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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 TRDDLS
持有机构数
41
机构合计市值 (Q2 2026)
$7,721.2万
机构合计股数 (Q2 2026)
175.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.4万股
21 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.0万股
15 · 6 清仓 · ≈
⚖️ 净额
-5.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,721.2万
持有机构数
41
新买入
4
加仓
17
减仓
9
清仓
6
持股不变
11
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
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.12%0.12%#6$1,123.9万25.5万股$946.6万21.8万股+3.7万股+17.13%加仓
Stonebridge Wealth Management, LLC
8.98%9.27%#1$1,002.5万22.8万股$967.4万22.3万股+4,983股+2.24%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#14$942.2万21.4万股$880.7万20.3万股+1.1万股+5.55%加仓
Berkeley, Inc
2.61%2.69%#2$832.8万18.9万股$801.5万18.4万股+4,632股+2.51%加仓
FLOW TRADERS U.S. LLC
0.32%0.24%#4$771.2万17.5万股$756.2万17.4万股+1,077股+0.62%加仓
AE财富管理AE Wealth Management LLC
0.03%0.06%#10$674.3万15.3万股$1,096.6万25.2万股-9.9万股-39.34%减仓
High Note Wealth, LLC
1.01%1.12%#3$589.9万13.4万股$570.8万13.1万股+2,569股+1.96%加仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#13$358.1万8.1万股$350.4万8.1万股+663股+0.82%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#16$285.1万6.5万股$283.5万6.5万股-498股-0.76%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#23$225.9万5.1万股$239.9万5.5万股-3,925股-7.11%减仓
CERTUITY, LLC
0.08%0.12%#8$180.8万4.1万股$176.2万4.1万股+504股+1.24%加仓
JT Stratford LLC
0.19%0.21%#5$171.3万3.9万股$162.3万3.7万股+1,548股+4.15%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#30$122.3万2.8万股$205.9万4.7万股-2.0万股-41.43%减仓
United Advisor Group, LLC
0.11%0.13%#7$108.3万2.5万股$102.6万2.4万股+977股+4.14%加仓
Creative Planning财富管理Creative Planning
<0.01%#27$53.4万1.2万股$00股+1.2万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#29$48.2万1.1万股$00股+1.1万股新买入
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#25$37.3万8,459股$23.3万5,359股+3,100股+57.85%加仓
HRT金融HRT FINANCIAL LP
<0.01%#24$26.9万6,107股$00股+6,107股新买入
组成财富Composition Wealth, LLC
<0.01%<0.01%#19$26.6万6,047股$30.0万6,896股-849股-12.31%减仓
Compound Planning, Inc.
0.01%0.01%#15$26.5万6,006股$26.6万6,126股-120股-1.96%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#28$20.7万4,698股$38.0万8,744股-4,046股-46.27%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%0.01%#18$16.3万3,700股$16.1万3,700股00.00%持仓不变
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#22$11.1万2,511股$1.7万391股+2,120股+542.20%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$10.1万2,299股$4,194100股+2,199股+2,199.00%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#37$9.2万2,086股$9.0万2,064股+22股+1.07%加仓
Frazier Financial Advisors, LLC
0.04%0.04%#9$7.7万1,752股$7.6万1,752股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$7.4万1,677股$1.6万361股+1,316股+364.54%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#21$5.6万1,281股$5.6万1,281股00.00%持仓不变
Medallion Wealth Advisors, LLC
0.01%0.01%#12$3.9万875股$3.8万875股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#40$3.8万867股$3.8万867股00.00%持仓不变
Key Capital Management, INC
0.02%#11$3.8万857股$00股+857股新买入
富达投资FMR LLC
<0.01%<0.01%#41$3.0万673股$2.1万491股+182股+37.07%加仓
Rossby Financial, LCC
0.01%0.01%#17$2.8万629股$2.8万629股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#20$2.4万552股$2.4万549股+3股+0.55%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#26$1.8万411股$1.8万411股00.00%持仓不变
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#32$1.4万310股$1.9万446股-136股-30.49%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#33$1.3万296股$1.3万296股00.00%持仓不变
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#35$6,520148股$6,432148股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#34$5,110116股$5,372122股-6股-4.92%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#36$2,20350股$2,17350股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#38$88120股$86920股00.00%持仓不变

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