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WISDOMTREE TR WISDOMTREE US VA · 13F 机构持仓分析
期权收益计算器 机构排行
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WISDOMTREE TR WISDOMTREE US VA

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持有机构数
234
机构合计市值 (Q2 2026)
$21.95亿
机构合计股数 (Q2 2026)
2,155.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+333.3万股
148 · 32 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-216.4万股
73 · 14 清仓 · ≈
⚖️ 净额
+116.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$21.95亿
持有机构数
234
新买入
32
加仓
116
减仓
59
清仓
14
持股不变
27
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
0.07%0.09%#87$3.29亿323.4万股$3.35亿353.6万股-30.2万股-8.54%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.05%#101$1.90亿187.2万股$1.65亿174.6万股+12.6万股+7.20%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#162$1.72亿168.8万股$8,370.4万92.0万股+76.9万股+83.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.05%#114$1.68亿165.3万股$1.88亿198.6万股-33.4万股-16.79%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.2%#67$1.32亿130.2万股$1.35亿142.4万股-12.2万股-8.56%减仓
HighTower顾问HighTower Advisors, LLC
0.12%0.12%#77$1.29亿126.8万股$1.18亿124.3万股+2.5万股+2.02%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.05%#95$6,479.6万63.7万股$4,977.2万52.5万股+11.2万股+21.24%加仓
FIRST COMMUNITY TRUST NA
25.07%#1$5,552.1万54.6万股$00股+54.6万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.17%0.15%#64$5,256.0万51.7万股$4,025.2万42.5万股+9.2万股+21.60%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#181$4,050.2万39.8万股$2,990.4万31.6万股+8.2万股+26.13%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#137$3,917.7万38.5万股$2,925.7万30.9万股+7.6万股+24.71%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#124$3,617.7万35.6万股$3,342.4万35.3万股+2,811股+0.80%加仓
Private Advisor集团Private Advisor Group, LLC
0.17%0.07%#65$3,617.2万35.6万股$1,401.8万14.8万股+20.8万股+140.31%加仓
RESOLUTE CAPITAL, LLC
12.15%9.76%#3$3,521.0万34.6万股$2,408.6万25.4万股+9.2万股+36.14%加仓
Harel Insurance Investments & Financial Services Ltd.
0.13%#76$2,713.9万26.7万股$00股+26.7万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#107$2,598.4万24.9万股$2,251.6万23.8万股+1.1万股+4.53%加仓
Anderson Financial Strategies, LLC
12.57%12.05%#2$2,419.3万22.4万股$2,191.5万22.1万股+2,270股+1.03%加仓
Legacy Financial Advisors, Inc.
2.81%2.99%#11$2,306.8万22.7万股$2,137.4万22.6万股+1,153股+0.51%加仓
Cambridge Investment Research Advisors, Inc.
0.05%0.05%#100$2,258.4万22.2万股$2,087.6万22.0万股+1,648股+0.75%加仓
奥本海默公司OPPENHEIMER & CO INC
0.23%0.23%#56$2,154.0万21.2万股$1,873.5万19.8万股+1.4万股+7.07%加仓
TRUST CO OF TOLEDO NA /OH/
1.69%1.51%#17$2,035.6万20.0万股$1,591.9万16.8万股+3.2万股+19.08%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#130$1,915.5万18.8万股$1,862.1万19.7万股-8,252股-4.20%减仓
Prism Advisors, Inc.
4.57%4.67%#6$1,881.0万18.5万股$1,748.8万18.5万股+312股+0.17%加仓
Ameritas Investment Partners, Inc.
0.47%0.48%#41$1,765.7万17.4万股$1,561.7万16.5万股+8,727股+5.29%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.49%0.52%#40$1,760.6万17.3万股$1,555.8万16.4万股+8,856股+5.39%加仓
Onyx Bridge Wealth Group LLC
1.51%2.08%#22$1,681.2万16.5万股$1,935.3万20.4万股-3.9万股-19.10%减仓
Systelligence, LLC
2.73%4.08%#13$1,632.5万16.0万股$2,099.6万22.2万股-6.1万股-27.59%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.62%0.63%#34$1,627.8万16.0万股$1,436.4万15.2万股+8,401股+5.54%加仓
Cornerstone Planning Group LLC
1.94%1.88%#15$1,539.7万14.7万股$1,405.8万14.2万股+4,690股+3.30%加仓
626 Financial, LLC
5.89%5.91%#4$1,505.7万14.8万股$1,325.9万14.0万股+8,055股+5.75%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#197$1,419.6万13.9万股$1,344.0万14.4万股-5,359股-3.72%减仓
CERTUITY, LLC
0.58%0.57%#36$1,256.0万12.3万股$874.3万9.2万股+3.1万股+33.79%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.43%0.45%#43$1,188.4万11.7万股$1,179.3万11.9万股-2,345股-1.97%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.19%#61$1,188.4万11.7万股$00股+11.7万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#131$1,174.9万11.6万股$842.0万8.9万股+2.7万股+29.95%加仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
0.04%0.05%#105$1,141.4万11.2万股$1,063.0万11.2万股00.00%持仓不变
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.05%0.07%#99$1,090.0万10.7万股$1,321.3万13.9万股-3.2万股-23.17%减仓
Team Financial Group, LLC
4.59%4.44%#5$1,081.1万10.6万股$977.7万10.3万股+3,073股+2.98%加仓
全球退休合伙人Global Retirement Partners, LLC
0.15%#70$976.9万9.6万股$00股+9.6万股新买入
Equitable控股Equitable Holdings, Inc.
0.05%0.05%#97$918.0万9.0万股$820.3万8.8万股+2,333股+2.65%加仓
AE财富管理AE Wealth Management LLC
0.04%0.04%#113$861.6万8.5万股$761.5万8.0万股+4,310股+5.36%加仓
Ruggaard & Associates LLC
3.02%3.01%#10$843.0万8.3万股$758.5万8.0万股+2,807股+3.51%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#179$826.9万8.1万股$556.3万6.0万股+2.1万股+35.82%加仓
Western 财富管理Western Wealth Management, LLC
0.26%0.18%#54$782.7万7.7万股$462.2万4.9万股+2.8万股+57.70%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%<0.01%#111$752.0万7.4万股$30.2万3,189股+7.1万股+2,218.16%加仓
CEERA INVESTMENTS, LLC
3.08%2.15%#9$726.1万7.1万股$489.7万5.2万股+2.0万股+38.07%加仓
COLUMBIA ADVISORY PARTNERS LLC
3.74%3.92%#8$677.3万6.7万股$613.8万6.5万股+1,791股+2.76%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.14%0.07%#74$675.3万6.6万股$168.8万1.8万股+4.9万股+272.58%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#140$668.8万6.6万股$451.1万4.8万股+1.8万股+38.09%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.13%0.14%#75$653.6万6.4万股$616.9万6.5万股-869股-1.33%减仓

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