DES WISDOMTREE TR
US SMALLCAP DIVD
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 | 370 | 28,787,134 | $11.71亿 | 29 | 124 | 130 | 15 | $1,488.74万 |
| 2026Q1 | 353 | 28,399,589 | $10.21亿 | 20 | 115 | 128 | 14 | $9.88万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| WELLS FARGO & COMPANY/MN | 加仓 | $294.90万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $286.74万 |
| MORGAN STANLEY | 加仓 | $224.08万 |
| Bank of New York Mellon Corp | 加仓 | $148.20万 |
| Kestra Advisory Services, LLC | 加仓 | $139.94万 |
| Arkadios Wealth Advisors | 加仓 | $131.55万 |
| Total Clarity Wealth Management, Inc. | 加仓 | $130.77万 |
| NBT BANK, N.A. | 加仓 | $96.80万 |
| Arax Advisory Partners | 加仓 | $84.73万 |
| Del-Sette Capital Management, LLC | 加仓 | $82.41万 |
| FIFTH THIRD BANCORP | 新建仓 | $79.48万 |
| Merit Financial Group, LLC | 加仓 | $62.89万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $62.60万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $61.25万 |
| Valmark Advisers, Inc. | 加仓 | $56.27万 |
| Sumitomo Mitsui Trust Group, Inc. | 新建仓 | $54.97万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $52.58万 |
| AdvisorNet Financial, Inc | 加仓 | $48.31万 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 新建仓 | $47.62万 |
| Melone Private Wealth, LLC | 加仓 | $44.77万 |
2026Q1 卖出最多
| UBS Group AG | 减仓 | -$363.69万 |
| ROYAL BANK OF CANADA | 减仓 | -$296.09万 |
| LPL Financial LLC | 减仓 | -$289.90万 |
| Corient Private Wealth LP | 减仓 | -$251.13万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$234.31万 |
| Align Financial, LLC | 减仓 | -$135.60万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$102.04万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$100.74万 |
| M&T Bank Corp | 减仓 | -$90.76万 |
| Cerity Partners LLC | 减仓 | -$82.63万 |
| JPMORGAN CHASE & CO | 减仓 | -$65.48万 |
| SouthState Bank Corp | 减仓 | -$61.83万 |
| HighTower Advisors, LLC | 减仓 | -$57.07万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$56.30万 |
| Creative Planning | 减仓 | -$55.07万 |
| BIP Wealth, LLC | 减仓 | -$48.56万 |
| Montecito Bank & Trust | 减仓 | -$47.67万 |
| Prosperity Consulting Group, LLC | 减仓 | -$42.65万 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 减仓 | -$42.30万 |
| Apollon Wealth Management, LLC | 减仓 | -$36.44万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,763,378 | $9,931.58万 | 0.01% | 62,347 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,457,823 | $8,833.42万 | 0.01% | 17,417 | 加仓 |
| LPL Financial LLC | 1,425,551 | $5,123.43万 | 0.01% | -80,661 | 减仓 |
| UBS Group AG | 1,387,244 | $4,985.76万 | 0.01% | -101,194 | 减仓 |
| Creative Planning | 1,347,290 | $4,842.16万 | 0.03% | -15,324 | 减仓 |
| M&T Bank Corp | 1,031,795 | $3,708.27万 | 0.13% | -25,252 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 850,320 | $3,056.05万 | 0.05% | -65,196 | 减仓 |
| WELLS FARGO & COMPANY/MN | 811,485 | $2,916.47万 | 0.01% | 82,053 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 762,074 | $2,699.66万 | 0.01% | 80,943 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 747,670 | $2,687.13万 | 0.01% | -28,031 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 717,664 | $2,579.29万 | 0.09% | 6,486 | 加仓 |
