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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 TRDLS
持有机构数
204
机构合计市值 (Q2 2026)
$4.61亿
机构合计股数 (Q2 2026)
551.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.5万股
71 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.7万股
87 · 14 清仓 · ≈
⚖️ 净额
+103.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.61亿
持有机构数
204
新买入
13
加仓
58
减仓
73
清仓
14
持股不变
60
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
Savant资本Savant Capital, LLC
0.36%0.3%#17$1.22亿147.5万股$6,124.1万75.1万股+72.4万股+96.33%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#84$4,867.5万58.1万股$879.9万10.8万股+47.3万股+438.10%加仓
BIP Wealth, LLC
0.63%0.86%#11$2,222.1万26.5万股$2,115.0万26.0万股+5,684股+2.19%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#145$2,142.7万25.6万股$2,102.0万25.8万股-2,183股-0.85%减仓
LRI Investments, LLC
1.15%1.4%#4$1,618.2万19.3万股$1,576.0万19.3万股-243股-0.13%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#172$1,294.3万15.4万股$1,436.7万18.1万股-2.6万股-14.52%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#94$923.1万11.0万股$933.3万11.5万股-4,355股-3.80%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#92$837.7万10.0万股$747.5万9.2万股+8,265股+9.01%加仓
MAI资本管理MAI Capital Management
0.03%0.05%#68$807.7万9.6万股$797.6万9.8万股-1,474股-1.51%减仓
Compound Planning, Inc.
0.2%0.21%#34$760.8万9.1万股$677.7万8.3万股+7,648股+9.20%加仓
FLOW TRADERS U.S. LLC
0.29%0.18%#22$706.6万8.4万股$575.9万7.1万股+1.4万股+19.34%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#149$694.2万8.3万股$670.8万8.2万股+544股+0.66%加仓
Evanson Financial, LLC
0.34%#19$684.7万8.2万股$00股+8.2万股新买入
Great Point Wealth Advisors, LLC
0.91%1.05%#6$564.1万6.7万股$568.0万7.0万股-2,370股-3.40%减仓
Csenge Advisory 集团Csenge Advisory Group
0.23%0.27%#28$556.4万6.6万股$600.9万7.4万股-7,325股-9.94%减仓
WESCAP Management Group, Inc.
0.96%0.97%#5$511.7万6.1万股$492.2万6.0万股+678股+1.12%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#139$492.6万5.9万股$493.1万6.1万股-1,720股-2.84%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#119$480.4万5.7万股$470.5万5.8万股-391股-0.68%减仓
Elwood & Goetz Wealth Advisory Group, LLC
0.7%0.78%#10$476.6万5.7万股$460.6万5.7万股+364股+0.64%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.07%0.08%#55$473.0万5.6万股$458.4万5.6万股+208股+0.37%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#175$447.3万5.3万股$467.2万5.7万股-3,941股-6.87%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#83$438.1万5.2万股$430.5万5.3万股-533股-1.01%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#155$421.8万5.0万股$406.9万5.0万股+412股+0.83%加仓
Waterfront Wealth Inc.
0.63%0.7%#12$403.2万4.8万股$383.5万4.7万股+465股+0.99%加仓
Checchi Capital Advisers, LLC
0.18%0.24%#35$393.4万4.7万股$483.0万5.9万股-1.2万股-20.76%减仓
Grove Street Fiduciary, LLC
1.53%1.55%#1$361.5万4.3万股$352.6万4.3万股-127股-0.29%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#132$336.7万4.0万股$329.0万4.0万股-183股-0.45%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#179$321.8万3.8万股$299.0万3.7万股+1,710股+4.66%加仓
FAMILY WEALTH PARTNERS, LLC
0.91%0.99%#7$296.5万3.5万股$290.1万3.6万股-209股-0.59%减仓
Janney Montgomery Scott LLC
0.01%0.01%#109$276.2万3.3万股$261.0万3.2万股+945股+2.95%加仓
Wealth Architects, LLC
0.21%0.23%#30$268.4万3.2万股$263.1万3.2万股-252股-0.78%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.04%#64$266.8万3.2万股$253.9万3.1万股+680股+2.18%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#116$250.2万3.0万股$254.7万3.1万股-1,394股-4.46%减仓
TOWLE & CO
0.79%0.55%#9$234.2万2.8万股$142.3万1.7万股+1.0万股+60.15%加仓
SMITH, MOORE & CO.
0.15%0.17%#38$234.0万2.8万股$227.6万2.8万股00.00%持仓不变
Impact Capital Partners LLC
0.59%0.59%#13$214.7万2.6万股$196.2万2.4万股+1,545股+6.42%加仓
Marathon Strategic Advisors, LLC
1.2%1.48%#2$212.7万2.5万股$205.5万2.5万股+170股+0.67%加仓
Atria投资Atria Investments, Inc
0.02%0.02%#78$211.5万2.5万股$200.7万2.5万股+615股+2.50%加仓
MarinerMariner, LLC
<0.01%<0.01%#129$203.2万2.4万股$197.9万2.4万股-38股-0.16%减仓
GHP Investment Advisors, Inc.
0.07%0.08%#52$197.3万2.4万股$190.6万2.3万股+162股+0.69%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#180$191.7万2.3万股$188.1万2.3万股-204股-0.88%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#165$184.4万2.2万股$171.0万2.2万股+483股+2.24%加仓
Allworth金融Allworth Financial LP
0.01%0.01%#99$180.1万2.1万股$209.8万2.6万股-4,246股-16.49%减仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.03%0.03%#72$168.7万2.0万股$166.0万2.0万股-228股-1.12%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#142$162.8万1.9万股$160.7万2.0万股-280股-1.42%减仓
McLean Asset Management Corp
0.21%0.27%#31$159.9万1.9万股$156.3万1.9万股-627股-3.27%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.03%#85$155.2万1.9万股$302.5万3.7万股-1.9万股-50.10%减仓
Larson Financial 集团Larson Financial Group LLC
0.04%0.05%#63$147.6万1.8万股$155.2万1.9万股-1,422股-7.47%减仓
Wealth Care LLC
1.17%1.24%#3$144.6万1.7万股$139.7万1.7万股+124股+0.72%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#96$144.1万1.7万股$150.4万1.8万股-1,253股-6.79%减仓

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