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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 TRAGZD
持有机构数
46
机构合计市值 (Q2 2026)
$8,283.0万
机构合计股数 (Q2 2026)
366.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+131.9万股
26 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.4万股
22 · 7 清仓 · ≈
⚖️ 净额
+116.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,283.0万
持有机构数
46
新买入
7
加仓
19
减仓
15
清仓
7
持股不变
5
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
McAdam, LLC
0.56%0.31%#3$1,452.9万64.3万股$677.8万30.1万股+34.2万股+113.77%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#23$1,024.9万45.3万股$915.6万40.6万股+4.7万股+11.64%加仓
WIN ADVISORS, INC
3.56%#1$997.3万44.1万股$00股+44.1万股新买入
SYKON CAPITAL LLC
2.22%0.77%#2$721.8万31.9万股$230.2万10.2万股+21.7万股+212.74%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#30$710.8万31.4万股$560.2万24.8万股+6.6万股+26.51%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#21$450.1万19.9万股$463.3万20.5万股-6,421股-3.12%减仓
Trilogy Capital Inc.
0.16%0.23%#10$420.7万18.6万股$527.8万23.4万股-4.8万股-20.52%减仓
现代财富管理Modern Wealth Management, LLC
0.03%0.05%#15$241.7万10.7万股$285.7万12.7万股-2.0万股-15.78%减仓
SILVER OAK SECURITIES, INCORPORATED
0.11%0.14%#12$182.2万8.1万股$192.0万8.5万股-4,562股-5.36%减仓
AXS Investments LLC
0.49%0.5%#4$172.0万7.6万股$158.2万7.0万股+5,744股+8.17%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#35$169.4万7.5万股$163.5万7.2万股+2,426股+3.35%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#33$155.0万6.9万股$152.0万6.7万股+1,099股+1.63%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.03%0.03%#17$130.9万5.8万股$66.5万3.0万股+2.8万股+96.28%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#38$128.4万5.7万股$50.4万2.2万股+3.4万股+154.36%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#26$125.5万5.5万股$129.0万5.7万股-1,712股-2.99%减仓
WBI INVESTMENTS, LLC
0.28%0.37%#6$114.9万5.1万股$125.8万5.6万股-4,991股-8.94%减仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#18$111.3万4.9万股$00股+4.9万股新买入
Sigma Planning Corp
0.03%0.03%#16$108.9万4.8万股$107.6万4.8万股+442股+0.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$94.0万4.2万股$89.4万4.0万股+1,951股+4.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$81.8万3.6万股$79.7万3.5万股+846股+2.40%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#40$81.5万3.6万股$116.4万5.2万股-1.6万股-30.15%减仓
GreatBanc Trust CO
0.45%0.45%#5$73.0万3.2万股$63.8万2.8万股+4,000股+14.13%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#41$66.7万3.0万股$00股+3.0万股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.03%#13$66.6万2.9万股$56.4万2.5万股+4,424股+17.68%加仓
MILLINGTON SECURITIES, LLC
0.18%#9$47.0万2.1万股$00股+2.1万股新买入
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#22$44.3万2.0万股$61.1万2.7万股-7,612股-28.00%减仓
Syntegra Private Wealth Group, LLC
0.03%0.04%#14$39.5万1.7万股$39.4万1.7万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#24$37.9万1.7万股$32.5万1.4万股+2,343股+16.25%加仓
GILPIN WEALTH MANAGEMENT, LLC
0.24%0.29%#7$35.4万1.6万股$37.1万1.6万股-800股-4.86%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$32.7万1.4万股$35.0万1.6万股-1,086股-6.99%减仓
INTERACTIVE FINANCIAL ADVISORS, INC.
0.19%0.19%#8$30.6万1.4万股$29.2万1.3万股+596股+4.60%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%#29$26.8万1.2万股$00股+1.2万股新买入
Bucket List Wealth Management, LLC
0.13%0.18%#11$26.2万1.2万股$30.2万1.3万股-1,819股-13.57%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#25$23.6万1.0万股$26.8万1.2万股-1,482股-12.45%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#36$20.8万9,211股$20.7万9,161股+50股+0.55%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#28$15.7万6,925股$00股+6,925股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#43$11.5万5,097股$11.5万5,127股-30股-0.59%减仓
Front Row Advisors LLC
0.01%0.01%#19$2.6万1,160股$2.6万1,160股00.00%持仓不变
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#42$2.1万928股$2.1万928股00.00%持仓不变
Dogwood Wealth Management LLC
0.01%0.01%#20$1.9万826股$1.9万826股00.00%持仓不变
Horizon投资Horizon Investments, LLC
<0.01%<0.01%#39$9,805435股$2.0万870股-435股-50.00%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#37$5,614248股$5,544246股+2股+0.81%加仓
Golden State Wealth Management, LLC
<0.01%<0.01%#32$3,753166股$3,743166股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#44$47321股$00股+21股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#45$372股$321股+1股+100.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#46$231股$4,934219股-218股-99.54%减仓

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