13FBOX
WISDOMTREE U.S. SMALLCAP 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. SMALLCAP FUND

EES
持有机构数
172
机构合计市值 (Q2 2026)
$4.46亿
机构合计股数 (Q2 2026)
660.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+35.5万股
63 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.4万股
72 · 11 清仓 · ≈
⚖️ 净额
-4.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.46亿
持有机构数
172
新买入
20
加仓
43
减仓
61
清仓
11
持股不变
48
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#102$5,038.5万74.3万股$4,253.8万76.1万股-1.8万股-2.38%减仓
瑞银集团UBS Group AG
0.01%0.01%#86$4,784.5万70.6万股$4,154.9万71.6万股-9,986股-1.40%减仓
LPL金融LPL Financial LLC
0.01%0.01%#76$4,037.6万59.6万股$3,452.7万59.5万股+808股+0.14%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#111$3,339.6万49.3万股$3,059.1万52.7万股-3.4万股-6.52%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#85$3,022.5万44.6万股$2,628.9万45.3万股-6,990股-1.54%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#60$2,351.9万34.7万股$2,099.1万36.2万股-1.5万股-4.06%减仓
Savant资本Savant Capital, LLC
0.06%0.05%#31$2,137.8万34.0万股$1,005.9万17.3万股+16.7万股+96.36%加仓
Key FInancial Inc
3.26%2.98%#2$1,992.9万29.4万股$1,672.0万28.8万股+5,936股+2.06%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#101$1,000.5万14.8万股$1,185.5万20.4万股-5.7万股-27.73%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#120$981.1万14.5万股$844.5万14.5万股-755股-0.52%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.14%0.15%#20$940.7万13.9万股$909.2万15.7万股-1.8万股-11.41%减仓
Linscomb Wealth, Inc.
0.39%0.36%#10$901.1万13.3万股$803.1万13.8万股-5,416股-3.91%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#123$899.4万13.3万股$749.9万12.9万股+3,501股+2.71%加仓
MarinerMariner, LLC
0.01%0.01%#81$727.5万10.7万股$720.7万12.4万股-1.7万股-13.56%减仓
Shore Point Advisors, LLC
2.13%2.16%#3$636.5万9.4万股$547.3万9.4万股-398股-0.42%减仓
TopTier Wealth Management, LLC
3.82%3.38%#1$632.4万9.3万股$549.9万9.5万股-1,448股-1.53%减仓
Waverly顾问Waverly Advisors, LLC
0.03%0.03%#51$534.5万7.9万股$458.0万7.9万股-60股-0.08%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#124$519.1万7.7万股$455.7万7.8万股-1,913股-2.44%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#144$503.6万7.4万股$273.7万4.7万股+2.7万股+57.57%加仓
Amplius Wealth Advisors, LLC
0.33%0.56%#13$445.1万6.6万股$666.8万11.5万股-4.9万股-42.84%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#92$442.2万6.5万股$240.5万4.1万股+2.4万股+57.48%加仓
CULBERTSON A N & CO INC
0.48%0.46%#7$413.8万6.1万股$358.2万6.2万股-666股-1.08%减仓
NewSquare Capital LLC
0.29%0.28%#14$388.8万5.7万股$325.2万5.6万股+1,338股+2.39%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%<0.01%#91$339.6万5.0万股$272.1万4.7万股+3,215股+6.86%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#156$333.5万4.9万股$278.1万4.9万股+561股+1.15%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.02%#66$325.3万4.8万股$463.4万8.0万股-3.2万股-39.88%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#103$320.3万4.7万股$267.0万4.6万股+1,250股+2.72%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.03%#62$302.3万4.5万股$439.1万7.6万股-3.1万股-41.05%减仓
&Partners&PARTNERS
0.01%0.01%#73$266.6万3.9万股$200.9万3.5万股+4,746股+13.73%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#150$220.9万3.3万股$60.6万1.0万股+2.2万股+211.98%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.06%0.06%#32$190.3万2.8万股$160.5万2.8万股00.00%持仓不变
Atria投资Atria Investments, Inc
0.02%0.03%#63$183.8万2.7万股$256.5万4.4万股-1.7万股-38.66%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#128$175.3万2.6万股$151.4万2.6万股-223股-0.86%减仓
OPTIMA CAPITAL LLC
0.65%0.65%#5$164.4万2.4万股$140.7万2.4万股+10股+0.04%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#98$158.5万2.3万股$140.9万2.4万股-886股-3.65%减仓
LANARK FINANCIAL, INC.
0.1%0.09%#25$148.4万2.2万股$121.3万2.1万股+990股+4.74%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#94$141.2万2.1万股$129.6万2.2万股-1,497股-6.70%减仓
New Perspectives, Inc
0.43%0.42%#9$139.2万2.1万股$121.4万2.1万股-380股-1.82%减仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#61$137.0万2.0万股$00股+2.0万股新买入
HOWARD WEALTH MANAGEMENT, LLC
0.48%0.47%#8$130.0万1.9万股$111.4万1.9万股-5股-0.03%减仓
MOLLER WEALTH PARTNERS
0.23%0.21%#15$124.7万1.8万股$106.8万1.8万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#83$121.3万1.8万股$104.7万1.8万股-149股-0.83%减仓
Avidian Wealth Enterprises, LLC
0.03%0.03%#49$114.5万1.7万股$98.1万1.7万股+1股+0.01%加仓
Three Bearings Fiduciary Advisors, Inc.
1.02%0.96%#4$113.7万1.7万股$99.5万1.7万股-372股-2.17%减仓
Western 财富管理Western Wealth Management, LLC
0.04%0.01%#42$113.6万1.7万股$31.0万5,339股+1.1万股+213.94%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#155$102.9万1.5万股$88.2万1.5万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#163$101.9万1.5万股$87.4万1.5万股-22股-0.15%减仓
Larson Financial 集团Larson Financial Group LLC
0.03%0.03%#53$98.5万1.5万股$85.9万1.5万股-260股-1.76%减仓
TITLEIST ASSET MANAGEMENT, LLC
0.06%0.06%#30$94.0万1.4万股$81.1万1.4万股-110股-0.79%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.03%0.03%#48$85.2万1.3万股$77.6万1.3万股-799股-5.97%减仓

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