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WISDOMTREE U.S. LARGECAP FUND · 13F 机构持仓分析
期权收益计算器 机构排行
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WISDOMTREE U.S. LARGECAP FUND

EPS
持有机构数
173
机构合计市值 (Q2 2026)
$9.95亿
机构合计股数 (Q2 2026)
1,279.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+150.2万股
81 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-206.6万股
61 · 15 清仓 · ≈
⚖️ 净额
-56.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.95亿
持有机构数
173
新买入
17
加仓
64
减仓
46
清仓
15
持股不变
46
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
Fiduciary信托FIDUCIARY TRUST CO
1.5%1.5%#11$1.38亿177.9万股$1.27亿185.9万股-8.1万股-4.33%减仓
LPL金融LPL Financial LLC
0.03%0.03%#72$1.27亿163.9万股$1.03亿151.2万股+12.6万股+8.35%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#110$7,225.7万92.9万股$6,294.3万91.3万股+1.6万股+1.74%加仓
Garrett Wealth Advisory Group, LLC
9%9.08%#2$5,855.3万75.3万股$5,108.5万75.0万股+2,679股+0.36%加仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.05%#58$5,345.2万68.7万股$4,495.4万66.0万股+2.7万股+4.11%加仓
Private Advisor集团Private Advisor Group, LLC
0.24%0.22%#28$5,169.9万66.5万股$4,724.1万69.4万股-2.9万股-4.18%减仓
INTEGRITY ALLIANCE, LLC.
1.37%0.68%#13$4,378.9万56.3万股$1,787.5万26.2万股+30.0万股+114.48%加仓
WealthPlan Investment Management, LLC
1.99%1.74%#8$4,017.0万51.6万股$3,127.2万45.9万股+5.7万股+12.47%加仓
Team Financial Group, LLC
15.11%13.94%#1$3,558.2万45.7万股$3,070.2万45.1万股+6,638股+1.47%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.1%0.07%#47$2,973.3万38.2万股$1,915.3万28.1万股+10.1万股+35.92%加仓
Financial Gravity Companies, Inc.
3.84%#4$2,367.2万30.4万股$00股+30.4万股新买入
IEQ资本IEQ CAPITAL, LLC
0.1%0.08%#48$2,062.6万26.5万股$1,806.0万26.5万股00.00%持仓不变
FLAGSHIP WEALTH ADVISORS, LLC
4.07%2.11%#3$1,820.1万23.4万股$492.0万7.7万股+15.7万股+204.42%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#97$1,547.1万19.9万股$1,340.5万19.7万股+2,069股+1.05%加仓
Stenger Family Office, LLC
2.32%2.31%#6$1,433.0万18.4万股$1,307.5万19.2万股-7,748股-4.04%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#140$1,364.6万17.5万股$1,303.4万19.1万股-1.6万股-8.33%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#143$1,335.5万17.2万股$1,110.7万16.8万股+4,756股+2.84%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#86$1,097.4万14.1万股$963.2万14.1万股-352股-0.25%减仓
Maia Wealth LLC
1.37%1.11%#12$931.1万12.0万股$655.6万9.6万股+2.3万股+24.35%加仓
东方银行EASTERN BANK
0.14%0.13%#38$911.0万11.7万股$750.1万11.0万股+6,970股+6.33%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.17%0.04%#35$835.3万10.7万股$115.0万1.7万股+9.0万股+535.73%加仓
Marietta Wealth Management, LLC
0.8%0.81%#15$773.8万9.9万股$678.3万10.0万股-114股-0.11%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#139$702.2万9.0万股$595.0万8.7万股+2,912股+3.33%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#108$692.0万8.9万股$611.4万9.0万股-815股-0.91%减仓
VISTA INVESTMENT MANAGEMENT
1.99%1.92%#9$661.5万8.5万股$576.8万8.5万股+353股+0.42%加仓
NewSquare Capital LLC
0.47%0.47%#18$635.0万8.2万股$540.5万7.9万股+2,268股+2.86%加仓
TopTier Wealth Management, LLC
3.77%3.36%#5$624.3万8.0万股$546.0万8.0万股+91股+0.11%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.08%0.08%#50$609.1万7.8万股$515.5万7.6万股+2,624股+3.47%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#136$588.8万7.6万股$528.4万7.8万股-1,898股-2.45%减仓
WealthPLAN Partners, LLC
1.12%0.55%#14$587.3万7.5万股$285.6万4.2万股+3.4万股+80.03%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#124$577.3万7.4万股$489.3万7.2万股+2,362股+3.29%加仓
TOWLE & CO
1.63%1.03%#10$481.6万6.2万股$264.3万3.9万股+2.3万股+59.55%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#125$459.9万6.0万股$334.1万5.0万股+9,750股+19.35%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#152$404.9万5.2万股$274.5万4.0万股+1.2万股+29.15%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.04%0.04%#65$392.7万5.0万股$346.7万5.1万股-419股-0.82%减仓
Integrity Advisory Solutions, LLC
0.38%0.13%#20$373.4万4.8万股$97.7万1.4万股+3.4万股+234.58%加仓
LOWE BROCKENBROUGH & CO INC
0.16%0.16%#37$359.8万4.6万股$315.0万4.6万股00.00%持仓不变
Betterment智能投顾Betterment LLC
0.01%0.01%#101$343.8万4.4万股$316.4万4.6万股-2,260股-4.86%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#137$343.6万4.4万股$299.7万4.4万股+162股+0.37%加仓
AssuredPartners Investment Advisors, LLC
0.32%0.32%#21$334.9万4.3万股$297.8万4.3万股-127股-0.29%减仓
WealthPoint Financial, LLC
2.16%2.13%#7$295.8万3.8万股$254.8万3.7万股+619股+1.65%加仓
BEACON FINANCIAL GROUP
0.26%0.26%#25$291.3万3.7万股$258.5万3.8万股-509股-1.34%减仓
Systelligence, LLC
0.47%1.9%#17$281.9万3.6万股$977.3万14.3万股-10.7万股-74.75%减仓
Pine Valley Investments Ltd Liability Co
0.11%0.09%#44$281.0万3.6万股$195.0万2.9万股+7,500股+26.20%加仓
ROCKLAND 信托ROCKLAND TRUST CO
0.11%0.1%#45$276.6万3.6万股$242.5万3.6万股-52股-0.15%减仓
LongView Wealth Management
0.71%0.6%#16$275.0万3.5万股$238.5万3.3万股+2,532股+7.72%加仓
Modera财富管理Modera Wealth Management, LLC
0.03%0.03%#70$271.8万3.5万股$237.9万3.5万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#151$242.0万3.1万股$178.0万2.6万股+4,993股+19.11%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#148$215.5万2.8万股$440.9万6.5万股-3.7万股-57.21%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.04%0.04%#62$204.4万2.6万股$187.4万2.5万股+1,225股+4.86%加仓

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