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

WISDOMTREE TRHEDJ
持有机构数
227
机构合计市值 (Q2 2026)
$7.91亿
机构合计股数 (Q2 2026)
1,388.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+56.6万股
80 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-62.8万股
86 · 17 清仓 · ≈
⚖️ 净额
-6.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.91亿
持有机构数
227
新买入
23
加仓
57
减仓
69
清仓
17
持股不变
78
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
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.02%#82$1.39亿244.3万股$1.34亿256.9万股-12.6万股-4.89%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#109$7,654.1万134.3万股$7,075.2万135.3万股-9,980股-0.74%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#124$7,212.4万126.5万股$6,605.5万131.1万股-4.5万股-3.46%减仓
瑞银集团UBS Group AG
0.01%0.01%#100$4,737.5万83.1万股$4,326.4万82.7万股+3,904股+0.47%加仓
LPL金融LPL Financial LLC
0.01%0.01%#95$3,025.9万53.1万股$2,782.7万53.2万股-1,219股-0.23%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#112$2,809.6万49.3万股$2,563.4万49.0万股+2,776股+0.57%加仓
富达投资FMR LLC
<0.01%<0.01%#174$2,551.0万44.8万股$2,343.6万44.8万股-567股-0.13%减仓
Boothe Investment Group, Inc.
8.01%7.51%#1$2,542.5万44.6万股$2,334.6万44.6万股-327股-0.07%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#122$2,404.1万42.2万股$2,253.6万43.1万股-9,132股-2.12%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.04%0.04%#57$2,358.2万41.4万股$2,119.2万40.5万股+8,516股+2.10%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#130$2,255.0万39.6万股$2,313.1万44.2万股-4.7万股-10.55%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#107$1,942.3万34.1万股$1,786.6万34.2万股-854股-0.25%减仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.31%0.28%#16$1,662.9万29.2万股$1,221.9万23.4万股+5.8万股+24.87%加仓
PATTEN & PATTEN INC/TN
0.79%0.83%#7$1,496.6万26.3万股$1,376.5万26.3万股-626股-0.24%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.14%0.13%#31$1,465.6万25.7万股$1,179.8万22.6万股+3.2万股+13.98%加仓
Azimuth Capital 投资管理Azimuth Capital Investment Management LLC
0.37%#14$1,103.0万19.4万股$00股+19.4万股新买入
VALLEY WEALTH MANAGERS, INC.
0.62%0.66%#8$1,081.4万19.0万股$1,022.7万19.6万股-5,827股-2.98%减仓
Pathstone控股Pathstone Holdings, LLC
0.03%0.03%#64$885.3万15.5万股$801.5万15.3万股+2,069股+1.35%加仓
CONNING INC.
0.25%0.25%#19$821.0万14.4万股$753.3万14.4万股00.00%持仓不变
Sharper & Granite LLC
2.01%2.02%#3$649.9万11.4万股$590.8万11.3万股+1,055股+0.93%加仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.02%0.02%#71$613.3万10.8万股$563.5万10.8万股-154股-0.14%减仓
Guardian Partners Inc.
0.52%#10$571.7万10.0万股$00股+10.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#168$531.8万9.3万股$495.7万9.5万股-1,483股-1.56%减仓
CATHY PARETO & ASSOCIATES, INC
3.11%3.49%#2$530.6万9.3万股$520.7万10.0万股-6,478股-6.51%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#200$521.1万9.1万股$624.4万11.9万股-2.8万股-23.42%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#152$474.5万8.4万股$411.3万8.1万股+3,510股+4.33%加仓
Harel Insurance Investments & Financial Services Ltd.
0.02%0.02%#74$384.5万6.7万股$356.0万6.8万股-605股-0.89%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#115$360.2万6.3万股$295.4万5.6万股+6,703股+11.87%加仓
Janney Montgomery Scott LLC
0.01%0.01%#96$349.6万6.1万股$589.5万11.3万股-5.1万股-45.58%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#117$345.8万6.1万股$306.2万5.9万股+2,121股+3.62%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#214$339.1万6.0万股$301.8万5.9万股+831股+1.41%加仓
Curi资本Curi Capital, LLC
0.05%0.05%#54$332.4万5.8万股$305.0万5.8万股00.00%持仓不变
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.02%0.02%#78$323.3万5.7万股$311.7万6.0万股-2,884股-4.84%减仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#133$315.4万5.6万股$289.7万5.5万股+103股+0.19%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#203$305.1万5.4万股$300.0万5.7万股-3,843股-6.70%减仓
PFG Advisors
0.15%0.12%#27$293.9万5.2万股$244.5万4.7万股+4,822股+10.32%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#89$287.7万5.0万股$274.8万5.3万股-2,064股-3.93%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#145$284.7万5.0万股$265.2万5.1万股-755股-1.49%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#213$274.1万4.8万股$21.4万4,100股+4.4万股+1,072.85%加仓
安联资产管理Allianz Asset Management GmbH
<0.01%<0.01%#139$272.4万5.2万股$272.4万5.2万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#195$254.3万4.5万股$279.6万5.3万股-8,837股-16.53%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#161$251.0万4.4万股$230.0万4.4万股+58股+0.13%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#165$247.4万4.3万股$221.3万4.2万股+1,101股+2.60%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#121$241.4万4.3万股$231.5万4.4万股-1,091股-2.48%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#126$229.5万4.0万股$231.4万4.4万股-3,986股-9.01%减仓
Sage Capital Management, LLC
0.82%0.85%#6$210.3万3.7万股$179.9万3.4万股+2,495股+7.25%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#138$197.5万3.5万股$180.3万3.4万股+176股+0.51%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.08%0.11%#43$189.6万3.3万股$183.6万3.5万股-1,858股-5.29%减仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#185$185.5万3.3万股$170.2万3.3万股00.00%持仓不变
LAUREL OAK WEALTH MANAGEMENT, LLC
0.26%0.28%#18$176.1万3.1万股$167.0万3.2万股-1,038股-3.25%减仓

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