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WISDOMTREE U.S. AI ENHANCED VALUE 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. AI ENHANCED VALUE FUND

AIVL
持有机构数
129
机构合计市值 (Q2 2026)
$1.09亿
机构合计股数 (Q2 2026)
83.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.3万股
48 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.0万股
47 · 9 清仓 · ≈
⚖️ 净额
-7.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.09亿
持有机构数
129
新买入
16
加仓
32
减仓
38
清仓
9
持股不变
43
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
Noble Family Wealth, LLC
2.05%2.1%#1$1,144.7万8.7万股$1,019.1万8.8万股-784股-0.89%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#103$1,058.1万8.1万股$919.6万8.0万股+221股+0.27%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#86$675.2万5.1万股$587.3万5.1万股+734股+1.45%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#64$406.2万3.1万股$357.1万3.1万股+118股+0.38%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#104$375.3万2.9万股$287.0万2.5万股+3,810股+15.36%加仓
FOUNDERS GROVE WEALTH PARTNERS, LLC
0.61%0.62%#2$306.3万2.3万股$271.8万2.3万股-131股-0.56%减仓
Salomon & Ludwin, LLC
0.27%0.27%#7$296.8万2.5万股$296.8万2.5万股00.00%持仓不变
WealthBridge Capital Management, LLC
0.54%0.56%#4$273.6万2.1万股$244.0万2.1万股-220股-1.04%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#71$273.3万2.1万股$322.9万2.8万股-7,066股-25.32%减仓
Westside Investment Management, Inc.
0.36%0.37%#6$272.9万2.1万股$242.5万2.1万股-144股-0.69%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#102$235.0万1.8万股$215.0万1.9万股-660股-3.55%减仓
MAI资本管理MAI Capital Management
0.01%0.01%#58$211.8万1.6万股$188.3万1.6万股-122股-0.75%减仓
Integrated Advisors Network LLC
0.09%#18$196.3万1.5万股$00股+1.5万股新买入
Biondo Investment Advisors, LLC
0.22%0.2%#9$181.9万1.4万股$157.7万1.4万股+242股+1.78%加仓
Well Done, LLC
0.23%0.23%#8$174.2万1.3万股$154.3万1.3万股-56股-0.42%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#117$168.8万1.3万股$223.7万1.9万股-6,461股-33.41%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#74$166.7万1.3万股$153.3万1.3万股-531股-4.01%减仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#38$158.9万1.2万股$00股+1.2万股新买入
阿波罗财富管理Apollon Wealth Management, LLC
0.02%0.02%#46$151.2万1.2万股$134.1万1.2万股-60股-0.52%减仓
Curi资本Curi Capital, LLC
0.02%0.02%#43$144.8万1.1万股$134.6万1.2万股-592股-5.09%减仓
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
0.16%0.19%#10$136.4万1.0万股$137.7万1.2万股-1,500股-12.61%减仓
繁荣金融服务Prospera Financial Services Inc
0.02%0.02%#45$134.6万1.0万股$122.4万1.1万股-312股-2.95%减仓
MarinerMariner, LLC
<0.01%<0.01%#89$121.9万9,298股$48.6万4,201股+5,097股+121.33%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#113$121.0万9,231股$127.7万1.1万股-1,806股-16.36%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#118$110.3万8,415股$108.1万9,343股-928股-9.93%减仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#63$108.3万8,256股$99.2万8,575股-319股-3.72%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#90$101.6万7,747股$89.4万7,726股+21股+0.27%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#79$98.6万7,519股$87.1万7,528股-9股-0.12%减仓
ROBINSON SMITH WEALTH ADVISORS LLC
0.57%0.6%#3$95.9万7,316股$88.2万7,623股-307股-4.03%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#119$95.0万7,245股$27.8万2,400股+4,845股+201.88%加仓
AMARILLO NATIONAL BANK
0.15%0.15%#12$92.2万7,031股$83.4万7,206股-175股-2.43%减仓
Institute for Wealth Management, LLC.
0.08%0.08%#20$88.0万6,713股$77.8万6,728股-15股-0.22%减仓
Kelman-Lazarov, Inc.
0.11%0.11%#17$83.8万6,387股$74.0万6,399股-12股-0.19%减仓
Dickmeyer Boyce Financial Management, Inc.
0.42%0.43%#5$81.2万6,190股$73.5万6,349股-159股-2.50%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#114$77.1万5,877股$85.6万7,399股-1,522股-20.57%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#97$75.0万5,722股$63.0万5,445股+277股+5.09%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#95$74.7万5,697股$68.3万5,898股-201股-3.41%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#100$74.4万5,671股$67.9万5,868股-197股-3.36%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#81$74.1万5,653股$66.3万5,730股-77股-1.34%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.01%0.01%#51$72.7万5,540股$64.1万5,538股+2股+0.04%加仓
Arax顾问Arax Advisory Partners
<0.01%#65$69.8万5,324股$00股+5,324股新买入
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#101$63.6万4,852股$58.0万5,049股-197股-3.90%减仓
Decker Wealth Management LLC
0.13%0.13%#15$62.5万4,766股$56.5万4,881股-115股-2.36%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#112$58.5万4,459股$51.6万4,459股00.00%持仓不变
FLOW TRADERS U.S. LLC
0.02%0.01%#42$56.0万4,268股$34.2万2,956股+1,312股+44.38%加仓
MONTAG A & ASSOCIATES INC
0.02%0.02%#40$55.4万4,228股$48.9万4,228股00.00%持仓不变
KINTRA WEALTH, LLC
0.03%0.03%#34$54.6万4,013股$46.1万3,981股+32股+0.80%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#66$52.5万4,000股$46.3万4,000股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#85$51.8万3,951股$55.9万4,827股-876股-18.15%减仓
Waverly顾问Waverly Advisors, LLC
<0.01%<0.01%#72$50.9万3,882股$44.9万3,881股+1股+0.03%加仓

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