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WISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH 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. SMALLCAPQUALITY DIVIDEND GROWTH FUND

DGRS
持有机构数
131
机构合计市值 (Q2 2026)
$2.34亿
机构合计股数 (Q2 2026)
394.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+38.6万股
54 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.8万股
57 · 9 清仓 · ≈
⚖️ 净额
-20.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.34亿
持有机构数
131
新买入
15
加仓
39
减仓
48
清仓
9
持股不变
29
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%#55$3,665.1万61.8万股$2,959.6万55.9万股+5.9万股+10.50%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#82$3,176.1万53.5万股$2,111.8万42.3万股+11.3万股+26.64%加仓
Stonebridge Financial Group, LLC
1.3%1.23%#4$1,720.1万29.0万股$1,491.2万28.2万股+8,221股+2.92%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$995.9万16.8万股$955.9万18.1万股-1.3万股-7.04%减仓
LVM CAPITAL MANAGEMENT LTD/MI
0.74%0.73%#6$881.3万14.8万股$763.1万14.4万股+4,386股+3.04%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#76$841.1万14.2万股$1,202.0万22.7万股-8.5万股-37.56%减仓
United Advisor Group, LLC
0.8%0.81%#5$758.0万12.8万股$660.2万12.5万股+3,036股+2.44%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#56$692.1万11.7万股$98.8万1.9万股+9.8万股+525.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#59$604.3万10.2万股$555.6万10.5万股-3,107股-2.96%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#91$591.9万10.0万股$562.8万10.6万股-6,551股-6.16%减仓
现代财富管理Modern Wealth Management, LLC
0.07%0.09%#32$578.3万9.7万股$500.7万9.4万股+3,402股+3.62%加仓
XML Financial, LLC
0.42%0.44%#11$576.5万9.7万股$546.4万10.3万股-6,056股-5.87%减仓
Linscomb Wealth, Inc.
0.25%0.24%#14$571.0万9.6万股$533.3万10.1万股-4,490股-4.46%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#92$498.1万8.4万股$475.2万9.0万股-5,811股-6.48%减仓
COLUMBIA ADVISORY PARTNERS LLC
2.6%2.66%#2$471.8万7.9万股$416.7万7.9万股+801股+1.02%加仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.01%0.01%#63$375.6万6.3万股$447.1万8.4万股-2.1万股-25.05%减仓
Stonebridge Wealth Management, LLC
3.25%3.36%#1$362.9万6.1万股$351.1万6.6万股-5,147股-7.76%减仓
Philip James Wealth Mangement, LLC
0.35%0.34%#12$313.3万5.3万股$292.3万5.5万股-2,413股-4.37%减仓
Independent Advisor Alliance
0.07%0.03%#33$287.1万4.8万股$287.9万5.4万股-5,978股-11.00%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.03%0.03%#40$266.3万4.5万股$247.5万4.7万股-1,864股-3.99%减仓
Dickmeyer Boyce Financial Management, Inc.
1.33%1.32%#3$256.4万4.3万股$224.1万4.2万股+890股+2.10%加仓
Strategic Financial Concepts, LLC
0.71%0.48%#8$238.5万4.0万股$195.5万3.7万股+3,266股+8.85%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.02%0.02%#44$213.8万3.6万股$190.7万3.6万股00.00%持仓不变
CERTUITY, LLC
0.1%0.12%#24$210.8万3.6万股$188.1万3.6万股-5股-0.01%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#71$197.6万3.3万股$176.4万3.3万股-10股-0.03%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#53$191.5万3.2万股$156.2万2.9万股+2,761股+9.36%加仓
LifeWealth Investments, LLC
0.5%0.45%#9$188.9万3.2万股$150.0万2.8万股+3,503股+12.37%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#102$181.1万3.1万股$151.8万2.9万股+1,835股+6.40%加仓
Everstar Asset Management, LLC
0.74%0.73%#7$178.2万3.0万股$136.8万2.6万股+4,215股+16.33%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#69$159.4万2.7万股$109.6万2.1万股+6,159股+29.75%加仓
HARBOR INVESTMENT ADVISORY, LLC
0.08%0.06%#28$120.5万2.0万股$75.1万1.4万股+6,115股+43.11%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#90$109.8万1.9万股$154.1万2.9万股-1.1万股-36.43%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#66$106.5万1.8万股$96.6万1.8万股-293股-1.61%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#89$96.9万1.6万股$87.4万1.6万股-167股-1.01%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#124$96.1万1.6万股$83.6万1.6万股+279股+1.74%加仓
PRECEDENT WEALTH PARTNERS, LLC
0.15%0.17%#19$93.1万1.6万股$85.9万1.6万股-544股-3.35%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#112$88.5万1.5万股$78.9万1.5万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#101$79.8万1.3万股$71.1万1.3万股+12股+0.09%加仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#57$75.2万1.3万股$65.2万1.2万股+361股+2.93%加仓
Ascentis Independent Advisors
0.09%0.05%#25$69.6万1.3万股$69.6万1.3万股00.00%持仓不变
Sovran Advisors, LLC
0.05%0.05%#36$68.1万1.1万股$66.8万1.2万股-453股-3.87%减仓
Team Financial Group, LLC
0.25%0.24%#13$59.6万1.0万股$53.0万1.0万股+35股+0.35%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#103$59.2万9,979股$54.1万1.0万股-246股-2.41%减仓
WealthPoint Financial, LLC
0.43%0.43%#10$59.2万9,970股$51.9万9,803股+167股+1.70%加仓
顶峰金融Summit Financial, LLC
0.01%0.01%#62$56.9万9,587股$52.0万9,826股-239股-2.43%减仓
Princeton Global Asset Management LLC
0.08%0.08%#29$54.5万9,179股$49.9万9,422股-243股-2.58%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#58$52.9万8,920股$43.6万8,233股+687股+8.34%加仓
Wealthcare Capital Partners, LLC
0.22%0.21%#16$52.9万8,919股$45.4万8,582股+337股+3.93%加仓
Avidian Wealth Enterprises, LLC
0.01%0.02%#47$52.6万8,865股$48.2万9,101股-236股-2.59%减仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%#80$51.9万8,743股$00股+8,743股新买入

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