| HUNTINGTON NATIONAL BANK | 699,258 | $2,513.13万 | 0.14% | 6,434 | 加仓 |
| ROYAL BANK OF CANADA | 681,578 | $2,449.60万 | 0.00% | -82,384 | 减仓 |
| AMERIPRISE FINANCIAL INC | 417,602 | $1,500.96万 | 0.00% | 9,381 | 加仓 |
| Valmark Advisers, Inc. | 348,798 | $1,253.58万 | 0.15% | 15,657 | 加仓 |
| Destination Wealth Management | 329,246 | $1,183.31万 | 0.31% | -2,566 | 减仓 |
| Cetera Investment Advisers | 320,538 | $1,152.01万 | 0.01% | 1,290 | 加仓 |
| Allen Investment Management, LLC | 293,475 | $1,054.46万 | 0.13% | 0 | 不变 |
| Kestra Advisory Services, LLC | 274,010 | $984.79万 | 0.04% | 38,937 | 加仓 |
| Bank of New York Mellon Corp | 251,341 | $903.32万 | 0.00% | 41,236 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 240,297 | $863.63万 | 0.01% | -4,807 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 239,203 | $859.69万 | 0.00% | 5,105 | 加仓 |
| Curi Capital, LLC | 222,167 | $798.47万 | 0.14% | 7,240 | 加仓 |
| ASSETMARK, INC | 217,761 | $782.63万 | 0.02% | -4,860 | 减仓 |
| BIP Wealth, LLC | 213,769 | $768.28万 | 0.31% | -13,512 | 减仓 |
| Del-Sette Capital Management, LLC | 212,232 | $762.76万 | 4.56% | 22,930 | 加仓 |
| HC Advisors, LLC | 206,534 | $742.28万 | 4.97% | 1,595 | 加仓 |
| One Wealth Map LLC | 183,610 | $709.47万 | 3.07% | -4,438 | 减仓 |
| OSAIC HOLDINGS, INC. | 176,855 | $635.66万 | 0.01% | 3,692 | 加仓 |
| JPMORGAN CHASE & CO | 175,720 | $622.05万 | 0.00% | -18,497 | 减仓 |
| Melone Private Wealth, LLC | 172,167 | $618.77万 | 2.53% | 12,457 | 加仓 |
| Lee, Kelleher & Klein Wealth Management | 162,739 | $584.88万 | 3.48% | 8,914 | 加仓 |
| Cascade Financial Partners, LLC | 159,821 | $574.40万 | 0.59% | -1,711 | 减仓 |
| Key Financial Inc | 158,701 | $570.37万 | 1.02% | -3,092 | 减仓 |
| Prosperity Consulting Group, LLC | 152,818 | $549.23万 | 0.24% | -11,866 | 减仓 |
| Baird Financial Group, Inc. | 149,262 | $536.45万 | 0.01% | 115 | 加仓 |
| STIFEL FINANCIAL CORP | 146,727 | $527.35万 | 0.00% | 10,058 | 加仓 |
| Rockefeller Capital Management L.P. | 145,334 | $522.33万 | 0.01% | 717 | 加仓 |
| Stonebridge Wealth Management, LLC | 140,617 | $505.38万 | 4.84% | -6,014 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132,137 | $474.90万 | 0.08% | 3,445 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 130,300 | $468.30万 | 0.00% | -2,800 | 重新持有 |
| Three Bearings Fiduciary Advisors, Inc. | 128,603 | $462.20万 | 4.47% | 604 | 加仓 |
| Parcion Private Wealth LLC | 128,500 | $461.83万 | 0.29% | 0 | 不变 |
| CROBAN | 126,974 | $456.21万 | 2.15% | 5,010 | 加仓 |
| Janney Montgomery Scott LLC | 124,839 | $448.70万 | 0.01% | -2,968 | 减仓 |
| Frazier Financial Advisors, LLC | 118,711 | $426.65万 | 2.36% | 229 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 114,540 | $415.32万 | 0.01% | -28,140 | 减仓 |
| Wealthcare Advisory Partners LLC | 100,160 | $359.97万 | 0.07% | -2,788 | 减仓 |
| AdvisorNet Financial, Inc | 95,624 | $343.67万 | 0.18% | 13,441 | 加仓 |
| Steward Partners Investment Advisory, LLC | 92,361 | $331.95万 | 0.02% | 17,043 | 加仓 |
内部人交易（Form 4）
DES 董事、高管和大股东的最新买卖申报。专业版可看 🔒