9万股+21.34%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
2.08%1.72%#77$5,893.6万61.6万股$4,107.7万45.9万股+15.7万股+34.19%加仓
Prestige Wealth Management Group LLC
10.52%10.41%#10$5,793.6万60.6万股$5,302.3万60.4万股+2,273股+0.38%加仓
BEACON FINANCIAL GROUP
5.04%5.04%#42$5,550.7万58.0万股$5,048.1万57.5万股+5,807股+1.01%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#704$5,392.3万56.5万股$5,634.1万65.8万股-9.3万股-14.07%减仓
Glen Eagle Advisors, LLC
6.51%6.28%#33$5,163.5万54.0万股$4,480.5万51.0万股+3.0万股+5.87%加仓
Duncan Williams Asset Management, LLC
11.5%12.37%#8$5,103.6万53.4万股$4,460.3万50.8万股+2.6万股+5.11%加仓
NewEdge顾问NewEdge Advisors, LLC
0.15%0.18%#299$5,098.5万53.3万股$4,929.9万56.1万股-2.8万股-4.99%减仓
CONNABLE OFFICE INC
4.46%4.51%#49$5,070.9万53.0万股$4,585.6万52.2万股+8,282股+1.59%加仓
Cambridge Investment Research Advisors, Inc.
0.11%0.12%#345$4,920.0万51.5万股$4,569.8万52.0万股-5,703股-1.10%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.41%0.44%#193$4,917.1万51.4万股$4,478.3万51.0万股+4,415股+0.87%加仓
Stifel金融STIFEL FINANCIAL CORP
0.04%0.04%#477$4,845.3万50.7万股$4,311.8万49.1万股+1.6万股+3.23%加仓
Intrua Financial, LLC
4.35%4.51%#50$4,753.8万49.7万股$4,373.4万49.8万股-729股-0.15%减仓
Equitable控股Equitable Holdings, Inc.
0.26%0.35%#233$4,413.3万46.2万股$5,497.2万61.5万股-15.3万股-24.91%减仓
One 资本管理One Capital Management, LLC
1.23%1.2%#102$4,380.6万49.9万股$4,380.6万49.9万股00.00%持仓不变

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