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WisdomTree信托 · 13F 机构持仓分析
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WisdomTree信托

WISDOMTREE TREZM
持有机构数
187
机构合计市值 (Q2 2026)
$5.83亿
机构合计股数 (Q2 2026)
769.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+48.9万股
65 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.4万股
70 · 6 清仓 · ≈
⚖️ 净额
+14.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.83亿
持有机构数
187
新买入
24
加仓
41
减仓
64
清仓
6
持股不变
58
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
Davenport公司DAVENPORT & Co LLC
0.33%0.26%#21$6,738.1万88.9万股$4,859.3万72.3万股+16.6万股+22.99%加仓
瑞银集团UBS Group AG
0.01%0.01%#103$3,987.3万52.6万股$3,898.9万58.0万股-5.4万股-9.29%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#129$3,556.0万46.9万股$3,049.5万46.3万股+6,547股+1.42%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#124$3,521.5万46.5万股$3,325.0万49.5万股-3.0万股-6.06%减仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#63$3,496.7万46.1万股$2,950.5万43.9万股+2.2万股+5.12%加仓
LPL金融LPL Financial LLC
0.01%0.01%#96$3,384.0万44.7万股$2,884.7万42.9万股+1.7万股+4.05%加仓
Freedom Investment Management, Inc.
6%5.87%#1$2,154.3万28.4万股$1,976.6万29.4万股-9,774股-3.32%减仓
CPC Advisors, LLC
2.74%2.86%#4$2,028.6万26.8万股$1,763.2万26.2万股+5,379股+2.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.03%#72$1,685.2万22.2万股$2,170.0万32.3万股-10.0万股-31.11%减仓
IEQ资本IEQ CAPITAL, LLC
0.07%0.06%#47$1,542.8万20.4万股$1,368.5万20.4万股00.00%持仓不变
Clearwater Capital Advisors, LLC
1.07%1.04%#12$1,455.2万19.2万股$1,288.4万19.2万股+360股+0.19%加仓
Private Advisor集团Private Advisor Group, LLC
0.06%0.06%#52$1,337.2万17.6万股$1,176.5万17.5万股+1,431股+0.82%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.05%0.04%#56$1,075.7万14.2万股$702.4万10.4万股+3.7万股+35.84%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#133$1,074.1万14.2万股$1,023.2万15.2万股-1.1万股-6.90%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#155$919.4万12.2万股$785.5万12.0万股+1,789股+1.49%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#136$870.3万11.5万股$773.7万11.5万股-270股-0.23%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#95$868.6万11.5万股$945.4万14.1万股-2.6万股-18.51%减仓
THEORY FINANCIAL LLC
2.61%2.11%#5$829.0万10.9万股$602.0万9.0万股+2.0万股+22.14%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#125$795.7万10.5万股$720.9万10.7万股-2,251股-2.10%减仓
Provident Wealth Management, LLC
1.99%2.02%#9$772.2万10.2万股$669.4万10.0万股+2,307股+2.32%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#134$642.3万8.5万股$567.1万8.4万股+395股+0.47%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.04%0.04%#61$639.1万8.4万股$584.0万8.7万股-2,541股-2.92%减仓
Davidson Kahn Capital Management, LLC
2.59%2.89%#6$602.1万7.9万股$541.8万8.1万股-1,135股-1.41%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#81$592.6万7.8万股$539.2万8.0万股-2,012股-2.51%减仓
Breakwater Capital Group
0.71%0.72%#13$589.5万7.8万股$536.5万8.0万股-2,024股-2.54%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#143$503.3万6.6万股$365.2万5.4万股+1.2万股+22.08%加仓
Sylvest Advisors, LLC
2.12%2.03%#7$471.0万6.2万股$382.4万5.7万股+5,256股+9.24%加仓
TopTier Wealth Management, LLC
2.78%2.52%#3$459.9万6.1万股$409.3万6.1万股-197股-0.32%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#108$454.3万6.0万股$414.6万6.2万股-1,728股-2.80%减仓
NewSquare Capital LLC
0.27%0.28%#24$368.7万4.9万股$317.8万4.7万股+1,383股+2.93%加仓
中央信托CENTRAL TRUST Co
0.07%0.06%#50$367.6万4.9万股$292.2万4.3万股+5,039股+11.59%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#105$366.5万4.8万股$314.8万4.7万股+1,521股+3.25%加仓
Roan Capital Partners
3.01%2.73%#2$363.4万4.8万股$296.0万4.4万股+3,924股+8.91%加仓
Great Point Wealth Advisors, LLC
0.57%0.61%#14$354.4万4.7万股$328.4万4.9万股-2,087股-4.27%减仓
CULBERTSON A N & CO INC
0.4%0.4%#18$341.1万4.5万股$306.7万4.6万股-610股-1.34%减仓
Lionshead Wealth Management, LLC
2.04%2.11%#8$313.8万4.1万股$285.8万4.3万股-1,111股-2.61%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.03%0.03%#66$311.1万4.1万股$269.7万4.0万股+930股+2.32%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#90$301.9万4.0万股$164.8万2.5万股+1.5万股+62.47%加仓
GHP Investment Advisors, Inc.
0.11%0.11%#38$291.0万3.8万股$259.3万3.9万股-188股-0.49%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#76$283.9万3.7万股$263.9万4.0万股-2,055股-5.20%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#171$276.3万3.6万股$28.4万4,228股+3.2万股+762.46%加仓
Lauer Wealth, LLC
1.62%2.05%#10$269.3万3.6万股$256.9万3.7万股-902股-2.45%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#111$258.6万3.4万股$116.2万1.7万股+1.7万股+97.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#118$232.4万3.1万股$231.9万3.4万股-3,829股-11.10%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#131$230.7万3.0万股$204.6万3.0万股00.00%持仓不变
L & S Advisors Inc
0.24%#26$229.4万3.0万股$00股+3.0万股新买入
Savant资本Savant Capital, LLC
0.01%<0.01%#99$209.3万2.9万股$93.6万1.4万股+1.5万股+109.51%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%0.01%#77$208.0万2.7万股$128.4万1.9万股+8,345股+43.69%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.07%0.07%#48$185.5万2.4万股$166.3万2.5万股-267股-1.08%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#172$178.5万2.4万股$205.0万3.0万股-6,935股-22.75%减仓

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