13F 机构持仓

DFJ WISDOMTREE TR

JP SMALLCP DIV

持有机构数792026Q2
26Q126Q2
机构合计持股(股)1,759,1392026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2791,759,139$1.85亿 7221813-$736.64万
2026Q1821,825,947$1.86亿 1319184$89.20万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Apollon Wealth Management, LLC新建仓$546.15万
Guardian Partners Inc.新建仓$283.27万
BANK OF AMERICA CORP /DE/加仓$134.78万
WELLS FARGO & COMPANY/MN加仓$131.39万
INGALLS & SNYDER LLC加仓$121.83万
RAYMOND JAMES FINANCIAL INC加仓$67.18万
FMR LLC加仓$60.81万
Coppell Advisory Solutions LLC重新持有$38.82万
LPL Financial LLC加仓$38.56万
ROYAL BANK OF CANADA加仓$32.18万
MARSHALL WACE, LLP新建仓$28.88万
UBS Group AG加仓$24.80万
EXCHANGE TRADED CONCEPTS, LLC加仓$18.95万
JONES FINANCIAL COMPANIES LLLP加仓$10.29万
Essential Partners LLC加仓$9.85万
Vontobel Holding Ltd.加仓$8.30万
Owl Creek Wealth Partners LLC加仓$2.10万
OSAIC HOLDINGS, INC.加仓$8,108
Buck Wealth Strategies, LLC新建仓$6,622
BLUELINE ADVISORS LLC新建仓$5,276

2026Q2 卖出最多

Motley Fool Wealth Management, LLC清仓-$895.97万
FLOW TRADERS U.S. LLC清仓-$400.90万
MORGAN STANLEY减仓-$252.82万
Sankala Group LLC减仓-$223.13万
Bank of New York Mellon Corp清仓-$150.06万
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD清仓-$72.46万
Virtu Financial LLC清仓-$55.00万
JANE STREET GROUP, LLC清仓-$50.99万
RITHOLTZ WEALTH MANAGEMENT清仓-$41.39万
Barry Investment Advisors, LLC减仓-$29.99万
HighTower Advisors, LLC减仓-$29.11万
CITADEL ADVISORS LLC清仓-$27.84万
SACHEM HILL LLC减仓-$21.24万
Avestar Capital, LLC减仓-$16.26万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC减仓-$8.88万
Maridea Wealth Management LLC减仓-$5.45万
Beacon Pointe Advisors, LLC减仓-$5.27万
2UniFi Bank清仓-$2.55万
Cornerstone Capital, Inc.减仓-$2.11万
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors减仓-$1.42万

2026Q2 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
FMR LLC392,360$4,131.75万0.00%5,775加仓
RAYMOND JAMES FINANCIAL INC218,541$2,301.34万0.01%6,380加仓
MORGAN STANLEY218,221$2,297.98万0.00%-24,008减仓
WELLS FARGO & COMPANY/MN140,692$1,481.55万0.00%12,477加仓
Vontobel Holding Ltd.82,180$865.40万0.03%788加仓
Barry Investment Advisors, LLC82,114$864.70万1.81%-2,848减仓
BANK OF AMERICA CORP /DE/63,543$669.14万0.00%12,799加仓
SACHEM HILL LLC54,939$578.54万1.03%-2,017减仓
LPL Financial LLC54,009$568.74万0.00%3,662加仓
SCHWERIN BOYLE CAPITAL MANAGEMENT INC52,336$551.12万0.68%0不变
Apollon Wealth Management, LLC51,863$546.15万0.07%51,863新建仓
EXCHANGE TRADED CONCEPTS, LLC47,191$496.94万0.02%1,800加仓
HighTower Advisors, LLC41,682$438.93万0.00%-2,764减仓
UBS Group AG39,046$411.17万0.00%2,355加仓
Guardian Partners Inc.26,900$283.27万0.26%26,900新建仓
Sankala Group LLC14,363$162.47万1.08%-19,726减仓
INGALLS & SNYDER LLC14,302$150.60万0.04%11,570加仓
Avestar Capital, LLC14,263$150.20万0.08%-1,544减仓
CSS LLC/IL13,836$145.70万0.06%0不变
Gotham Asset Management, LLC12,607$132.76万0.00%0不变
Maridea Wealth Management LLC10,820$113.94万0.12%-518减仓
ROYAL BANK OF CANADA10,268$108.20万0.00%3,054加仓
Arkadios Wealth Advisors8,991$94.67万0.01%3加仓
JONES FINANCIAL COMPANIES LLLP7,949$84.43万0.00%969加仓
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,424$78.18万0.09%-135减仓
Beacon Pointe Advisors, LLC7,184$75.65万0.00%-500减仓
Cetera Investment Advisers7,124$75.02万0.00%-89减仓
Coppell Advisory Solutions LLC10,397$57.32万0.07%7,041重新持有
ROBERTS GLORE & CO INC /IL/5,122$53.93万0.13%2加仓
3EDGE Asset Management, LP4,900$51.60万0.02%-14减仓
Cornerstone Capital, Inc.4,162$43.83万0.04%-200减仓
Essential Partners LLC3,888$40.94万0.19%935加仓
AQR CAPITAL MANAGEMENT LLC3,833$40.36万0.00%8加仓
Core Wealth Partners LLC3,500$36.86万0.16%0不变
MEITAV INVESTMENT HOUSE LTD3,170$33.38万0.00%0不变
E&G Advisors, LLC2,864$30.16万0.06%0不变
MARSHALL WACE, LLP2,742$28.88万0.00%2,742新建仓
BROWN ADVISORY INC2,456$25.86万0.00%29加仓
Walkner Condon Financial Advisors LLC2,310$24.33万0.03%43加仓
PNC Financial Services Group, Inc.2,015$21.22万0.00%0不变
Rockefeller Capital Management L.P.1,916$20.18万0.00%-131减仓
Owl Creek Wealth Partners LLC1,768$18.62万0.05%199加仓
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,312$13.82万0.00%-843减仓
HM PAYSON & CO1,000$10.53万0.00%0不变
Smithfield Trust Co925$9.70万0.00%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO838$8.82万0.00%5加仓
Larson Financial Group LLC637$6.71万0.00%5加仓
Hanson & Doremus Investment Management620$6.50万0.01%0不变
BESSEMER GROUP INC412$4.30万0.00%0不变
BlackRock, Inc.380$4.00万0.00%0不变

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