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

WISDOMTREE TRAIVI
持有机构数
37
机构合计市值 (Q2 2026)
$1,427.5万
机构合计股数 (Q2 2026)
25.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.2万股
18 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.6万股
14 · 5 清仓 · ≈
⚖️ 净额
-4.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,427.5万
持有机构数
37
新买入
6
加仓
12
减仓
9
清仓
5
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#22$285.9万5.1万股$347.2万7.0万股-1.9万股-27.40%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#15$264.0万4.7万股$242.2万4.5万股+2,151股+4.81%加仓
BIP Wealth, LLC
0.05%0.07%#2$191.6万3.4万股$169.3万3.1万股+2,741股+8.76%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#18$86.3万1.5万股$80.5万1.5万股+55股+0.36%加仓
Truvestments Capital LLC
0.12%0.15%#1$82.9万1.5万股$81.1万1.5万股-264股-1.76%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$67.6万1.2万股$62.2万1.1万股+507股+4.41%加仓
Savant资本Savant Capital, LLC
<0.01%<0.01%#11$55.0万9,960股$27.0万4,980股+4,980股+100.00%加仓
XML Financial, LLC
0.04%0.04%#4$50.3万8,938股$49.0万9,060股-122股-1.35%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#25$40.7万7,238股$42.2万7,800股-562股-7.21%减仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%<0.01%#13$33.6万5,960股$32.3万5,960股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#21$29.3万5,211股$28.6万5,281股-70股-1.33%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#23$27.1万4,812股$22.9万4,222股+590股+13.97%加仓
Mezzasalma Advisors, LLC
0.05%0.06%#3$25.6万4,548股$24.2万4,467股+81股+1.81%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#26$23.3万4,136股$13.2万2,446股+1,690股+69.09%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#19$22.5万4,000股$21.9万4,050股-50股-1.23%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$21.0万3,734股$20.2万3,734股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#16$18.2万3,228股$3.1万574股+2,654股+462.37%加仓
Institute for Wealth Management, LLC.
0.01%#6$15.1万2,679股$00股+2,679股新买入
GHP Investment Advisors, Inc.
0.01%0.01%#7$14.9万2,652股$17.6万3,261股-609股-18.68%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#9$14.8万2,629股$13.8万2,555股+74股+2.90%加仓
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#17$14.5万2,600股$14.2万2,600股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#14$9.9万1,753股$00股+1,753股新买入
IMA Advisory Services, Inc.
<0.01%#8$7.8万1,377股$00股+1,377股新买入
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#20$6.8万1,210股$6.5万1,210股00.00%持仓不变
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#10$5.6万991股$5.4万991股00.00%持仓不变
AMERIFLEX GROUP, INC.
0.02%0.02%#5$4.6万812股$4.3万789股+23股+2.92%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#35$3.7万663股$3.6万663股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#24$1.4万250股$8.2万1,509股-1,259股-83.43%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$1.1万200股$7.2万1,325股-1,125股-84.91%减仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#30$7,375131股$7,090131股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#32$5,855104股$00股+104股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#32$5,00081股$00股+81股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#36$2,68547股$2,51747股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$1,55328股$00股+28股新买入
Simplex交易SIMPLEX TRADING, LLC
<0.01%<0.01%#34$1,18221股$64912股+9股+75.00%加仓
AdvisorNet Financial, Inc
<0.01%<0.01%#27$61911股$59511股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#37$561股$541股00.00%持仓不变

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