13FBOX
WISDOMTREE MANAGED FUTURES STRATEGY FUND · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE MANAGED FUTURES STRATEGY FUND

WTMF
持有机构数
84
机构合计市值 (Q2 2026)
$1.90亿
机构合计股数 (Q2 2026)
464.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+43.5万股
43 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.1万股
35 · 9 清仓 · ≈
⚖️ 净额
+33.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.90亿
持有机构数
84
新买入
11
加仓
32
减仓
26
清仓
9
持股不变
15
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$4,686.3万114.7万股$4,262.8万112.5万股+2.2万股+1.95%加仓
LPL金融LPL Financial LLC
<0.01%0.01%#47$2,050.9万50.2万股$1,890.3万47.6万股+2.6万股+5.40%加仓
Tidemark, LLC
3.98%4.11%#2$1,766.5万43.2万股$1,618.5万40.8万股+2.5万股+6.04%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.11%0.12%#20$1,287.6万31.5万股$1,267.0万31.9万股-4,049股-1.27%减仓
Stewardship Advisors, LLC
2.47%2.57%#3$1,190.5万29.1万股$1,119.4万28.2万股+9,360股+3.32%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#39$1,130.0万27.7万股$1,068.1万26.9万股+7,484股+2.78%加仓
EARNED WEALTH ADVISORS, LLC
0.72%0.72%#4$1,118.3万27.4万股$1,083.0万27.3万股+856股+0.31%加仓
Stillwater Private Wealth, LLC
4.61%#1$688.8万16.9万股$00股+16.9万股新买入
Avestar Capital, LLC
0.3%0.32%#7$537.3万13.2万股$502.8万12.7万股+4,815股+3.80%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#61$310.7万7.6万股$265.6万6.7万股+9,128股+13.64%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$293.3万7.2万股$268.7万6.8万股+4,103股+6.06%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.08%0.09%#25$209.1万5.1万股$190.6万4.8万股+3,154股+6.57%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.02%0.02%#32$205.9万5.0万股$200.0万5.0万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#76$186.1万4.6万股$80.6万2.0万股+2.5万股+124.32%加仓
Columbus Macro, LLC
0.17%0.16%#13$170.2万4.2万股$147.7万3.7万股+4,459股+11.98%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#68$152.2万3.7万股$150.4万3.8万股-630股-1.66%减仓
Ethos Financial Group, LLC
0.1%0.11%#22$145.9万3.6万股$152.1万4.0万股-3,940股-9.93%减仓
Asset Allocation Strategies LLC
0.21%0.22%#11$137.8万3.4万股$125.0万3.1万股+2,239股+7.11%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#50$132.9万3.3万股$122.6万3.1万股+1,623股+5.25%加仓
Comprehensive Wealth Management, LLC
0.59%0.6%#5$128.7万3.2万股$117.7万3.0万股+1,842股+6.21%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#53$126.3万3.1万股$4,088103股+3.1万股+29,912.62%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#56$110.2万2.7万股$160.3万4.0万股-1.3万股-33.25%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#49$108.2万2.6万股$00股+2.6万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#58$104.3万2.6万股$65.6万1.7万股+9,005股+54.46%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#46$104.2万2.6万股$95.6万2.4万股+1,408股+5.84%加仓
Global Wealth Management Investment Advisory, Inc.
0.14%0.14%#15$94.9万2.3万股$91.8万2.3万股+105股+0.45%加仓
Financial Enhancement Group LLC
0.11%0.11%#19$91.9万2.2万股$86.4万2.1万股+1,066股+4.98%加仓
Advisor Resource Council
0.23%0.24%#10$83.3万2.0万股$73.5万1.9万股+1,816股+9.81%加仓
Empirical Asset Management, LLC
0.18%0.19%#12$79.1万1.9万股$73.8万1.9万股+782股+4.21%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#38$78.4万1.9万股$71.8万1.8万股+1,076股+5.94%加仓
Sequent Planning LLC
0.16%0.17%#14$76.6万1.9万股$70.3万1.8万股+1,056股+5.96%加仓
Centric Wealth Management
0.12%0.07%#17$74.2万1.8万股$36.9万9,048股+9,010股+99.58%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%#77$74.2万1.8万股$72.0万1.8万股00.00%持仓不变
Endowment Wealth Management, Inc.
0.28%0.3%#9$71.9万1.8万股$67.9万1.7万股+497股+2.91%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#80$71.5万1.8万股$71.5万1.8万股-527股-2.90%减仓
Axis Wealth Partners, LLC
0.31%0.34%#6$64.9万1.6万股$64.9万1.6万股-454股-2.78%减仓
CSS LLC/IL
0.02%0.03%#31$61.9万1.5万股$60.1万1.5万股00.00%持仓不变
Cooper Financial Group
0.05%0.06%#26$61.7万1.5万股$63.6万1.6万股-925股-5.77%减仓
Clarity Asset Management, Inc.
0.29%0.19%#8$58.6万1.4万股$38.4万9,663股+4,694股+48.58%加仓
PAX Financial Group, LLC
0.09%0.1%#24$57.8万1.4万股$56.5万1.4万股-75股-0.53%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#41$56.8万1.4万股$57.0万1.4万股-445股-3.10%减仓
VestGen 顾问VestGen Advisors, LLC
0.02%0.02%#34$56.3万1.4万股$57.1万1.4万股-55股-0.40%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#52$48.0万1.2万股$36.4万9,183股+2,578股+28.07%加仓
Austin Wealth Management, LLC
0.09%0.1%#23$41.9万1.0万股$42.2万1.1万股-236股-2.25%减仓
Bison Wealth, LLC
0.04%0.05%#28$41.5万1.0万股$47.8万1.2万股-1,444股-12.47%减仓
&Partners&PARTNERS
<0.01%<0.01%#54$40.5万9,921股$40.7万1.0万股-343股-3.34%减仓
Sowell Financial Services LLC
0.01%0.01%#36$38.9万9,519股$38.0万9,570股-51股-0.53%减仓
Alteri Wealth LLC
0.11%0.12%#21$38.8万9,501股$37.6万9,481股+20股+0.21%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%#55$33.8万8,280股$00股+8,280股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#62$31.7万7,754股$24.4万6,158股+1,596股+25.92%加仓

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