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

WISDOMTREE TRDLN
持有机构数
476
机构合计市值 (Q2 2026)
$41.69亿
机构合计股数 (Q2 2026)
4,333.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+231.5万股
190 · 36 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-134.3万股
156 · 26 清仓 · ≈
⚖️ 净额
+97.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$41.69亿
持有机构数
476
新买入
36
加仓
154
减仓
130
清仓
26
持股不变
156
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
LPL金融LPL Financial LLC
0.09%0.09%#153$3.95亿410.6万股$3.47亿388.7万股+21.9万股+5.64%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.17%0.19%#103$3.36亿348.5万股$3.28亿366.8万股-18.3万股-4.99%减仓
摩根士丹利MORGAN STANLEY
0.01%0.02%#294$2.83亿293.8万股$2.49亿286.6万股+7.2万股+2.53%加仓
Focus Partners财富Focus Partners Wealth
0.26%0.26%#75$2.52亿261.3万股$2.31亿258.8万股+2.5万股+0.95%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.05%0.04%#198$2.35亿244.0万股$1.71亿192.0万股+52.0万股+27.09%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
2.25%2.19%#19$1.42亿147.7万股$1.20亿134.6万股+13.0万股+9.69%加仓
Creative Planning财富管理Creative Planning
0.08%0.08%#163$1.29亿133.9万股$1.22亿136.8万股-2.9万股-2.09%减仓
瑞银集团UBS Group AG
0.02%0.02%#286$1.27亿131.5万股$1.18亿131.6万股-502股-0.04%减仓
Trilogy Capital Inc.
4.47%4.59%#12$1.15亿119.7万股$1.04亿116.5万股+3.2万股+2.71%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.1%#147$1.05亿109.5万股$8,995.5万100.7万股+8.8万股+8.70%加仓
Evercore财富管理Evercore Wealth Management, LLC
1.41%1.47%#26$9,973.6万103.5万股$9,347.8万104.6万股-1.1万股-1.05%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#370$9,968.5万103.5万股$1.08亿121.1万股-17.6万股-14.56%减仓
Clearstead顾问Clearstead Advisors, LLC
0.86%0.8%#34$9,079.2万94.3万股$8,721.1万97.6万股-3.4万股-3.45%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#312$7,756.2万80.5万股$7,186.3万80.4万股+794股+0.10%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#273$7,552.7万78.4万股$6,563.7万73.5万股+4.9万股+6.72%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#278$6,174.1万64.1万股$5,316.4万59.5万股+4.6万股+7.71%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.07%#167$5,700.6万59.2万股$5,318.1万59.5万股-3,492股-0.59%减仓
Waterway Wealth Management, LLC
11.57%11.7%#4$5,676.8万65.6万股$5,292.1万67.5万股-2.0万股-2.91%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.07%#183$4,984.6万51.7万股$4,573.2万51.2万股+5,599股+1.09%加仓
CLG LLC
9.74%9.56%#5$4,437.2万46.1万股$3,849.8万43.1万股+3.0万股+6.89%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#364$4,432.4万46.0万股$4,167.5万46.7万股-6,344股-1.36%减仓
IAG Wealth Partners, LLC
3.84%3.98%#13$3,881.7万40.3万股$3,565.9万39.9万股+3,814股+0.96%加仓
Lee, Kelleher & Klein Wealth Management
19.24%20.5%#2$3,672.7万38.1万股$3,432.0万38.4万股-2,892股-0.75%减仓
Cambridge Investment Research Advisors, Inc.
0.08%0.17%#157$3,544.6万36.8万股$6,731.7万75.4万股-38.6万股-51.17%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.05%0.06%#190$3,398.7万35.3万股$3,218.7万36.0万股-7,460股-2.07%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#413$3,283.9万34.1万股$3,222.3万36.1万股-2.0万股-5.49%减仓
Private Advisor集团Private Advisor Group, LLC
0.15%0.12%#110$3,204.1万33.3万股$2,554.7万28.6万股+4.7万股+16.32%加仓
LRI Investments, LLC
2.26%2.63%#18$3,184.1万33.1万股$2,973.2万33.3万股-2,263股-0.68%减仓
Fox Financial, Inc
20.92%22.85%#1$3,004.3万31.2万股$2,799.9万31.3万股-1,518股-0.48%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.3%0.33%#67$2,972.3万30.9万股$2,944.9万33.0万股-2.1万股-6.39%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.04%0.04%#212$2,751.3万28.6万股$2,467.8万27.6万股+9,390股+3.40%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#299$2,634.9万27.4万股$2,178.4万24.4万股+3.0万股+12.18%加仓
NerdWallet Wealth Partners, LLC
8.76%9.16%#6$2,541.9万26.4万股$2,099.7万23.5万股+2.9万股+12.30%加仓
Fairway Wealth LLC
5.2%6.2%#10$2,527.3万26.2万股$2,348.0万26.3万股-473股-0.18%减仓
FIDELIS iM, LLC
8.62%8.99%#7$2,526.9万26.2万股$2,374.3万26.6万股-3,442股-1.30%减仓
Odyssey Group, LLC
6.46%#8$2,385.2万24.8万股$00股+24.8万股新买入
Corient私人财富Corient Private Wealth LLC
0.02%0.03%#277$2,237.0万23.2万股$2,125.4万23.9万股-6,681股-2.80%减仓
MAI资本管理MAI Capital Management
0.08%0.13%#156$2,188.9万22.7万股$2,306.9万25.8万股-3.1万股-12.00%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.1%0.1%#148$2,070.6万21.5万股$1,873.8万21.0万股+5,212股+2.48%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.08%#174$2,070.2万21.5万股$2,170.4万24.3万股-2.8万股-11.54%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.11%0.12%#133$2,018.6万21.0万股$1,905.7万21.3万股-3,759股-1.76%减仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#271$1,939.3万20.1万股$1,737.2万19.4万股+6,868股+3.53%加仓
Revolve Wealth Partners, LLC
1.98%2.29%#20$1,907.9万19.8万股$1,762.4万19.7万股+792股+0.40%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.1%0.09%#149$1,862.7万19.3万股$1,708.1万19.1万股+2,180股+1.14%加仓
Main Street Financial Solutions, LLC
1.15%#30$1,857.7万19.3万股$00股+19.3万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#444$1,708.0万17.7万股$1,642.1万18.7万股-1.0万股-5.53%减仓
truNorth Financial Services, Inc.
12.96%13.34%#3$1,447.2万15.0万股$1,289.7万14.4万股+5,876股+4.07%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.03%0.03%#225$1,308.8万13.6万股$1,172.6万13.1万股+4,611股+3.51%加仓
ASPIRIANT, LLC
0.3%0.24%#66$1,215.2万12.6万股$837.2万9.4万股+3.2万股+34.63%加仓
United Advisor Group, LLC
1.27%1.34%#27$1,202.5万12.5万股$1,090.1万12.2万股+2,811股+2.30%加仓

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