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

WISDOMTREE TRGCC
持有机构数
71
机构合计市值 (Q2 2026)
$1.42亿
机构合计股数 (Q2 2026)
625.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+206.9万股
29 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-77.3万股
26 · 8 清仓 · ≈
⚖️ 净额
+129.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.42亿
持有机构数
71
新买入
9
加仓
20
减仓
18
清仓
8
持股不变
24
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%#32$5,585.2万246.6万股$1,258.5万58.8万股+187.8万股+319.11%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$1,471.5万65.0万股$1,512.6万63.2万股+1.8万股+2.82%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#38$1,394.3万61.6万股$1,449.6万60.6万股+1.0万股+1.66%加仓
Warren Street Wealth Advisors, LLC
2.93%3.41%#2$1,312.1万57.9万股$1,341.7万56.0万股+1.9万股+3.36%加仓
Wright Wealth LLC
4.29%4.84%#1$714.3万31.5万股$723.3万30.2万股+1.3万股+4.38%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#21$564.6万24.9万股$612.8万25.6万股-6,677股-2.61%减仓
Team Financial Group, LLC
1.25%1.36%#3$295.4万13.0万股$299.9万12.5万股+5,153股+4.11%加仓
Wayfinding Financial, LLC
1.04%1.13%#4$275.7万12.2万股$260.0万10.9万股+1.3万股+12.09%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#49$245.8万10.9万股$534.0万22.3万股-11.5万股-51.35%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#50$198.2万8.7万股$170.8万7.1万股+1.6万股+22.63%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.02%0.04%#20$171.8万7.6万股$215.3万9.0万股-1.4万股-15.68%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#39$163.4万7.2万股$131.1万5.5万股+1.7万股+31.71%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#31$129.2万5.7万股$210.3万8.8万股-3.1万股-35.08%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#23$118.8万5.2万股$101.7万4.2万股+9,954股+23.43%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$113.7万5.0万股$80.7万3.4万股+1.7万股+49.03%加仓
&Partners&PARTNERS
<0.01%<0.01%#29$95.5万4.2万股$96.4万4.0万股+2,520股+6.36%加仓
Global Wealth Management Investment Advisory, Inc.
0.13%0.15%#8$91.8万4.1万股$98.1万4.1万股-471股-1.15%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#28$87.1万3.8万股$77.0万3.2万股+6,306股+19.60%加仓
OneAscent Financial Services LLC
0.04%0.05%#16$85.7万3.8万股$90.1万3.8万股+209股+0.56%加仓
ROMAN BUTLER FULLERTON & CO
0.18%0.21%#5$77.1万3.2万股$76.5万3.2万股+568股+1.78%加仓
Sigma Planning Corp
0.02%0.02%#22$68.3万3.0万股$72.2万3.0万股00.00%持仓不变
Empirical Asset Management, LLC
0.15%0.19%#6$68.2万3.0万股$72.6万3.0万股-215股-0.71%减仓
Gateway Wealth Partners, LLC
0.04%0.04%#18$64.9万2.9万股$113.6万4.7万股-1.9万股-39.64%减仓
WealthBridge Capital Management, LLC
0.1%#10$52.2万2.3万股$00股+2.3万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$49.0万2.2万股$90.2万3.8万股-1.6万股-42.65%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#47$47.6万2.1万股$50.3万2.1万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#53$46.9万2.1万股$50.4万2.1万股-348股-1.65%减仓
Brookwood Investment Group LLC
0.05%0.05%#14$42.0万1.9万股$42.8万1.8万股+696股+3.90%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#37$40.8万1.8万股$51.4万2.1万股-3,424股-15.96%减仓
Covenant Asset Management, LLC
0.07%0.06%#11$40.7万1.8万股$43.0万1.8万股00.00%持仓不变
XY Planning Network, Inc.
0.05%0.07%#13$39.2万1.7万股$41.3万1.7万股00.00%持仓不变
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#26$38.7万1.7万股$40.9万1.7万股00.00%持仓不变
Bison Wealth, LLC
0.03%0.04%#19$36.4万1.6万股$43.5万1.7万股-932股-5.64%减仓
Creekside Partners
0.13%0.15%#9$35.4万1.6万股$37.4万1.6万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#46$28.4万1.3万股$23.9万9,979股+2,539股+25.44%加仓
Fermata Advisors, LLC
0.05%0.07%#12$26.0万1.1万股$29.7万1.2万股-931股-7.50%减仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#33$25.9万1.1万股$25.4万1.1万股+785股+7.39%加仓
Regions金融REGIONS FINANCIAL CORP
<0.01%<0.01%#40$24.4万1.1万股$25.8万1.1万股00.00%持仓不变
REAP Financial Group, LLC
0.04%0.07%#15$24.1万1.1万股$36.8万1.5万股-4,739股-30.79%减仓
Caitlin John, LLC
0.13%0.15%#7$24.0万1.1万股$25.4万1.1万股-35股-0.33%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#66$23.0万1.0万股$76.7万3.2万股-2.2万股-68.25%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#43$20.9万9,219股$23.1万9,640股-421股-4.37%减仓
HRT金融HRT FINANCIAL LP
<0.01%#54$20.5万9,071股$00股+9,071股新买入
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#52$16.0万7,107股$16.9万7,107股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#58$12.4万5,471股$13.4万5,605股-134股-2.39%减仓
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#36$11.3万4,991股$11.9万4,991股00.00%持仓不变
Smithfield Trust Co
<0.01%<0.01%#30$8.1万3,583股$8.6万3,583股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#63$8.0万3,535股$00股+3,535股新买入
Frazier Financial Advisors, LLC
0.04%0.05%#17$8.0万3,530股$8.5万3,530股00.00%持仓不变
GoalVest Advisory LLC
0.01%0.01%#24$5.1万2,238股$5.4万2,238股00.00%持仓不变

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