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

WISDOMTREE TRCXSE
持有机构数
36
机构合计市值 (Q2 2026)
$1,817.2万
机构合计股数 (Q2 2026)
46.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+14.1万股
16 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-56.8万股
16 · 7 清仓 · ≈
⚖️ 净额
-42.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,817.2万
持有机构数
36
新买入
9
加仓
7
减仓
9
清仓
7
持股不变
11
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
旧使命资本OLD MISSION CAPITAL LLC
0.05%#5$287.2万7.4万股$00股+7.4万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#21$280.7万7.2万股$298.0万6.7万股+5,346股+8.00%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#11$161.3万4.1万股$156.0万4.1万股+225股+0.55%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#9$126.2万3.2万股$132.1万3.5万股-2,463股-7.05%减仓
Avestar Capital, LLC
0.07%0.07%#3$123.9万3.2万股$116.8万3.1万股+1,001股+3.24%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#19$122.4万3.1万股$125.9万3.3万股-1,825股-5.48%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#18$121.5万3.1万股$17.4万4,596股+2.7万股+579.72%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#23$116.3万3.0万股$309.9万8.2万股-5.2万股-63.49%减仓
CASTLEKEEP INVESTMENT ADVISORS LLC
0.47%0.5%#1$93.9万2.4万股$91.4万2.4万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#20$66.6万1.7万股$68.5万1.8万股-984股-5.43%减仓
SBI Securities Co., Ltd.
0.01%0.02%#7$58.6万1.5万股$61.3万1.6万股-1,131股-6.98%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#25$52.4万1.3万股$00股+1.3万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$34.7万8,915股$34.0万8,981股-66股-0.73%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#16$30.4万7,819股$6.9万1,819股+6,000股+329.85%加仓
HRT金融HRT FINANCIAL LP
<0.01%#15$26.3万6,763股$00股+6,763股新买入
Corient私人财富Corient Private Wealth LLC
<0.01%#17$25.7万6,613股$00股+6,613股新买入
GRANVILLE CAPITAL, INC.
0.11%0.12%#2$24.5万6,313股$23.8万6,302股+11股+0.17%加仓
Summit Investment Advisory Services, LLC
0.05%0.08%#4$20.8万5,347股$20.2万5,347股00.00%持仓不变
卡萨迪财富管理Cassaday & Co Wealth Management LLC
<0.01%<0.01%#10$13.8万3,537股$13.4万3,537股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#27$4.6万1,176股$4.4万1,176股00.00%持仓不变
Dunhill Financial, LLC
0.01%0.01%#8$3.9万1,000股$3.0万800股+200股+25.00%加仓
惠蒂尔信托WHITTIER TRUST CO OF NEVADA INC
<0.01%<0.01%#14$3.7万980股$3.7万980股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$2.7万700股$2.6万700股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#24$2.6万656股$2.5万656股00.00%持仓不变
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#31$2.4万616股$2.3万616股00.00%持仓不变
Ankerstar Wealth, LLC
0.02%0.06%#6$2.1万549股$5.3万1,405股-856股-60.93%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#32$1.8万453股$29.3万7,759股-7,306股-94.16%减仓
Arax顾问Arax Advisory Partners
<0.01%#22$1.6万400股$00股+400股新买入
富达投资FMR LLC
<0.01%<0.01%#35$1.3万331股$2.4万631股-300股-47.54%减仓
Triumph Capital Management
<0.01%<0.01%#12$8,748225股$8,510225股00.00%持仓不变
道明加拿大TD Waterhouse Canada Inc.
<0.01%#28$8,673224股$00股+224股新买入
五三银行FIFTH THIRD BANCORP
<0.01%#30$8,515219股$00股+219股新买入
Founders Financial Alliance, LLC
<0.01%<0.01%#13$6,027155股$5,862155股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#34$1,94450股$1,89250股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#36$3459股$00股+9股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#33$3128股$00股+8股新买入

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