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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 TRDTD
持有机构数
211
机构合计市值 (Q2 2026)
$8.21亿
机构合计股数 (Q2 2026)
880.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.4万股
84 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-46.4万股
71 · 14 清仓 · ≈
⚖️ 净额
+19.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.21亿
持有机构数
211
新买入
16
加仓
68
减仓
57
清仓
14
持股不变
70
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/
0.01%0.01%#106$1.41亿150.8万股$1.30亿150.5万股+2,865股+0.19%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#119$1.16亿124.0万股$9,327.3万111.0万股+13.0万股+11.71%加仓
LPL金融LPL Financial LLC
0.02%0.02%#80$8,551.9万91.7万股$7,781.7万90.1万股+1.6万股+1.78%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#120$3,446.2万37.0万股$3,217.4万37.3万股-2,982股-0.80%减仓
626 Financial, LLC
11.15%11.35%#1$2,851.4万30.6万股$2,546.8万29.5万股+1.1万股+3.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#114$2,617.0万28.1万股$2,358.8万27.3万股+7,508股+2.75%加仓
Connecticut 财富管理Connecticut Wealth Management, LLC
0.92%0.97%#8$2,487.3万26.7万股$2,322.3万26.9万股-2,170股-0.81%减仓
Pinnacle Financial Group, LLC / IL
5.48%5.8%#2$2,244.6万24.1万股$2,116.8万24.5万股-4,395股-1.79%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.07%#54$1,889.6万20.3万股$1,936.0万22.4万股-2.2万股-9.61%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.48%0.63%#12$1,882.7万20.2万股$2,034.8万23.6万股-3.4万股-14.31%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.02%#91$1,513.7万16.2万股$1,560.6万18.1万股-1.8万股-10.17%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#97$1,359.2万14.6万股$1,239.0万14.3万股+2,300股+1.60%加仓
Savvy Advisors, Inc.
0.28%#21$1,314.9万14.1万股$00股+14.1万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#146$1,278.2万13.7万股$1,231.6万14.3万股-5,518股-3.87%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.12%0.13%#38$1,182.9万12.7万股$1,028.3万11.9万股+7,785股+6.54%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#94$1,155.6万12.4万股$663.5万7.7万股+4.7万股+61.30%加仓
Vertex Planning Partners, LLC
1.61%1.68%#7$1,091.4万11.7万股$863.6万10.0万股+1.7万股+17.05%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#74$997.2万10.7万股$886.4万10.3万股+4,306股+4.20%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#167$890.8万9.6万股$825.5万9.6万股-54股-0.06%减仓
Melone Private Wealth, LLC
2.95%2.96%#4$774.1万8.3万股$724.2万8.4万股-847股-1.01%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%<0.01%#65$742.2万8.0万股$41.6万4,822股+7.5万股+1,550.68%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#159$717.7万7.7万股$621.5万7.2万股+5,007股+6.96%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#190$708.7万7.6万股$612.7万7.2万股+3,588股+4.96%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.06%0.07%#53$670.9万7.2万股$621.4万7.2万股00.00%持仓不变
Atria投资Atria Investments, Inc
0.06%0.14%#56$605.9万6.5万股$1,273.0万14.7万股-8.2万股-55.92%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#172$595.1万6.4万股$601.2万7.0万股-5,790股-8.32%减仓
FFG RETIREMENT ADVISORS LLC
2.95%3.03%#3$557.4万6.0万股$519.8万6.0万股-414股-0.69%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.02%#73$496.2万5.3万股$453.1万5.2万股+749股+1.43%加仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.02%#92$485.6万5.2万股$449.7万5.2万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#193$455.2万4.9万股$234.5万2.7万股+2.2万股+79.79%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#177$436.0万4.7万股$22.2万2,569股+4.4万股+1,720.01%加仓
Envision Financial LLC
1.89%2.59%#5$411.3万4.4万股$480.8万5.6万股-1.2万股-20.78%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#145$354.4万3.8万股$328.2万3.8万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
0.02%0.02%#77$349.9万3.8万股$335.5万3.9万股-1,324股-3.41%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#156$321.0万3.4万股$292.2万3.4万股+587股+1.73%加仓
Certified Advisory Corp
0.24%0.25%#23$297.6万3.2万股$277.1万3.2万股-163股-0.51%减仓
LCNB CORP
0.91%0.97%#9$295.8万3.2万股$288.3万3.3万股-1,656股-4.96%减仓
Avant Capital LLC
1.84%1.88%#6$294.4万3.2万股$267.8万3.1万股+565股+1.82%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#139$291.8万3.1万股$269.6万3.1万股+418股+1.35%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#128$290.7万3.1万股$257.3万3.0万股+1,381股+4.63%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#134$283.1万3.0万股$275.6万3.2万股-1,546股-4.85%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#196$243.5万2.6万股$97.1万1.1万股+1.5万股+132.18%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#184$242.0万2.6万股$224.1万2.6万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#148$234.4万2.5万股$214.4万2.5万股+311股+1.25%加仓
伊塔乌联合银行Itau Unibanco Holding S.A.
0.04%#62$219.5万2.4万股$00股+2.4万股新买入
富达投资FMR LLC
<0.01%<0.01%#206$193.5万2.1万股$160.7万1.9万股+2,145股+11.52%加仓
AssuredPartners Investment Advisors, LLC
0.18%0.19%#28$189.6万2.0万股$175.6万2.0万股+112股+0.55%加仓
VERUS CAPITAL PARTNERS, LLC
0.1%0.12%#42$180.2万1.9万股$173.9万2.0万股-820股-4.07%减仓
SONATA CAPITAL GROUP INC
0.57%0.61%#10$177.6万1.9万股$164.5万1.9万股00.00%持仓不变
CHERRYDALE WEALTH MANAGEMENT, LLC
0.46%0.5%#13$175.2万1.9万股$161.5万1.9万股+93股+0.50%加仓

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