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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 TRDOL
持有机构数
129
机构合计市值 (Q2 2026)
$6.54亿
机构合计股数 (Q2 2026)
876.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+32.1万股
54 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.5万股
59 · 16 清仓 · ≈
⚖️ 净额
+1.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.54亿
持有机构数
129
新买入
14
加仓
40
减仓
43
清仓
16
持股不变
32
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
Creative Planning财富管理Creative Planning
0.12%0.12%#17$2.00亿268.8万股$1.83亿269.7万股-8,752股-0.32%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#67$8,309.8万111.7万股$6,163.3万99.0万股+12.7万股+12.87%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.31%0.32%#8$6,341.7万85.3万股$5,833.4万85.8万股-5,233股-0.61%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#84$2,738.8万36.9万股$2,400.6万36.4万股+5,588股+1.54%加仓
Cascade Financial Partners, LLC
1.99%1.89%#2$2,287.0万30.8万股$1,832.6万27.0万股+3.8万股+14.09%加仓
Key FInancial Inc
3.73%3.89%#1$2,277.9万30.6万股$2,184.6万32.1万股-1.5万股-4.67%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#74$2,276.5万30.6万股$2,117.2万31.1万股-5,283股-1.70%减仓
BIP Wealth, LLC
0.64%0.81%#5$2,245.3万30.2万股$1,991.2万29.3万股+9,043股+3.09%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#69$1,883.9万25.3万股$1,622.9万23.9万股+1.5万股+6.13%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#93$1,497.4万20.1万股$1,402.8万20.6万股-4,976股-2.41%减仓
M&T银行M&T BANK CORP
0.03%0.03%#36$961.9万12.9万股$877.5万12.9万股+275股+0.21%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#48$929.4万12.5万股$853.1万12.5万股-512股-0.41%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.14%0.15%#15$920.1万10.8万股$899.3万10.9万股-620股-0.57%减仓
Avidian Wealth Enterprises, LLC
0.23%0.24%#9$836.9万11.3万股$754.1万11.1万股+1,619股+1.46%加仓
Evernest Financial Advisors, LLC
1.42%1.38%#4$680.7万9.2万股$662.2万9.2万股-867股-0.94%减仓
Powers Advisory Group, LLC
1.9%2.01%#3$604.8万8.1万股$568.6万8.4万股-2,313股-2.77%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#94$590.2万7.9万股$509.9万7.5万股+4,361股+5.81%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#97$588.3万7.9万股$521.9万7.7万股+2,355股+3.07%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#49$572.6万7.7万股$355.4万5.2万股+2.5万股+47.27%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#58$545.3万7.3万股$546.7万8.0万股-7,078股-8.80%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#87$500.2万6.7万股$399.2万5.9万股+8,547股+14.56%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#80$475.6万6.4万股$455.9万6.7万股-3,098股-4.62%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#70$455.0万6.1万股$423.2万6.2万股-1,066股-1.71%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#59$405.2万5.4万股$383.9万5.6万股-1,978股-3.50%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#98$363.7万4.9万股$162.6万2.4万股+2.5万股+105.35%加仓
Gladstone Institutional Advisory LLC
0.1%0.11%#21$317.3万4.3万股$292.2万4.3万股-308股-0.72%减仓
SMITH, MOORE & CO.
0.17%0.19%#12$269.3万3.2万股$261.7万3.2万股00.00%持仓不变
GHP Investment Advisors, Inc.
0.1%0.11%#23$264.0万3.1万股$260.8万3.1万股-515股-1.64%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#38$235.0万3.2万股$220.9万3.2万股-890股-2.74%减仓
Western 财富管理Western Wealth Management, LLC
0.08%0.08%#26$233.1万3.1万股$197.8万2.9万股+2,259股+7.77%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#106$220.9万3.0万股$194.8万2.9万股+1,048股+3.66%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.02%#46$217.2万2.9万股$201.9万3.0万股-481股-1.62%减仓
First Heartland Consultants, Inc.
0.14%0.24%#16$215.0万2.9万股$309.6万4.6万股-1.7万股-36.51%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#118$209.8万2.8万股$549.2万8.1万股-5.3万股-65.08%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#55$202.4万2.4万股$154.9万1.9万股+5,048股+26.99%加仓
JFS WEALTH ADVISORS, LLC
0.1%0.1%#20$202.0万2.7万股$174.2万2.6万股+1,539股+6.01%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#125$191.1万2.6万股$160.7万2.4万股+2,067股+8.75%加仓
MarinerMariner, LLC
<0.01%<0.01%#81$190.0万2.6万股$204.3万3.0万股-4,497股-14.96%减仓
HOWE & RUSLING INC
0.08%0.08%#25$142.1万1.9万股$124.2万1.8万股+830股+4.54%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#72$115.4万1.6万股$121.3万1.8万股-2,319股-13.00%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#66$111.1万1.5万股$102.5万1.5万股-125股-0.83%减仓
Atria投资Atria Investments, Inc
0.01%0.02%#53$103.6万1.4万股$170.3万2.5万股-1.1万股-44.35%减仓
FLOW TRADERS U.S. LLC
0.04%0.03%#32$91.3万1.2万股$104.9万1.5万股-3,149股-20.41%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#122$88.8万1.2万股$100.0万1.5万股-2,769股-18.82%减仓
Evanson Financial, LLC
0.04%#30$86.9万1.2万股$00股+1.2万股新买入
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#101$86.5万1.2万股$79.0万1.2万股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#86$85.8万1.2万股$78.5万1.2万股-17股-0.15%减仓
Institute for Wealth Management, LLC.
0.07%0.08%#28$81.7万1.1万股$74.8万1.1万股-24股-0.22%减仓
Herold Advisors, Inc.
0.16%0.13%#14$78.6万1.1万股$61.3万9,016股+1,556股+17.26%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.02%#39$77.3万1.0万股$71.2万1.0万股-76股-0.73%减仓

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