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WISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FD · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FD

GDE
持有机构数
73
机构合计市值 (Q2 2026)
$2.42亿
机构合计股数 (Q2 2026)
395.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+18.3万股
32 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-102.4万股
35 · 8 清仓 · ≈
⚖️ 净额
-84.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.42亿
持有机构数
73
新买入
9
加仓
23
减仓
27
清仓
8
持股不变
14
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
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
7.41%9.65%#3$1.00亿163.9万股$1.25亿198.9万股-35.0万股-17.61%减仓
Alpine Bank Wealth Management
4.82%5.68%#4$3,757.5万61.5万股$3,903.4万62.1万股-5,547股-0.89%减仓
Magnolia Private Wealth, LLC
3.55%4.4%#5$1,250.0万20.5万股$660.4万21.3万股-8,535股-4.00%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.16%0.16%#19$825.0万13.5万股$813.1万12.9万股+5,770股+4.46%加仓
McGrath & Associates, Inc.
10.52%11.26%#1$807.3万13.2万股$765.6万12.2万股+1.0万股+8.56%加仓
STAPP WEALTH MANAGEMENT, PLLC
9.87%9.71%#2$755.2万12.4万股$760.7万12.1万股+2,679股+2.22%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.06%0.07%#25$695.7万11.4万股$705.9万11.2万股+1,650股+1.47%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#36$614.3万10.1万股$518.9万8.2万股+1.8万股+21.88%加仓
Fermata Advisors, LLC
1.08%1.1%#7$532.7万8.7万股$487.2万7.7万股+9,729股+12.56%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#38$349.4万5.7万股$367.2万5.8万股-1,194股-2.05%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#58$345.8万5.7万股$186.5万3.0万股+2.7万股+90.88%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.05%0.06%#26$317.7万5.2万股$328.5万5.2万股-228股-0.44%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$241.4万4.0万股$332.4万5.3万股-1.3万股-25.22%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#61$222.7万3.6万股$53.6万9,332股+2.7万股+290.53%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#53$217.2万3.6万股$272.1万4.3万股-7,703股-17.81%减仓
Aspire Capital Advisors LLC
0.42%0.38%#12$213.1万3.5万股$168.0万2.7万股+8,173股+30.60%加仓
SFG Wealth Management, LLC.
0.73%0.86%#8$201.7万3.3万股$209.1万3.3万股-225股-0.68%减仓
OPTIMA CAPITAL LLC
0.66%0.99%#9$166.6万2.7万股$214.1万3.4万股-6,764股-19.87%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.02%#33$162.5万2.7万股$109.7万1.7万股+9,162股+52.53%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#64$154.5万2.5万股$97.4万1.6万股+9,044股+55.17%加仓
Spinnaker Investment Group, LLC
0.24%0.29%#15$150.3万2.5万股$140.6万2.2万股+2,239股+10.01%加仓
Elequin 资本Elequin Capital, LP
0.04%#28$138.2万2.3万股$00股+2.3万股新买入
SteelPeak Wealth, LLC
0.03%0.04%#31$122.8万2.0万股$115.5万1.8万股+1,729股+9.41%加仓
LWM Advisory Services, LLC
2.18%1.36%#6$122.2万2.0万股$127.0万2.0万股-192股-0.95%减仓
现代财富管理Modern Wealth Management, LLC
0.01%0.02%#37$122.2万2.0万股$127.8万2.0万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#57$121.4万2.0万股$111.7万1.8万股+2,116股+11.92%加仓
Kingsview Wealth Management, LLC
0.02%0.02%#34$121.4万1.9万股$121.4万1.9万股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#40$111.7万1.8万股$190.5万3.0万股-1.2万股-39.61%减仓
Worth Asset Management, LLC
0.33%0.43%#13$103.4万1.7万股$115.1万1.8万股-1,380股-7.54%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#62$91.6万1.5万股$125.4万2.0万股-4,930股-24.74%减仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#50$78.2万1.3万股$80.5万1.3万股00.00%持仓不变
Lunt Capital Management, Inc.
0.29%0.31%#14$77.9万1.3万股$81.9万1.3万股-278股-2.13%减仓
M Wealth Management, LLC
0.57%0.57%#10$72.0万1.2万股$68.2万1.1万股+932股+8.59%加仓
Elm3 Financial Group, LLC
0.44%0.6%#11$64.3万1.1万股$71.0万1.1万股-771股-6.83%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#60$53.8万8,803股$24.0万3,814股+4,989股+130.81%加仓
Triton Wealth Management, PLLC
0.16%2.31%#18$51.2万8,264股$623.2万9.7万股-8.8万股-91.44%减仓
XY Planning Network, Inc.
0.06%0.08%#24$48.3万7,908股$50.1万7,840股+68股+0.87%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#66$48.2万7,889股$50.3万7,997股-108股-1.35%减仓
Redhawk Wealth Advisors, Inc.
0.04%0.05%#29$40.0万6,547股$44.4万7,061股-514股-7.28%减仓
HOWARD BAILEY SECURITIES, LLC
0.14%0.2%#21$36.9万6,042股$48.7万7,747股-1,705股-22.01%减仓
Optivise Advisory Services LLC
0.19%0.23%#17$36.8万6,020股$37.9万6,020股00.00%持仓不变
Kelman-Lazarov, Inc.
0.05%0.05%#27$36.7万6,004股$37.8万6,004股00.00%持仓不变
Atria投资Atria Investments, Inc
<0.01%0.01%#46$33.5万5,490股$54.0万8,593股-3,103股-36.11%减仓
J HAGAN CAPITAL, INC.
0.15%0.14%#20$31.4万5,137股$26.1万4,157股+980股+23.57%加仓
CreativeOne Wealth, LLC
0.01%0.01%#39$30.3万4,967股$31.2万4,955股+12股+0.24%加仓
繁荣金融服务Prospera Financial Services Inc
<0.01%0.01%#41$30.1万4,924股$39.6万6,289股-1,365股-21.70%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#54$27.3万4,464股$86.0万1.4万股-9,209股-67.35%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#55$27.2万4,457股$44.9万7,141股-2,684股-37.59%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%#59$26.9万4,404股$00股+4,404股新买入
Noble Wealth Management PBC
0.11%0.09%#22$25.1万4,115股$18.8万2,985股+1,130股+37.86%加仓

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