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WISDOMTREE U.S. SMALLCAP DIVIDEND FUND · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

DES
持有机构数
412
机构合计市值 (Q2 2026)
$12.26亿
机构合计股数 (Q2 2026)
2,927.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+123.3万股
179 · 48 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-71.9万股
163 · 25 清仓 · ≈
⚖️ 净额
+51.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$12.26亿
持有机构数
412
新买入
48
加仓
131
减仓
138
清仓
25
持股不变
95
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%#279$1.15亿282.8万股$8,855.3万262.9万股+19.9万股+7.57%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#275$9,940.7万244.4万股$8,833.4万245.8万股-1.4万股-0.58%减仓
LPL金融LPL Financial LLC
0.01%0.01%#234$5,686.9万139.8万股$5,123.4万142.6万股-2.8万股-1.94%减仓
瑞银集团UBS Group AG
0.01%0.01%#269$5,467.1万134.4万股$4,985.8万138.7万股-4.3万股-3.12%减仓
Creative Planning财富管理Creative Planning
0.03%0.03%#157$5,449.6万134.0万股$4,842.2万134.7万股-7,654股-0.57%减仓
M&T银行M&T BANK CORP
0.12%0.13%#88$4,251.9万104.5万股$3,708.3万103.2万股+1.3万股+1.30%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.04%0.05%#146$3,527.5万86.7万股$3,056.0万85.0万股+1.7万股+1.98%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#225$3,486.6万85.5万股$2,699.7万76.2万股+9.3万股+12.14%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#283$3,346.7万82.3万股$2,916.5万81.1万股+1.1万股+1.38%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#257$3,044.6万74.8万股$2,687.1万74.8万股+758股+0.10%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.1%0.09%#101$3,015.5万74.1万股$2,579.3万71.8万股+2.4万股+3.29%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.14%0.14%#83$2,900.1万71.3万股$2,513.1万69.9万股+1.4万股+1.95%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#300$2,793.2万68.7万股$2,449.6万68.2万股+5,026股+0.74%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#315$1,707.1万41.9万股$1,501.0万41.8万股+1,856股+0.44%加仓
Valmark顾问Valmark Advisers, Inc.
0.14%0.15%#80$1,361.9万33.5万股$1,253.6万34.9万股-1.4万股-4.02%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#237$1,332.6万32.8万股$1,152.0万32.1万股+7,049股+2.20%加仓
Destination 财富管理Destination Wealth Management
0.31%0.31%#41$1,318.1万32.4万股$1,183.3万32.9万股-5,229股-1.59%减仓
艾伦投资管理Allen Investment Management, LLC
0.14%0.13%#81$1,193.3万29.3万股$1,054.5万29.3万股00.00%持仓不变
AssetMarkASSETMARK, INC
0.02%0.02%#193$1,165.5万28.7万股$782.6万21.8万股+6.9万股+31.57%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#344$1,144.6万28.1万股$903.3万25.1万股+3.0万股+11.95%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.04%#152$1,092.9万26.9万股$984.8万27.4万股-5,359股-1.96%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#333$1,016.0万25.0万股$859.7万23.9万股+1.1万股+4.41%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#239$955.8万23.5万股$863.6万24.0万股-5,340股-2.22%减仓
Curi资本Curi Capital, LLC
0.14%0.14%#84$911.7万22.4万股$798.5万22.2万股+1,956股+0.88%加仓
Motley Fool Wealth Management, LLC
1.01%1.01%#20$896.0万8.8万股$896.0万8.8万股00.00%持仓不变
冯托贝尔控股Vontobel Holding Ltd.
0.03%0.03%#165$865.4万8.2万股$830.7万8.1万股+788股+0.97%加仓
Barry Investment Advisors, LLC
1.81%1.91%#10$864.7万8.2万股$867.1万8.5万股-2,848股-3.35%减仓
BIP Wealth, LLC
0.25%0.31%#49$863.5万21.2万股$768.3万21.4万股-1,504股-0.70%减仓
Del-Sette Capital Management, LLC
4.99%4.56%#3$855.2万21.0万股$762.8万21.2万股-2,003股-0.94%减仓
HC Advisors, LLC
5.1%4.97%#2$839.4万20.6万股$742.3万20.7万股-197股-0.10%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#249$822.8万20.2万股$635.7万17.7万股+2.5万股+14.36%加仓
One Wealth Map LLC
3.51%3.33%#5$772.1万19.0万股$709.5万18.4万股+5,899股+3.21%加仓
Melone Private Wealth, LLC
2.69%2.53%#7$705.2万17.3万股$618.8万17.2万股+1,195股+0.69%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#375$684.0万16.8万股$622.1万17.6万股-7,336股-4.17%减仓
Lee, Kelleher & Klein Wealth Management
3.45%3.49%#6$659.6万16.2万股$584.9万16.3万股-591股-0.36%减仓
Cascade Financial Partners, LLC
0.56%0.59%#30$641.4万15.8万股$574.4万16.0万股-2,147股-1.34%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#294$634.6万15.6万股$468.3万13.0万股+2.6万股+19.72%加仓
Key FInancial Inc
1.04%1.02%#18$632.2万15.5万股$570.4万15.9万股-3,283股-2.07%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%<0.01%#287$613.5万15.1万股$527.4万14.7万股+4,096股+2.79%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#255$606.9万14.9万股$536.5万14.9万股-64股-0.04%减仓
Stonebridge Wealth Management, LLC
5.34%4.84%#1$596.7万14.7万股$505.4万14.1万股+6,053股+4.30%加仓
SACHEM HILL LLC
1.03%1.13%#19$578.5万5.5万股$581.3万5.7万股-2,017股-3.54%减仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.22%0.24%#52$573.5万14.1万股$549.2万15.3万股-1.2万股-7.74%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#254$568.9万14.0万股$522.3万14.5万股-5,487股-3.78%减仓
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
0.68%0.68%#22$551.1万5.2万股$534.1万5.2万股00.00%持仓不变
CROBAN
2.32%2.15%#9$527.3万13.0万股$456.2万12.7万股+2,641股+2.08%加仓
Janney Montgomery Scott LLC
0.01%0.01%#246$524.7万12.9万股$448.7万12.5万股+4,132股+3.31%加仓
Parcion Private Wealth LLC
0.2%0.29%#58$522.7万12.9万股$461.8万12.9万股00.00%持仓不变
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.08%0.08%#118$521.5万12.8万股$474.9万13.2万股-3,930股-2.97%减仓
Three Bearings Fiduciary Advisors, Inc.
4.53%4.47%#4$505.4万12.4万股$462.2万12.9万股-4,371股-3.40%减仓

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