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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 TRMTGP
持有机构数
47
机构合计市值 (Q2 2026)
$5,577.7万
机构合计股数 (Q2 2026)
126.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.3万股
21 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.9万股
18 · 3 清仓 · ≈
⚖️ 净额
+4,708股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,577.7万
持有机构数
47
新买入
4
加仓
17
减仓
15
清仓
3
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
LPL金融LPL Financial LLC
<0.01%<0.01%#29$1,017.8万23.0万股$732.4万16.6万股+6.5万股+39.08%加仓
IHT 财富管理IHT Wealth Management, LLC
0.18%0.19%#7$834.1万18.9万股$821.7万18.6万股+2,964股+1.59%加仓
Vericrest Private Wealth
5.92%5.44%#1$657.8万14.9万股$606.2万13.7万股+1.2万股+8.60%加仓
Atria投资Atria Investments, Inc
0.04%0.06%#15$424.9万9.6万股$551.4万12.5万股-2.9万股-22.87%减仓
LANARK FINANCIAL, INC.
0.21%0.22%#5$305.7万6.9万股$287.2万6.5万股+4,249股+6.54%加仓
Oxinas Partners, LLC
0.89%0.98%#3$225.2万5.1万股$215.4万4.9万股+2,272股+4.66%加仓
RFG顾问RFG Advisory, LLC
0.03%0.04%#18$205.2万4.6万股$200.7万4.5万股+1,076股+2.37%加仓
WealthPoint Financial, LLC
1.42%1.56%#2$194.1万4.4万股$186.0万4.2万股+1,881股+4.47%加仓
MarinerMariner, LLC
<0.01%<0.01%#30$185.5万4.2万股$312.1万7.1万股-2.9万股-40.50%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$170.5万3.9万股$168.6万3.8万股+459股+1.20%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#19$144.9万3.3万股$139.6万3.2万股+1,227股+3.89%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#21$112.2万2.5万股$128.1万2.9万股-3,568股-12.31%减仓
W.H. Cornerstone Investments Inc.
0.61%#4$108.2万2.5万股$00股+2.5万股新买入
Bison Wealth, LLC
0.08%0.09%#10$89.2万2.0万股$97.4万2.2万股-1,848股-8.37%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#22$85.7万1.9万股$78.2万1.8万股+1,733股+9.80%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%0.01%#26$79.8万1.8万股$109.0万2.5万股-6,588股-26.71%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#39$72.7万1.6万股$71.6万1.6万股+256股+1.58%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#24$70.1万1.6万股$70.2万1.6万股00.00%持仓不变
Empirical Asset Management, LLC
0.16%0.16%#8$69.5万1.6万股$62.1万1.4万股+1,695股+12.07%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#42$44.0万9,974股$161.0万3.6万股-2.6万股-72.62%减仓
EJMK Ventures LLC
0.18%0.3%#6$39.9万9,027股$53.0万1.2万股-2,965股-24.72%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#36$39.6万8,973股$43.2万9,764股-791股-8.10%减仓
PSI Advisors, LLC
0.07%0.09%#12$31.7万7,181股$39.2万8,872股-1,691股-19.06%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#41$30.2万6,836股$26.4万5,963股+873股+14.64%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%#40$29.9万6,771股$29.9万6,771股00.00%持仓不变
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#25$29.3万6,642股$34.3万7,750股-1,108股-14.30%减仓
Ascentis Independent Advisors
0.04%0.04%#16$29.0万6,552股$57.9万1.3万股-6,552股-50.00%减仓
Gateway Wealth Partners, LLC
0.02%0.02%#20$28.6万6,481股$56.1万1.3万股-6,209股-48.93%减仓
Hopwood Nicholas Hunter
0.08%#11$27.6万6,251股$00股+6,251股新买入
INVENIO WEALTH PARTNERS LLC
0.09%0.1%#9$25.1万5,673股$25.1万5,673股00.00%持仓不变
Beacon Financial Advisory LLC
0.05%0.06%#14$24.2万5,489股$24.9万5,642股-153股-2.71%减仓
顶峰金融Summit Financial, LLC
<0.01%<0.01%#28$22.9万5,177股$22.9万5,177股00.00%持仓不变
CENTAURUS FINANCIAL, INC.
0.01%0.01%#23$19.2万4,338股$17.8万4,030股+308股+7.64%加仓
REAP Financial Group, LLC
0.03%0.05%#17$19.0万4,296股$27.0万6,101股-1,805股-29.59%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#43$18.5万4,174股$18.0万4,074股+100股+2.45%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#38$18.4万4,158股$00股+4,158股新买入
EVOLUTION WEALTH MANAGEMENT INC.
0.07%0.09%#13$11.7万2,652股$11.7万2,652股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#27$10.2万2,304股$12.1万2,741股-437股-15.94%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#32$8.9万2,004股$8.9万2,004股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#35$8.9万2,004股$00股+2,004股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#45$3.6万804股$2.5万561股+243股+43.32%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#33$2.9万646股$7,382167股+479股+286.83%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#31$1.4万315股$1.4万315股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#37$97222股$97322股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#44$2305股$2295股00.00%持仓不变
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#46$1323股$1333股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#47$261股$271股00.00%持仓不变

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