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WISDOMTREE U.S. MULTIFACTOR 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. MULTIFACTOR FUND

USMF
持有机构数
74
机构合计市值 (Q2 2026)
$2.09亿
机构合计股数 (Q2 2026)
385.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+21.3万股
26 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-191.8万股
47 · 7 清仓 · ≈
⚖️ 净额
-170.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.09亿
持有机构数
74
新买入
7
加仓
19
减仓
40
清仓
7
持股不变
8
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
HighTower顾问HighTower Advisors, LLC
0.07%0.07%#14$7,411.7万136.6万股$6,731.2万136.3万股+3,256股+0.24%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.62%1.92%#4$3,226.9万59.5万股$2,232.1万45.2万股+14.3万股+31.60%加仓
Team Financial Group, LLC
6.58%8.21%#1$1,550.3万28.6万股$1,808.8万36.6万股-8.1万股-21.98%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#44$1,076.9万19.9万股$1,116.9万22.6万股-2.8万股-12.22%减仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
2.63%5.2%#2$1,043.7万19.2万股$1,768.3万35.8万股-16.6万股-46.27%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$754.4万13.9万股$794.0万16.1万股-2.2万股-13.51%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%0.01%#37$544.6万10.0万股$512.2万10.4万股-3,323股-3.20%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.08%0.57%#11$502.4万9.3万股$3,149.0万63.8万股-54.5万股-85.48%减仓
EVOLVE PRIVATE WEALTH, LLC
0.27%0.21%#8$448.3万8.3万股$392.7万8.0万股+3,122股+3.93%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#25$325.9万6.0万股$307.4万6.2万股-2,172股-3.49%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#62$258.6万4.8万股$430.2万8.2万股-3.5万股-42.08%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#55$230.0万4.2万股$230.2万4.7万股-4,209股-9.03%减仓
Allworth金融Allworth Financial LP
0.01%0.01%#29$201.9万3.7万股$186.5万3.8万股-559股-1.48%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#28$188.4万3.5万股$184.1万3.7万股-2,542股-6.82%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#19$175.2万3.2万股$159.5万3.2万股-6股-0.02%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#61$167.5万3.1万股$61.3万1.2万股+1.8万股+148.81%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#52$154.6万2.9万股$150.3万3.0万股-1,931股-6.35%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#34$143.1万2.6万股$175.6万3.6万股-9,177股-25.81%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#50$140.5万2.6万股$31.1万6,300股+2.0万股+311.17%加仓
Archer Investment Management, LLC
0.45%0.55%#5$132.1万2.4万股$130.2万2.6万股-2,011股-7.63%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.03%0.04%#16$119.9万2.2万股$132.0万2.7万股-4,616股-17.27%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#65$118.1万2.2万股$188.3万3.8万股-1.6万股-42.91%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.02%#33$116.1万2.1万股$324.6万6.6万股-4.4万股-67.44%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#67$110.9万2.1万股$139.9万2.9万股-8,149股-28.32%减仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#18$95.1万1.8万股$71.8万1.5万股+2,996股+20.61%加仓
WealthPoint Financial, LLC
0.66%0.84%#3$90.7万1.7万股$100.1万2.0万股-3,542股-17.48%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#59$90.0万1.7万股$58.8万1.2万股+4,679股+39.27%加仓
顶峰金融Summit Financial, LLC
0.01%0.01%#26$84.3万1.6万股$81.1万1.6万股-879股-5.35%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%0.02%#20$82.8万1.5万股$75.4万1.5万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$82.8万1.5万股$104.6万2.1万股-5,915股-27.92%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#43$77.1万1.4万股$65.9万1.3万股+883股+6.62%加仓
现代财富管理Modern Wealth Management, LLC
0.01%0.01%#27$77.0万1.4万股$70.1万1.4万股+47股+0.33%加仓
United Advisor Group, LLC
0.08%0.09%#10$75.2万1.4万股$74.1万1.5万股-1,146股-7.64%减仓
Beacon Financial Advisory LLC
0.15%0.16%#9$74.8万1.4万股$69.8万1.4万股-329股-2.33%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$62.0万1.1万股$67.3万1.4万股-2,209股-16.20%减仓
Keating Financial Advisory Services, Inc.
0.08%0.29%#12$59.3万1.1万股$179.3万3.6万股-2.5万股-69.87%减仓
COLUMBIA ADVISORY PARTNERS LLC
0.33%0.35%#6$58.9万1.1万股$55.5万1.1万股-366股-3.26%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#56$48.3万8,911股$00股+8,911股新买入
TopTier Wealth Management, LLC
0.29%0.27%#7$48.1万8,872股$43.8万8,868股+4股+0.05%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%#66$47.1万8,686股$42.9万8,686股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#68$45.9万8,461股$114.6万2.3万股-1.5万股-63.53%减仓
&Partners&PARTNERS
<0.01%<0.01%#45$43.0万7,919股$59.5万1.2万股-4,112股-34.18%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#70$40.6万7,488股$31.8万6,443股+1,045股+16.22%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$39.1万7,205股$39.1万7,917股-712股-8.99%减仓
WORLD EQUITY GROUP, INC.
0.07%0.08%#13$33.5万6,170股$30.1万6,095股+75股+1.23%加仓
Financial Enhancement Group LLC
0.04%0.04%#15$31.5万5,807股$29.6万5,752股+55股+0.96%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%0.02%#42$27.6万5,084股$144.8万2.9万股-2.4万股-82.66%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#58$27.4万5,120股$25.5万5,109股+11股+0.22%加仓
Lido顾问Lido Advisors, LLC
<0.01%0.1%#53$27.4万5,048股$3,326.5万67.4万股-66.9万股-99.25%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#36$26.9万4,960股$24.5万4,961股-1股-0.02%减仓

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