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WisdomTree·U.S. MIDCAP DIVIDEND FUND · 13F 机构持仓分析
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WisdomTree·U.S. MIDCAP DIVIDEND FUND

WISDOMTREE U.S. MIDCAP DIVIDEND FUNDDON
持有机构数
474
机构合计市值 (Q2 2026)
$23.18亿
机构合计股数 (Q2 2026)
4,094.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+179.6万股
198 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-194.4万股
206 · 33 清仓 · ≈
⚖️ 净额
-14.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$23.18亿
持有机构数
474
新买入
43
加仓
155
减仓
173
清仓
33
持股不变
103
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/
0.02%0.02%#278$2.56亿452.2万股$2.44亿464.6万股-12.3万股-2.65%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#340$1.40亿247.5万股$1.23亿234.6万股+12.9万股+5.52%加仓
瑞银集团UBS Group AG
0.01%0.01%#299$1.05亿186.5万股$9,894.0万188.3万股-1.8万股-0.96%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.04%0.04%#210$1.04亿182.7万股$8,577.3万165.9万股+16.8万股+10.13%加仓
LPL金融LPL Financial LLC
0.02%0.03%#256$9,965.5万176.3万股$9,711.4万184.8万股-8.5万股-4.61%减仓
Linscomb Wealth, Inc.
3.74%3.69%#6$8,632.7万152.7万股$8,295.0万157.9万股-5.1万股-3.26%减仓
Creative Planning财富管理Creative Planning
0.05%0.05%#195$8,570.2万151.6万股$7,976.9万151.8万股-1,939股-0.13%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#282$7,865.4万139.2万股$7,110.3万135.3万股+3.8万股+2.82%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#283$5,859.9万103.7万股$5,273.5万100.4万股+3.3万股+3.29%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#328$5,645.1万99.9万股$5,259.8万100.1万股-2,321股-0.23%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.05%0.06%#188$4,211.0万74.5万股$3,745.7万71.3万股+3.2万股+4.51%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.11%0.1%#145$3,206.5万56.7万股$2,692.3万51.2万股+5.5万股+10.71%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#375$2,983.5万52.8万股$2,764.8万52.6万股+1,657股+0.31%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#222$2,847.6万50.4万股$2,734.1万52.0万股-1.7万股-3.18%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#231$2,707.1万47.9万股$2,131.5万40.6万股+7.3万股+18.06%加仓
IAG Wealth Partners, LLC
2.63%2.94%#12$2,656.9万47.0万股$2,630.7万50.1万股-3.1万股-6.12%减仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.21%0.3%#94$2,589.7万45.8万股$2,448.2万46.6万股-7,770股-1.67%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.03%#255$2,484.2万44.0万股$2,452.9万46.7万股-2.7万股-5.85%减仓
Stonebridge Financial Group, LLC
1.7%1.68%#16$2,242.5万39.7万股$2,038.9万38.8万股+8,695股+2.24%加仓
Trajan Wealth LLC
0.8%0.77%#31$2,108.1万37.3万股$1,917.8万36.5万股+7,975股+2.18%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#238$2,033.2万36.0万股$1,862.1万35.4万股+5,308股+1.50%加仓
AE财富管理AE Wealth Management LLC
0.09%0.1%#152$2,011.3万35.6万股$1,883.2万35.8万股-2,576股-0.72%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.1%0.1%#150$1,983.1万35.1万股$1,878.6万35.8万股-6,690股-1.87%减仓
MAI资本管理MAI Capital Management
0.07%0.1%#170$1,830.8万32.4万股$1,728.3万32.9万股-5,024股-1.53%减仓
Marion Wealth Management
3.65%3.49%#8$1,795.6万31.8万股$1,576.0万30.0万股+1.8万股+5.91%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#294$1,696.4万30.0万股$1,599.1万30.4万股-4,205股-1.38%减仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#281$1,649.3万29.2万股$1,552.7万29.6万股-3,712股-1.26%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.03%0.03%#249$1,645.4万29.1万股$1,444.7万27.5万股+1.6万股+5.88%加仓
Three Bearings Fiduciary Advisors, Inc.
14.4%14.4%#1$1,606.5万28.4万股$1,488.5万28.3万股+924股+0.33%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.07%#190$1,598.4万28.3万股$1,916.7万36.5万股-8.2万股-22.48%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#432$1,389.4万24.6万股$1,358.5万26.3万股-1.8万股-6.69%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#342$1,371.2万24.3万股$1,192.3万22.7万股+1.6万股+6.91%加仓
Destination 财富管理Destination Wealth Management
0.32%0.32%#74$1,356.1万24.0万股$1,242.1万23.6万股+3,521股+1.49%加仓
Avantax Planning Partners, Inc.
0.33%0.34%#71$1,331.6万23.6万股$1,224.5万23.3万股+2,533股+1.09%加仓
Concord Wealth Partners
1.52%1.62%#18$1,326.0万23.5万股$1,246.0万23.7万股-2,546股-1.07%减仓
Focus Partners财富Focus Partners Wealth
0.01%0.02%#300$1,305.4万23.1万股$1,384.4万26.3万股-3.3万股-12.35%减仓
Avidian Wealth Enterprises, LLC
0.36%0.38%#66$1,296.7万22.9万股$1,214.7万23.1万股-1,781股-0.77%减仓
PRECEDENT WEALTH PARTNERS, LLC
2.1%2.43%#14$1,262.9万22.3万股$1,214.7万23.1万股-7,745股-3.35%减仓
Lee, Kelleher & Klein Wealth Management
6.6%6.95%#2$1,260.1万22.3万股$1,163.0万22.1万股+1,605股+0.73%加仓
Curi资本Curi Capital, LLC
0.19%0.21%#104$1,212.5万21.5万股$1,163.1万22.1万股-6,842股-3.09%减仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#239$1,192.3万21.1万股$1,194.7万22.7万股-1.6万股-7.22%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.09%0.08%#157$1,120.8万19.8万股$884.1万16.8万股+3.1万股+18.34%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.18%0.24%#107$1,083.1万19.2万股$1,270.8万24.2万股-5.0万股-20.77%减仓
CX Institutional
0.29%0.29%#80$1,012.4万17.9万股$938.8万17.9万股+425股+0.24%加仓
Corient私人财富Corient Private Wealth LLC
0.01%<0.01%#337$1,004.3万17.8万股$312.4万5.9万股+11.8万股+198.84%加仓
White Pine Investment CO
2.14%2.14%#13$1,003.5万17.8万股$921.6万17.5万股+2,145股+1.22%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#410$1,001.3万17.7万股$824.8万15.7万股+2.0万股+12.84%加仓
Concord Asset Management, LLC/VA
1.46%1.54%#19$944.5万16.7万股$908.6万17.3万股-5,821股-3.37%减仓
FAS Wealth Partners, Inc.
0.49%0.48%#48$941.8万16.7万股$776.7万14.8万股+1.9万股+12.71%加仓
Melone Private Wealth, LLC
3.27%3.23%#10$858.5万15.2万股$790.4万15.0万股+1,454股+0.97%加仓

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