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

WISDOMTREE TRQGRW
持有机构数
163
机构合计市值 (Q2 2026)
$21.97亿
机构合计股数 (Q2 2026)
3,331.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+536.9万股
119 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-372.7万股
44 · 16 清仓 · ≈
⚖️ 净额
+164.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$21.97亿
持有机构数
163
新买入
30
加仓
89
减仓
28
清仓
16
持股不变
16
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%0.05%#58$3.19亿483.7万股$1.84亿345.1万股+138.5万股+40.14%加仓
Retirement Planning 集团Retirement Planning Group, LLC
7.62%7.17%#4$3.00亿454.1万股$2.31亿433.1万股+21.0万股+4.84%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#103$2.08亿314.4万股$1.30亿226.1万股+88.2万股+39.02%加仓
Trust Point Inc.
13.89%11.65%#3$1.64亿247.8万股$1.34亿251.0万股-3.2万股-1.28%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#106$1.41亿213.7万股$1.09亿203.9万股+9.8万股+4.78%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1.12%0.94%#19$7,661.0万116.0万股$5,455.4万102.1万股+13.9万股+13.63%加仓
Private Advisor集团Private Advisor Group, LLC
0.34%0.33%#37$7,350.1万111.3万股$6,958.0万130.2万股-18.9万股-14.52%减仓
RVW Wealth, LLC
4.67%4.44%#11$7,086.6万107.3万股$5,693.7万106.6万股+7,601股+0.71%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#94$6,022.9万91.2万股$4,232.8万79.2万股+12.0万股+15.14%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.88%#22$4,573.1万69.3万股$00股+69.3万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#104$4,501.7万68.2万股$2,867.4万53.7万股+14.5万股+27.04%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.06%0.05%#63$3,623.7万54.9万股$2,703.7万50.6万股+4.3万股+8.45%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.2%#73$3,569.0万54.1万股$1.90亿354.9万股-300.9万股-84.77%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#119$3,410.3万51.6万股$2,817.7万52.7万股-1.1万股-2.06%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.1%0.07%#51$3,141.3万47.6万股$1,783.2万33.4万股+14.2万股+42.54%加仓
COLUMBIA ADVISORY PARTNERS LLC
15.9%14.53%#2$2,883.1万43.7万股$2,276.4万42.6万股+1.1万股+2.49%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.02%#85$2,835.3万42.9万股$2,087.1万39.1万股+3.9万股+9.92%加仓
Quattro Advisors LLC
15.96%12.26%#1$2,398.0万36.3万股$1,414.9万26.5万股+9.8万股+37.14%加仓
Prestige Wealth Management Group LLC
4.32%3.77%#13$2,382.3万36.1万股$1,919.6万35.9万股+1,521股+0.42%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#82$2,360.8万35.8万股$1,904.6万35.6万股+1,053股+0.30%加仓
Ritter Daniher Financial Advisory LLC / DE
3.47%3.05%#14$2,280.6万34.5万股$1,795.7万33.6万股+9,312股+2.77%加仓
Legacy Financial Advisors, Inc.
2.71%2.49%#15$2,223.4万33.7万股$1,781.0万33.3万股+3,388股+1.02%加仓
Western 财富管理Western Wealth Management, LLC
0.65%0.19%#26$1,985.9万30.1万股$491.2万9.2万股+20.9万股+227.16%加仓
Etesian Wealth Advisors, Inc.
5.81%5.03%#7$1,965.9万29.8万股$1,575.1万29.5万股+2,932股+0.99%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.59%0.51%#29$1,808.4万27.7万股$1,420.6万27.7万股00.00%持仓不变
FLYNN ZITO CAPITAL MANAGEMENT, LLC
4.61%4.03%#12$1,697.2万25.7万股$1,261.9万23.6万股+2.1万股+8.83%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#107$1,668.6万25.3万股$1,477.3万27.6万股-2.4万股-8.60%减仓
Sound Income Strategies, LLC
0.7%0.53%#23$1,568.9万23.8万股$1,098.4万20.3万股+3.5万股+17.02%加仓
RESOLUTE CAPITAL, LLC
4.83%5.23%#10$1,398.7万21.2万股$1,291.8万24.2万股-3.0万股-12.39%减仓
Janney Montgomery Scott LLC
0.03%<0.01%#84$1,360.1万20.6万股$21.9万4,100股+20.2万股+4,924.07%加仓
GLR Partners, LLC
6.32%5.75%#6$1,357.6万20.6万股$1,053.7万19.7万股+8,383股+4.25%加仓
tru Independence LLC
5.66%5.26%#8$1,294.3万19.6万股$1,063.4万19.9万股-3,019股-1.52%减仓
Atria投资Atria Investments, Inc
0.13%0.12%#48$1,279.2万19.4万股$1,031.5万19.3万股+671股+0.35%加仓
Oxinas Partners, LLC
4.96%4.53%#9$1,257.9万19.1万股$992.1万18.6万股+4,816股+2.59%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#101$1,197.9万18.1万股$972.2万18.2万股-530股-0.29%减仓
Centurion Wealth Management LLC
2.55%1.35%#16$1,066.4万16.2万股$599.5万11.2万股+4.9万股+43.95%加仓
顶峰金融Summit Financial, LLC
0.11%0.03%#49$983.1万14.9万股$249.9万4.7万股+10.2万股+218.31%加仓
LANARK FINANCIAL, INC.
0.59%0.44%#30$865.8万13.1万股$582.4万10.9万股+2.2万股+20.29%加仓
Vericrest Private Wealth
7.59%5.27%#5$842.6万12.8万股$587.8万11.0万股+1.8万股+16.00%加仓
United Advisor Group, LLC
0.67%0.12%#24$630.7万9.6万股$98.7万1.8万股+7.7万股+417.04%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#98$609.5万9.2万股$478.0万8.9万股+2,845股+3.18%加仓
KPP Advisory Services LLC
0.66%0.29%#25$522.9万7.9万股$202.9万3.8万股+4.1万股+108.54%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#113$509.8万7.7万股$279.3万5.2万股+2.5万股+47.69%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.07%0.05%#56$486.4万7.4万股$289.3万5.4万股+2.0万股+36.04%加仓
Avestar Capital, LLC
0.27%0.25%#39$482.6万7.3万股$392.0万7.3万股-269股-0.37%减仓
Equitable控股Equitable Holdings, Inc.
0.03%0.02%#81$467.8万7.1万股$376.6万6.4万股+6,648股+10.36%加仓
Herold Advisors, Inc.
0.88%0.71%#21$445.3万6.7万股$323.8万6.1万股+6,806股+11.23%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.16%0.15%#45$418.0万6.3万股$339.4万6.4万股-207股-0.33%减仓
Formidable Asset Management, LLC
0.65%0.5%#27$410.8万7.7万股$322.4万5.5万股+2.2万股+39.92%加仓
全球退休合伙人Global Retirement Partners, LLC
0.06%#61$403.4万6.1万股$00股+6.1万股新买入

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