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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 TRAGGY
持有机构数
173
机构合计市值 (Q2 2026)
$7.92亿
机构合计股数 (Q2 2026)
1,822.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+351.5万股
97 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-227.2万股
71 · 14 清仓 · ≈
⚖️ 净额
+124.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.92亿
持有机构数
173
新买入
24
加仓
73
减仓
57
清仓
14
持股不变
19
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#97$1.76亿404.5万股$1.03亿238.1万股+166.4万股+69.88%加仓
LPL金融LPL Financial LLC
0.01%0.02%#90$6,415.2万147.5万股$6,531.4万150.3万股-2.8万股-1.85%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.08%#62$5,803.5万133.5万股$5,468.1万125.8万股+7.6万股+6.06%加仓
Savant资本Savant Capital, LLC
0.15%0.12%#38$4,949.0万113.9万股$2,553.9万58.8万股+55.1万股+93.71%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.33%0.34%#19$3,388.0万77.9万股$2,936.9万67.6万股+10.3万股+15.28%加仓
Prestige Wealth Management Group LLC
5.33%5.85%#2$2,934.8万67.5万股$2,981.1万68.6万股-1.1万股-1.62%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#126$2,738.9万63.0万股$2,541.5万58.5万股+4.5万股+7.69%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.03%#84$2,485.9万57.2万股$2,724.4万62.7万股-5.5万股-8.82%减仓
WealthPlan Investment Management, LLC
1.05%1.23%#8$2,120.4万48.8万股$2,205.6万50.8万股-2.0万股-3.93%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#143$1,812.3万41.7万股$1,044.2万23.6万股+18.1万股+76.70%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#123$1,629.3万37.5万股$1,231.1万28.3万股+9.1万股+32.26%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.52%0.56%#13$1,434.1万33.0万股$1,393.0万32.1万股+9,236股+2.88%加仓
Grey Ledge Advisors, LLC
2.42%2.6%#3$1,204.8万28.3万股$1,150.8万26.5万股+1.8万股+6.76%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.14%0.16%#39$1,181.8万27.2万股$1,161.9万26.7万股+4,392股+1.64%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.13%0.14%#43$1,165.7万26.8万股$1,121.2万25.8万股+1.0万股+3.90%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.36%0.39%#16$1,097.8万25.1万股$1,088.1万25.1万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#136$1,072.6万24.7万股$1,151.5万26.5万股-1.8万股-6.84%减仓
FIDUCIARY FINANCIAL ADVISORS
0.99%#9$976.6万22.5万股$00股+22.5万股新买入
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#108$902.7万20.8万股$909.8万20.9万股-1,774股-0.85%减仓
Atria投资Atria Investments, Inc
0.09%0.13%#56$870.3万20.0万股$1,144.8万26.3万股-6.3万股-24.04%减仓
Broussard Financial Group LLC
6.26%6.38%#1$781.6万18.0万股$797.9万18.4万股-3,866股-2.11%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.06%0.08%#63$691.3万15.9万股$690.8万15.9万股00.00%持仓不变
RFG顾问RFG Advisory, LLC
0.1%0.12%#49$670.5万15.4万股$659.2万15.2万股+2,495股+1.64%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.09%#80$618.5万14.2万股$1,876.4万43.2万股-29.0万股-67.06%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#119$615.2万14.1万股$589.0万13.6万股+5,926股+4.37%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#115$594.4万13.7万股$359.0万8.3万股+5.4万股+65.48%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#140$536.2万12.3万股$520.2万12.0万股+3,589股+3.00%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#145$517.4万11.9万股$504.2万11.6万股+2,947股+2.54%加仓
LANARK FINANCIAL, INC.
0.33%0.35%#18$493.7万11.4万股$464.0万10.7万股+6,751股+6.32%加仓
Oxinas Partners, LLC
1.93%2.21%#5$490.7万11.3万股$483.1万11.1万股+1,669股+1.50%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#157$468.9万10.7万股$466.6万10.8万股-437股-0.41%减仓
OPTIMA CAPITAL LLC
1.78%2.04%#6$452.2万10.4万股$440.1万10.1万股+2,708股+2.67%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#118$357.5万8.2万股$350.1万8.1万股+1,650股+2.05%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#114$349.2万8.0万股$235.5万5.4万股+2.6万股+48.13%加仓
Freedom Investment Management, Inc.
0.9%0.95%#11$323.9万7.4万股$320.8万7.4万股+655股+0.89%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#156$321.0万7.4万股$00股+7.4万股新买入
Sharper & Granite LLC
0.96%1%#10$310.4万7.1万股$293.6万6.8万股+3,819股+5.65%加仓
WealthPoint Financial, LLC
2.15%2.46%#4$294.8万6.8万股$293.9万6.8万股+164股+0.24%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#104$290.2万6.7万股$430.1万9.9万股-3.2万股-32.58%减仓
MarinerMariner, LLC
<0.01%0.01%#129$285.4万6.6万股$560.6万12.9万股-6.3万股-49.14%减仓
Ascentis Independent Advisors
0.37%0.22%#14$281.0万6.5万股$291.5万6.7万股-2,420股-3.61%减仓
AMERICAN FINANCIAL & TAX STRATEGIES INC
1.26%1.35%#7$278.0万6.4万股$277.5万6.4万股+68股+0.11%加仓
Main Street Financial Solutions, LLC
0.17%#34$272.2万6.3万股$00股+6.3万股新买入
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#149$257.5万5.9万股$257.3万5.9万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.03%0.04%#75$247.8万5.7万股$242.7万5.6万股+1,138股+2.04%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#98$239.8万5.5万股$146.9万3.4万股+2.1万股+63.19%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.03%0.03%#79$224.9万5.2万股$223.5万5.1万股+279股+0.54%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#101$220.5万5.1万股$203.9万4.7万股+3,769股+8.03%加仓
Heck Capital Advisors, LLC
0.12%#44$209.2万4.8万股$00股+4.8万股新买入
Golden State Wealth Management, LLC
0.17%0.2%#32$190.4万4.4万股$180.7万4.2万股+2,211股+5.32%加仓

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