13FBOX
WISDOMTREE U.S. EFFICIENT CORE 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. EFFICIENT CORE FUND

NTSX
持有机构数
111
机构合计市值 (Q2 2026)
$7.28亿
机构合计股数 (Q2 2026)
1,233.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.0万股
51 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-258.0万股
48 · 7 清仓 · ≈
⚖️ 净额
-230.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.28亿
持有机构数
111
新买入
13
加仓
38
减仓
41
清仓
7
持股不变
19
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
HALBERT HARGROVE GLOBAL ADVISORS, LLC
13.68%13.63%#2$3.16亿535.6万股$2.83亿541.7万股-6.1万股-1.12%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
1.16%1%#9$6,092.3万103.2万股$5,152.9万98.8万股+4.4万股+4.41%加仓
RATIONAL ADVISORS, INC.
3.98%7.08%#5$4,340.4万73.5万股$6,933.5万129.7万股-56.2万股-43.31%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.3%0.31%#17$3,613.1万61.2万股$3,181.0万61.0万股+1,886股+0.31%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#48$3,272.1万55.4万股$2,940.0万56.4万股-9,633股-1.71%减仓
Professional Financial Advisors, LLC
5.29%5.4%#3$3,060.0万51.8万股$2,651.1万50.8万股+9,843股+1.94%加仓
46 Peaks LLC
14.35%16.82%#1$2,282.5万38.7万股$2,310.2万44.3万股-5.6万股-12.74%减仓
LPL金融LPL Financial LLC
0.01%<0.01%#68$2,248.4万38.1万股$1,830.3万35.1万股+3.0万股+8.49%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#46$1,942.4万32.8万股$1,700.7万32.3万股+4,309股+1.33%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#69$1,443.2万24.4万股$1,323.8万25.4万股-9,438股-3.72%减仓
WJ Interests, LLC
4.39%9.89%#4$1,138.4万19.3万股$2,576.2万49.4万股-30.1万股-60.97%减仓
Perennial Investment Advisors, LLC
0.63%0.67%#11$953.5万16.1万股$837.6万16.1万股+867股+0.54%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#72$902.4万15.3万股$830.5万15.9万股-6,445股-4.05%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#49$762.9万12.9万股$700.0万13.4万股-5,035股-3.75%减仓
Fermata Advisors, LLC
1.41%1.4%#7$694.9万11.8万股$623.2万11.9万股-1,822股-1.52%减仓
Regions金融REGIONS FINANCIAL CORP
0.03%<0.01%#45$567.6万9.6万股$24.1万4,625股+9.1万股+1,978.21%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#100$542.4万9.2万股$355.9万7.0万股+2.2万股+31.44%加仓
Bravias Capital Group, LLC
3.1%2.93%#6$522.3万8.8万股$447.9万8.6万股+2,557股+2.98%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#65$492.5万8.3万股$395.1万7.6万股+7,646股+10.09%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#50$477.2万8.1万股$442.5万8.5万股-4,034股-4.75%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#101$415.7万7.0万股$375.6万7.0万股+732股+1.05%加仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#71$380.4万6.4万股$290.8万5.6万股+8,668股+15.55%加仓
RHS Financial, LLC
1.25%1.24%#8$310.1万5.3万股$262.6万5.0万股+2,165股+4.30%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#75$294.9万5.0万股$263.1万5.0万股-522股-1.03%减仓
Leading Edge Financial Planning LLC
0.46%0.44%#14$258.4万4.4万股$207.8万4.0万股+3,902股+9.79%加仓
Insight Wealth Strategies, LLC
0.22%0.22%#22$230.1万3.9万股$195.9万3.8万股+1,482股+3.94%加仓
Morton Capital Management LLC/CA
0.27%0.26%#19$195.7万3.3万股$172.4万3.3万股+90股+0.27%加仓
Golden State Wealth Management, LLC
0.15%0.17%#25$165.0万2.8万股$153.3万2.9万股-1,460股-4.97%减仓
Ausdal Financial Partners, Inc.
0.06%0.07%#40$147.4万2.5万股$150.4万2.9万股-3,872股-13.42%减仓
Innova Wealth Partners
0.56%0.56%#13$136.8万2.3万股$118.9万2.3万股+362股+1.59%加仓
Herold Advisors, Inc.
0.27%0.27%#18$135.7万2.3万股$125.2万2.4万股-1,000股-4.17%减仓
Sierra Capital LLC
0.12%0.13%#29$126.6万2.1万股$111.8万2.1万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#78$123.3万2.1万股$108.9万2.1万股+2股+0.01%加仓
HOWARD BAILEY SECURITIES, LLC
0.44%0.51%#15$117.4万2.0万股$125.0万2.4万股-4,084股-17.04%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.04%0.04%#44$112.0万1.9万股$100.0万1.9万股-200股-1.04%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#84$107.3万1.8万股$99.7万1.9万股-951股-4.97%减仓
XY Planning Network, Inc.
0.13%0.15%#27$106.5万1.8万股$91.7万1.8万股+518股+2.96%加仓
Wright Wealth LLC
0.63%0.62%#12$104.6万1.8万股$93.1万1.8万股-131股-0.73%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#102$92.8万1.6万股$84.4万1.6万股-465股-2.87%减仓
United Advisor Group, LLC
0.1%0.09%#34$91.3万1.5万股$75.4万1.4万股+1,004股+6.95%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#81$86.5万1.5万股$86.1万1.7万股-1,867股-11.31%减仓
Bison Wealth, LLC
0.08%0.08%#37$85.4万1.4万股$87.5万1.5万股-527股-3.53%减仓
Accurate Wealth Management, LLC
0.08%0.13%#36$82.7万1.4万股$108.5万2.0万股-6,045股-30.23%减仓
ORBA Wealth Advisors, L.L.C.
0.7%1.07%#10$82.2万1.4万股$90.1万1.7万股-3,361股-19.45%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#94$82.1万1.4万股$72.5万1.4万股00.00%持仓不变
WealthPlan Investment Management, LLC
0.04%0.04%#41$79.1万1.3万股$77.2万1.5万股-1,410股-9.52%减仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
0.02%0.02%#54$77.5万1.3万股$69.0万1.3万股-103股-0.78%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#70$75.8万1.3万股$66.8万1.3万股+35股+0.27%加仓
Frontier Asset Management, LLC
0.13%0.14%#28$72.1万1.2万股$68.4万1.3万股-902股-6.88%减仓
NDWM LLC
0.41%0.4%#16$70.0万1.2万股$62.3万1.2万股-99股-0.83%减仓

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