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WisdomTree信托 · 13F 机构持仓分析
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WisdomTree信托

WISDOMTREE TRWCLD
持有机构数
89
机构合计市值 (Q2 2026)
$1.34亿
机构合计股数 (Q2 2026)
415.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+107.1万股
25 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-109.2万股
48 · 16 清仓 · ≈
⚖️ 净额
-2.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.34亿
持有机构数
89
新买入
13
加仓
12
减仓
32
清仓
16
持股不变
32
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
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#32$4,058.6万126.6万股$3,547.9万129.9万股-3.3万股-2.51%减仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.03%#16$2,287.1万71.3万股$00股+71.3万股新买入
Endurance Services Ltd
1.74%1.63%#2$1,136.4万35.5万股$968.5万35.5万股00.00%持仓不变
Clearwater Capital Advisors, LLC
0.69%0.58%#3$942.6万29.4万股$713.1万26.1万股+3.3万股+12.65%加仓
Selective Wealth Management, Inc.
1.89%1.7%#1$719.5万20.7万股$574.3万21.0万股-3,262股-1.55%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#59$505.0万15.8万股$794.4万22.6万股-6.8万股-30.26%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#53$407.1万12.7万股$316.6万11.6万股+1.1万股+9.61%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#63$313.8万9.8万股$477.7万17.5万股-7.7万股-44.00%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#67$244.3万7.7万股$5.8万2,177股+7.5万股+3,456.32%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#58$242.0万7.6万股$30.0万1.1万股+6.5万股+587.36%加仓
IEQ资本IEQ CAPITAL, LLC
0.01%0.02%#24$219.9万6.9万股$360.7万13.2万股-6.3万股-48.03%减仓
Arax顾问Arax Advisory Partners
0.01%0.01%#23$187.6万5.9万股$49.6万1.8万股+4.0万股+222.38%加仓
Tower Research Capital LLC (TRC)
0.04%0.01%#14$148.6万4.6万股$37.5万1.4万股+3.3万股+237.79%加仓
GTS SECURITIES LLC
0.03%0.03%#18$134.7万4.2万股$75.3万2.8万股+1.4万股+52.40%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#57$125.2万3.9万股$125.5万4.6万股-6,876股-14.97%减仓
Yarbrough 资本Yarbrough Capital, LLC
0.04%0.04%#13$123.6万3.9万股$105.4万3.9万股00.00%持仓不变
三井住友金融集团SUMITOMO MITSUI FINANCIAL GROUP, INC.
0.02%0.02%#21$87.8万2.7万股$91.2万3.3万股-6,004股-17.99%减仓
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#20$80.5万2.5万股$71.4万2.6万股-1,000股-3.83%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#75$79.1万2.5万股$153.6万5.6万股-3.2万股-56.08%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#70$73.3万2.3万股$94.6万3.5万股-1.2万股-33.91%减仓
TWO SIGMA SECURITIES, LLC
0.06%0.03%#10$65.2万2.0万股$26.0万9,523股+1.1万股+113.47%加仓
Bramshill Investments, LLC
0.05%#12$64.1万2.0万股$00股+2.0万股新买入
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#43$61.4万1.9万股$82.0万3.0万股-1.1万股-36.14%减仓
Joseph P. Lucia & Associates, LLC
0.18%0.2%#4$60.4万1.9万股$55.5万2.0万股-1,497股-7.37%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#52$60.3万1.9万股$61.8万2.3万股-3,814股-16.86%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.02%#19$58.9万1.8万股$37.6万1.4万股+4,615股+33.56%加仓
Bison Wealth, LLC
0.05%0.05%#11$58.2万1.7万股$47.4万1.7万股-186股-1.08%减仓
Cypress Point Wealth Management, LLC
0.11%0.1%#7$56.5万1.8万股$48.2万1.8万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#51$49.1万1.5万股$51.8万1.9万股-3,652股-19.27%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$47.1万1.5万股$20.7万7,572股+7,133股+94.20%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#74$45.2万1.4万股$46.9万1.7万股-3,069股-17.86%减仓
PineBridge投资PINEBRIDGE INVESTMENTS LLC
<0.01%#31$44.0万1.4万股$00股+1.4万股新买入
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.04%0.04%#15$42.0万1.3万股$35.8万1.3万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#46$41.0万1.3万股$39.4万1.4万股-1,627股-11.28%减仓
Capital Square, LLC
0.14%#6$32.5万9,586股$00股+9,586股新买入
Trexquant投资Trexquant Investment LP
<0.01%<0.01%#40$32.0万9,998股$32.1万1.2万股-1,767股-15.02%减仓
Curi资本Curi Capital, LLC
<0.01%0.09%#28$28.9万9,000股$521.6万19.1万股-18.2万股-95.29%减仓
咨询服务网络Advisory Services Network, LLC
<0.01%<0.01%#33$28.5万8,898股$24.8万9,072股-174股-1.92%减仓
Perigon财富管理Perigon Wealth Management, LLC
<0.01%<0.01%#29$27.7万8,642股$21.4万7,817股+825股+10.55%加仓
Oxler Private Wealth LLC
0.08%0.07%#8$27.1万8,460股$23.7万8,685股-225股-2.59%减仓
Comprehensive Financial Consultants Institutional, Inc.
0.07%#9$26.0万8,107股$00股+8,107股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#56$25.7万8,002股$22.7万8,306股-304股-3.66%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#61$25.4万7,938股$30.5万1.1万股-3,225股-28.89%减仓
XTX资本XTX Topco Ltd
<0.01%#34$24.8万7,752股$00股+7,752股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#55$24.1万7,511股$22.5万8,241股-730股-8.86%减仓
Osbon Capital Management LLC
0.17%0.19%#5$21.9万6,827股$23.2万8,483股-1,656股-19.52%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#41$21.6万6,729股$20.0万7,328股-599股-8.17%减仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.01%0.01%#25$18.3万5,710股$15.6万5,710股00.00%持仓不变
Stelac Advisory Services LLC
0.03%0.03%#17$17.8万5,561股$15.2万5,561股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
0.01%0.01%#26$17.2万5,442股$14.5万5,442股00.00%持仓不变

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