AGGY WISDOMTREE TR
YIELD ENHANCD US
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 174 | 18,181,776 | $7.90亿 | 15 | 74 | 57 | 13 | $9,797.78万 |
| 2026Q1 | 165 | 17,095,068 | $7.43亿 | 11 | 89 | 42 | 13 | $5,987.27万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Prime Capital Investment Advisors, LLC | 新建仓 | $2,936.85万 |
| WealthPlan Investment Management, LLC | 加仓 | $1,161.45万 |
| Main Street Financial Solutions, LLC | 新建仓 | $313.74万 |
| CITADEL ADVISORS LLC | 加仓 | $280.61万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $257.31万 |
| Cetera Investment Advisers | 加仓 | $251.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $248.30万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $225.71万 |
| Prestige Wealth Management Group LLC | 加仓 | $223.48万 |
| CWM, LLC | 加仓 | $212.05万 |
| UBS Group AG | 加仓 | $193.03万 |
| Kestra Advisory Services, LLC | 加仓 | $149.90万 |
| Independent Advisor Alliance | 新建仓 | $149.44万 |
| Ascentis Independent Advisors | 加仓 | $118.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $114.76万 |
| LPL Financial LLC | 加仓 | $112.72万 |
| MORGAN STANLEY | 加仓 | $104.94万 |
| Gateway Wealth Partners, LLC | 加仓 | $103.11万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 加仓 | $102.04万 |
| WIN ADVISORS, INC | 新建仓 | $101.26万 |
2026Q1 卖出最多
| Insight Advisors, LLC/ PA | 减仓 | -$787.87万 |
| HighTower Advisors, LLC | 减仓 | -$359.45万 |
| NorthCrest Asset Manangement, LLC | 清仓 | -$235.18万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$233.07万 |
| Trilogy Capital Inc. | 减仓 | -$164.79万 |
| Independent Wealth Network Inc. | 清仓 | -$153.47万 |
| Merit Financial Group, LLC | 减仓 | -$105.17万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$85.54万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$84.11万 |
| Golden State Wealth Management, LLC | 减仓 | -$52.88万 |
| JANE STREET GROUP, LLC | 重新持有 | -$50.76万 |
| Westwood Wealth Management | 清仓 | -$42.94万 |
| Savant Capital, LLC | 减仓 | -$41.26万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$40.78万 |
| Opal Wealth Advisors, LLC | 清仓 | -$39.20万 |
| SFE Investment Counsel | 清仓 | -$38.53万 |
| Reyes Financial Architecture, Inc. | 减仓 | -$29.78万 |
| IFP Advisors, Inc | 减仓 | -$21.51万 |
| Cambridge Investment Research Advisors, Inc. | 清仓 | -$21.20万 |
| Vantage Point Financial LLC | 清仓 | -$20.23万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,380,754 | $1.03亿 | 0.01% | 51,948 | 加仓 |
| LPL Financial LLC | 1,503,200 | $6,531.40万 | 0.02% | 25,942 | 加仓 |
| CWM, LLC | 1,286,071 | $5,587.98万 | 0.15% | 48,803 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,258,475 | $5,468.08万 | 0.08% | -53,641 | 减仓 |
| Prestige Wealth Management Group LLC | 686,094 | $2,981.08万 | 5.85% | 51,433 | 加仓 |
| Prime Capital Investment Advisors, LLC | 675,916 | $2,936.85万 | 0.34% | 675,916 | 新建仓 |
| HighTower Advisors, LLC | 627,024 | $2,724.38万 | 0.03% | -82,728 | 减仓 |
| Savant Capital, LLC | 587,789 | $2,553.94万 | 0.12% | -9,496 | 减仓 |
| UBS Group AG | 584,935 | $2,541.54万 | 0.00% | 44,426 | 加仓 |
| WealthPlan Investment Management, LLC | 507,625 | $2,205.63万 | 1.23% | 267,307 | 加仓 |
