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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 TRDTH
持有机构数
129
机构合计市值 (Q2 2026)
$4.51亿
机构合计股数 (Q2 2026)
833.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+146.3万股
76 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-94.8万股
48 · 13 清仓 · ≈
⚖️ 净额
+51.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.51亿
持有机构数
129
新买入
31
加仓
45
减仓
35
清仓
13
持股不变
18
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#73$8,393.8万155.1万股$8,602.4万159.0万股-3.9万股-2.46%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#87$5,084.6万94.0万股$3,856.6万78.5万股+15.5万股+19.76%加仓
LPL金融LPL Financial LLC
0.01%0.01%#64$4,188.0万77.4万股$4,942.2万91.4万股-14.0万股-15.29%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#81$2,182.0万40.3万股$682.0万12.6万股+27.7万股+219.81%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#77$1,636.1万30.2万股$871.7万16.1万股+14.1万股+87.62%加仓
TCP Asset Management, LLC
1.69%1.86%#5$1,492.4万27.6万股$1,449.4万26.8万股+7,835股+2.92%加仓
Freedom Day Solutions, LLC
2.48%2.66%#4$1,119.5万20.7万股$991.5万18.3万股+2.4万股+12.87%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.02%#60$920.2万17.0万股$884.0万16.3万股+6,621股+4.05%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.04%0.04%#44$847.3万15.7万股$819.4万15.1万股+5,099股+3.37%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%#46$805.6万14.9万股$00股+14.9万股新买入
Stonebridge Wealth Management, LLC
7.17%7.5%#1$800.6万14.8万股$783.0万14.5万股+3,208股+2.22%加仓
Madrid Financial Services
4.21%3.96%#2$794.9万14.7万股$670.5万12.4万股+2.3万股+18.51%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#92$734.5万13.6万股$662.0万12.2万股+1.3万股+10.91%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#110$683.8万12.6万股$391.7万7.2万股+5.4万股+74.51%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.03%0.05%#48$608.1万11.2万股$618.3万11.4万股-1,936股-1.69%减仓
American Alpha Advisors, LLC
3.22%2.8%#3$596.9万11.0万股$527.4万9.8万股+1.3万股+13.15%加仓
CAHILL FINANCIAL ADVISORS INC
0.52%0.59%#11$538.2万9.9万股$543.6万10.1万股-1,038股-1.03%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#109$502.2万9.3万股$00股+9.3万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#72$492.2万9.1万股$452.2万8.4万股+7,364股+8.81%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#51$459.3万8.5万股$465.6万8.6万股-1,202股-1.40%减仓
Peregrine Asset Advisers, Inc.
0.98%1.25%#6$451.0万8.3万股$466.0万8.6万股-2,802股-3.25%减仓
Cooper Financial Group
0.36%0.43%#15$437.8万8.1万股$426.5万7.9万股+2,051股+2.60%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.08%0.08%#36$414.1万7.7万股$414.1万7.7万股-34股-0.04%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.09%0.1%#33$402.0万7.4万股$392.8万7.3万股+1,680股+2.31%加仓
Greenleaf信托GREENLEAF TRUST
0.04%0.04%#45$387.4万7.2万股$386.1万7.1万股+205股+0.29%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#74$382.5万7.1万股$381.9万7.1万股+89股+0.13%加仓
Evanson Financial, LLC
0.18%#19$369.7万6.8万股$00股+6.8万股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%#39$364.9万6.7万股$00股+6.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#76$360.4万6.7万股$369.0万6.8万股-1,613股-2.36%减仓
Patten Group, Inc.
0.53%0.58%#9$339.5万6.3万股$336.5万6.2万股+539股+0.87%加仓
Dorsey Wright & Associates
0.56%#8$331.3万6.1万股$00股+6.1万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#112$330.6万6.1万股$519.4万9.6万股-3.5万股-36.37%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#86$324.9万6.0万股$150.8万2.8万股+3.2万股+115.40%加仓
Moors & Cabot, Inc.
0.12%0.12%#31$297.0万5.5万股$289.4万5.4万股+1,376股+2.57%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#113$282.4万5.2万股$258.2万4.8万股+4,489股+9.41%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#79$241.0万4.5万股$234.1万4.3万股+1,262股+2.92%加仓
Farmers National Bank
0.5%0.55%#12$240.0万4.4万股$249.5万4.6万股-1,780股-3.86%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#100$232.8万4.3万股$208.8万4.0万股+3,396股+8.52%加仓
Formidable Asset Management, LLC
0.37%0.34%#14$232.6万4.3万股$222.3万4.3万股-80股-0.19%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.04%0.04%#47$232.0万4.3万股$228.0万4.2万股+729股+1.73%加仓
Wealthcare Capital Partners, LLC
0.96%1.07%#7$232.0万4.3万股$228.0万4.2万股+729股+1.73%加仓
Lansing Street Advisors
0.49%0.6%#13$229.5万4.2万股$236.7万4.4万股-1,353股-3.09%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.03%#50$220.9万4.1万股$224.8万4.2万股-739股-1.78%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#89$207.0万3.8万股$202.5万3.7万股+814股+2.17%加仓
Crescent Grove Advisors, LLC
0.17%0.2%#21$204.5万3.8万股$204.5万3.8万股00.00%持仓不变
WealthPlan Investment Management, LLC
0.1%0.12%#32$203.1万3.8万股$209.1万3.9万股-1,122股-2.90%减仓
Janney Montgomery Scott LLC
<0.01%#78$195.7万3.6万股$00股+3.6万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#120$188.9万3.5万股$187.1万3.5万股-609股-1.72%减仓
MarinerMariner, LLC
<0.01%0.02%#93$187.0万3.5万股$1,761.7万32.6万股-29.1万股-89.39%减仓
ShoreHaven Wealth Partners, LLC
0.52%0.62%#10$165.9万3.1万股$172.3万3.2万股-1,194股-3.75%减仓

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