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WisdomTree信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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WisdomTree信托

WISDOMTREE TRDEM
持有机构数
368
机构合计市值 (Q2 2026)
$26.20亿
机构合计股数 (Q2 2026)
4,875.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+407.3万股
175 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-293.4万股
148 · 22 清仓 · ≈
⚖️ 净额
+113.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$26.20亿
持有机构数
368
新买入
38
加仓
137
减仓
126
清仓
22
持股不变
67
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
0.03%0.02%#153$5.57亿1,036.3万股$3.89亿844.8万股+191.5万股+22.67%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#173$3.93亿729.9万股$3.53亿710.1万股+19.8万股+2.79%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#159$1.75亿324.6万股$1.60亿322.6万股+2.0万股+0.62%加仓
LPL金融LPL Financial LLC
0.03%0.03%#171$1.16亿215.3万股$1.11亿223.9万股-8.6万股-3.84%减仓
Creative Planning财富管理Creative Planning
0.07%0.07%#105$1.15亿214.4万股$1.08亿216.5万股-2.1万股-0.98%减仓
瑞银集团UBS Group AG
0.01%0.01%#202$1.05亿195.9万股$9,780.1万196.8万股-9,249股-0.47%减仓
Kestra投资管理Kestra Investment Management, LLC
1.75%1.64%#5$9,022.1万167.7万股$9,493.9万191.1万股-23.3万股-12.21%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#191$8,446.3万156.6万股$8,951.3万180.1万股-23.6万股-13.09%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#188$7,571.3万140.8万股$6,786.9万136.6万股+4.2万股+3.05%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.05%0.06%#119$4,358.5万81.0万股$3,932.7万79.1万股+1.9万股+2.38%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#253$3,947.6万73.4万股$3,452.6万69.5万股+3.9万股+5.63%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#292$3,597.2万67.2万股$3,151.0万65.1万股+2.0万股+3.14%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#224$3,579.8万66.6万股$3,557.8万71.6万股-5.1万股-7.05%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#155$3,202.1万59.5万股$3,008.5万60.5万股-1.0万股-1.68%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#149$2,559.3万47.6万股$3,028.1万60.9万股-13.4万股-21.92%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.08%#101$2,344.1万43.6万股$2,214.0万44.6万股-9,778股-2.19%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.04%#132$2,338.8万43.5万股$1,909.5万39.3万股+4.1万股+10.54%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.39%0.42%#39$2,166.2万40.3万股$2,080.8万41.9万股-1.6万股-3.83%减仓
Private Advisor集团Private Advisor Group, LLC
0.1%<0.01%#88$2,147.8万39.9万股$86.6万1.7万股+38.2万股+2,192.17%加仓
ASPIRIANT, LLC
0.48%0.55%#34$1,941.0万36.1万股$1,913.8万38.5万股-2.4万股-6.31%减仓
威斯康星州投资委员会STATE OF WISCONSIN INVESTMENT BOARD
0.03%0.04%#146$1,675.1万31.1万股$1,547.4万31.1万股00.00%持仓不变
AssetMarkASSETMARK, INC
0.03%0.04%#163$1,591.9万29.6万股$1,885.2万37.9万股-8.3万股-21.99%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.03%#174$1,585.3万29.5万股$1,460.7万29.4万股+760股+0.26%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#179$1,548.7万28.8万股$1,331.9万26.8万股+2.0万股+7.41%加仓
CANANDAIGUA NATIONAL BANK & TRUST CO
1.23%#10$1,456.9万27.1万股$00股+27.1万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#211$1,395.4万25.9万股$1,253.0万25.2万股+7,241股+2.87%加仓
Linscomb Wealth, Inc.
0.59%0.6%#30$1,356.8万25.2万股$1,358.8万27.3万股-2.1万股-7.75%减仓
Valmark顾问Valmark Advisers, Inc.
0.14%0.15%#69$1,345.9万25.0万股$1,239.3万24.9万股+802股+0.32%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.23%0.27%#50$1,235.4万23.0万股$1,177.2万23.7万股-7,229股-3.05%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#244$1,231.0万22.9万股$1,082.9万21.8万股+1.1万股+5.01%加仓
联博ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#262$1,220.4万24.6万股$1,128.5万24.2万股+4,005股+1.66%加仓
M&T银行M&T BANK CORP
0.03%0.04%#145$1,169.8万21.7万股$1,050.1万21.1万股+6,132股+2.90%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.06%0.06%#113$1,055.6万19.6万股$923.3万18.6万股+1.0万股+5.61%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#309$988.7万18.4万股$00股+18.4万股新买入
&Partners&PARTNERS
0.04%0.04%#130$970.0万18.0万股$889.8万17.9万股+1,128股+0.63%加仓
AssuredPartners Investment Advisors, LLC
0.9%0.92%#19$927.6万17.2万股$844.9万17.0万股+2,142股+1.26%加仓
Nan Shan Life Insurance Co., Ltd.
0.29%#45$914.4万17.0万股$00股+17.0万股新买入
Inspire Advisors, LLC
0.62%0.67%#28$901.6万16.8万股$824.2万16.6万股+1,752股+1.06%加仓
道明私人客户财富TD PRIVATE CLIENT WEALTH LLC
0.16%0.17%#65$883.8万16.4万股$800.2万16.1万股+3,275股+2.03%加仓
Private Wealth Advisors, LLC
2.21%2.41%#4$864.5万16.1万股$855.5万17.2万股-1.1万股-6.65%减仓
Hamilton Wealth, LLC
1.57%0.09%#6$855.2万15.9万股$44.9万9,032股+15.0万股+1,660.27%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.04%0.04%#141$736.9万13.7万股$700.2万14.1万股-3,927股-2.79%减仓
Janney Montgomery Scott LLC
0.01%0.02%#198$720.5万13.4万股$670.3万13.5万股-959股-0.71%减仓
Cascade Financial Partners, LLC
0.6%0.65%#29$695.4万12.9万股$632.7万12.7万股+1,948股+1.53%加仓
Cheviot Value Management, LLC
0.7%0.64%#24$685.9万12.8万股$633.2万12.7万股+86股+0.07%加仓
ARBOR TRUST WEALTH ADVISORS, LLC
2.69%2.81%#3$666.3万12.4万股$639.3万12.9万股-4,772股-3.71%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.1%0.11%#90$662.2万12.3万股$622.1万12.5万股-2,077股-1.66%减仓
Cornerstone Wealth Group, LLC
0.39%0.41%#40$652.4万12.1万股$636.7万12.2万股-968股-0.79%减仓
Equitable控股Equitable Holdings, Inc.
0.04%0.04%#137$625.3万11.6万股$617.4万13.2万股-1.6万股-12.00%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%<0.01%#154$599.5万11.1万股$48.6万9,776股+10.2万股+1,040.04%加仓

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