| Private Advisor Group, LLC | 431,859 | $1,876.43万 | 0.09% | 18,657 | 加仓 |
| FIRST FOUNDATION ADVISORS | 320,599 | $1,393.00万 | 0.56% | 10,464 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 283,335 | $1,231.09万 | 0.00% | 26,411 | 加仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 267,413 | $1,161.91万 | 0.16% | 22,770 | 加仓 |
| AMERIPRISE FINANCIAL INC | 264,791 | $1,151.45万 | 0.00% | -19,341 | 减仓 |
| Grey Ledge Advisors, LLC | 264,850 | $1,150.78万 | 2.60% | 6,456 | 加仓 |
| MORGAN STANLEY | 264,328 | $1,148.51万 | 0.00% | 24,151 | 加仓 |
| Atria Investments, Inc | 263,486 | $1,144.85万 | 0.13% | 1,719 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 258,041 | $1,121.19万 | 0.14% | 23,485 | 加仓 |
| Smartleaf Asset Management LLC | 251,297 | $1,088.12万 | 0.39% | 9,482 | 加仓 |
| Cetera Investment Advisers | 209,397 | $909.83万 | 0.01% | 57,867 | 加仓 |
| Broussard Financial Group LLC | 183,633 | $797.89万 | 6.38% | 12,512 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 158,989 | $690.81万 | 0.08% | 10,525 | 加仓 |
| RFG Advisory, LLC | 151,712 | $659.19万 | 0.12% | 5,118 | 加仓 |
| STIFEL FINANCIAL CORP | 135,553 | $588.98万 | 0.01% | -1,101 | 减仓 |
| Mariner, LLC | 129,028 | $560.63万 | 0.01% | -1,322 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 119,723 | $520.20万 | 0.00% | 57,147 | 加仓 |
| WELLS FARGO & COMPANY/MN | 116,039 | $504.19万 | 0.00% | -9,385 | 减仓 |
| Oxinas Partners, LLC | 111,192 | $483.13万 | 2.21% | 5,176 | 加仓 |
| Merit Financial Group, LLC | 108,032 | $469.40万 | 0.03% | -24,205 | 减仓 |
| JPMORGAN CHASE & CO | 107,764 | $466.62万 | 0.00% | 1,381 | 加仓 |
| LANARK FINANCIAL, INC. | 106,787 | $463.99万 | 0.35% | 11,465 | 加仓 |
| OPTIMA CAPITAL LLC | 101,290 | $440.10万 | 2.04% | 3,546 | 加仓 |
| Kestra Advisory Services, LLC | 98,998 | $430.14万 | 0.02% | 34,500 | 加仓 |
| OSAIC HOLDINGS, INC. | 82,619 | $358.97万 | 0.01% | 3,201 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 80,567 | $350.06万 | 0.01% | 1,436 | 加仓 |
| Freedom Investment Management, Inc. | 73,841 | $320.84万 | 0.95% | 9,550 | 加仓 |
| Main Street Financial Solutions, LLC | 72,207 | $313.74万 | 0.23% | 72,207 | 新建仓 |
| CITADEL ADVISORS LLC | 69,873 | $303.60万 | 0.00% | 64,582 | 加仓 |
| JANE STREET GROUP, LLC | 68,192 | $296.29万 | 0.00% | -11,683 | 重新持有 |
| WealthPoint Financial, LLC | 67,644 | $293.92万 | 2.46% | 6,417 | 加仓 |
| Sharper & Granite LLC | 67,572 | $293.60万 | 1.00% | 20,195 | 加仓 |
| Ascentis Independent Advisors | 67,064 | $291.51万 | 0.22% | 27,212 | 加仓 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 63,859 | $277.47万 | 1.35% | -325 | 减仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 59,220 | $257.31万 | 0.00% | 59,220 | 新建仓 |
| HARBOUR INVESTMENTS, INC. | 55,864 | $242.73万 | 0.04% | 10,479 | 加仓 |
| MML INVESTORS SERVICES, LLC | 54,210 | $235.54万 | 0.01% | -19,688 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 51,439 | $223.50万 | 0.03% | 1,079 | 加仓 |
| Concurrent Investment Advisors, LLC | 47,701 | $207.26万 | 0.02% | 7,598 | 加仓 |
| AE Wealth Management LLC | 46,934 | $203.93万 | 0.01% | 5,205 | 加仓 |
内部人交易(Form 4)
AGGY 董事、高管和大股东的最新买卖申报。专业版可看 🔒