13FBOX
WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND

WTAI
持有机构数
161
机构合计市值 (Q2 2026)
$2.88亿
机构合计股数 (Q2 2026)
614.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+110.7万股
98 · 54 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-72.1万股
43 · 14 清仓 · ≈
⚖️ 净额
+38.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.88亿
持有机构数
161
新买入
54
加仓
44
减仓
29
清仓
14
持股不变
34
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
0.01%0.01%#79$4,311.9万90.8万股$2,015.9万71.4万股+19.4万股+27.20%加仓
Horizon Wealth Management, LLC
2.17%2.28%#2$1,702.7万35.9万股$1,552.9万55.0万股-19.1万股-34.80%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#109$1,557.5万32.8万股$796.1万28.2万股+4.6万股+16.33%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.03%#36$1,426.6万30.1万股$793.3万28.1万股+2.0万股+6.94%加仓
汉考克勘探Hancock Prospecting Pty Ltd
0.23%0.23%#9$1,303.1万27.5万股$774.9万27.5万股00.00%持仓不变
咨询服务网络Advisory Services Network, LLC
0.15%0.1%#15$1,281.6万27.0万股$769.7万27.3万股-2,650股-0.97%减仓
Quattro Advisors LLC
7.86%6.18%#1$1,181.9万24.9万股$712.8万25.2万股-3,527股-1.40%减仓
AssetMarkASSETMARK, INC
0.02%0.02%#56$1,139.7万24.0万股$1,130.1万40.0万股-16.0万股-40.03%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#139$1,040.8万22.7万股$688.8万25.8万股-3.0万股-11.80%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#133$969.3万20.4万股$00股+20.4万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#117$861.2万18.1万股$339.7万12.0万股+6.1万股+50.78%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#141$670.4万14.1万股$450.1万15.9万股-1.8万股-11.42%减仓
Advocacy Wealth Management, LLC
0.28%0.28%#7$641.0万22.7万股$641.0万22.7万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#89$570.9万12.0万股$333.7万11.8万股+2,054股+1.74%加仓
繁荣金融服务Prospera Financial Services Inc
0.07%0.05%#25$475.3万10.0万股$280.7万9.9万股+683股+0.69%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#95$472.6万10.0万股$265.6万9.4万股+5,488股+5.83%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#97$452.0万9.5万股$293.1万10.4万股-8,587股-8.27%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.06%0.04%#29$398.4万8.4万股$235.6万8.3万股+459股+0.55%加仓
Tradition Wealth Management, LLC
0.23%0.14%#10$372.8万7.9万股$202.9万7.2万股+6,643股+9.24%加仓
Berbice Capital Management LLC
1.84%0.48%#3$355.8万7.5万股$74.1万2.6万股+4.9万股+185.67%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%<0.01%#100$335.3万7.1万股$264.0万9.4万股-2.3万股-24.46%减仓
AdvisorNet Financial, Inc
0.15%0.1%#14$333.9万7.0万股$200.0万7.1万股-496股-0.70%减仓
CLG LLC
0.72%#4$326.4万6.9万股$00股+6.9万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#114$310.1万6.5万股$183.5万6.5万股+304股+0.47%加仓
Janney Montgomery Scott LLC
0.01%<0.01%#93$302.2万6.4万股$185.1万6.6万股-1,893股-2.89%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#113$285.0万6.0万股$134.1万4.7万股+1.3万股+26.42%加仓
Integrated Advisors Network LLC
0.12%0.04%#18$263.0万5.5万股$72.7万2.6万股+3.0万股+115.32%加仓
WADDELL & ASSOCIATES, LLC
0.13%0.08%#16$256.8万5.4万股$150.2万5.3万股+878股+1.65%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#76$235.0万5.0万股$153.3万5.4万股-4,788股-8.82%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.1%0.07%#21$216.0万4.6万股$119.0万4.2万股+3,356股+7.96%加仓
GFS Advisors, LLC
0.19%#12$179.7万10股$00股+10股新买入
现代财富管理Modern Wealth Management, LLC
0.02%#61$152.4万3.2万股$00股+3.2万股新买入
马歇尔·韦斯MARSHALL WACE, LLP
<0.01%#127$149.2万3.1万股$00股+3.1万股新买入
NWAM LLC
0.07%0.04%#26$136.3万2.9万股$74.4万2.6万股+2,346股+8.90%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#111$131.1万2.8万股$72.3万2.6万股+1,994股+7.78%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#112$128.4万2.7万股$46.7万1.7万股+1.1万股+63.55%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#138$115.2万2.4万股$68.0万2.4万股+179股+0.74%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.04%0.03%#42$111.6万2.3万股$70.6万2.5万股-1,510股-6.04%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#55$107.3万2.3万股$00股+2.3万股新买入
Clearstead顾问Clearstead Advisors, LLC
0.01%<0.01%#78$104.7万2.2万股$48.4万1.7万股+4,900股+28.57%加仓
WMG Financial Advisors, LLC
0.36%0.19%#5$96.5万2.0万股$45.5万1.6万股+4,200股+26.03%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#149$96.4万2.0万股$308.5万10.9万股-8.9万股-81.42%减仓
Kovack Advisors, Inc.
0.05%0.01%#37$95.7万2.1万股$23.4万8,079股+1.3万股+154.94%加仓
Ausdal Financial Partners, Inc.
0.04%0.02%#41$94.2万2.0万股$55.3万2.0万股+243股+1.24%加仓
Bison Wealth, LLC
0.09%0.09%#22$93.6万2.1万股$94.5万2.3万股-1,513股-6.62%减仓
Solstein Capital, LLC
0.3%#6$89.2万1.9万股$00股+1.9万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#147$87.5万1.8万股$37.6万1.3万股+5,108股+38.34%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#132$82.6万1.7万股$48.7万1.7万股+145股+0.84%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#83$79.7万1.7万股$46.5万1.6万股+298股+1.81%加仓
INTEGRITY ALLIANCE, LLC.
0.02%0.02%#51$76.1万1.6万股$43.3万1.5万股+699股+4.56%加仓

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