13F 机构持仓

DGRS WISDOMTREE TR

US S CAP QTY DIV

持有机构数1312026Q2
26Q126Q2
机构合计持股(股)4,032,8332026Q2
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
2026Q21314,032,833$2.39亿 839495-$1,413.65万
2026Q11274,251,127$2.25亿 11463910-$498.17万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BANK OF NOVA SCOTIA新建仓$447.12万
MORGAN STANLEY加仓$395.76万
Stonebridge Financial Group, LLC加仓$111.13万
Modern Wealth Management, LLC加仓$94.39万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$78.94万
LPL Financial LLC加仓$62.08万
Independent Advisor Alliance加仓$53.61万
OSAIC HOLDINGS, INC.加仓$52.53万
XML Financial, LLC加仓$50.63万
Avidian Wealth Enterprises, LLC新建仓$48.20万
Gateway Wealth Partners, LLC新建仓$38.41万
LVM CAPITAL MANAGEMENT LTD/MI加仓$34.99万
UBS Group AG加仓$33.83万
LifeWealth Investments, LLC加仓$24.46万
IMC-Chicago, LLC新建仓$24.25万
HUNTINGTON NATIONAL BANK新建仓$24.13万
MERCER GLOBAL ADVISORS INC /ADV加仓$22.25万
Redwood Family Wealth LLC新建仓$20.85万
Savant Capital, LLC新建仓$20.29万
COMMONWEALTH EQUITY SERVICES, LLC加仓$19.18万

2026Q1 卖出最多

RAYMOND JAMES FINANCIAL INC减仓-$1,012.90万
Marshall & Sterling Wealth Advisors Inc.减仓-$175.74万
Capital Advisors, Ltd. LLC减仓-$156.90万
Philip James Wealth Mangement, LLC减仓-$116.20万
Linscomb Wealth, Inc.减仓-$87.30万
Lido Advisors, LLC减仓-$83.35万
WELLS FARGO & COMPANY/MN减仓-$69.82万
CERTUITY, LLC减仓-$50.59万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$48.05万
Princeton Global Asset Management LLC减仓-$46.79万
Stonebridge Wealth Management, LLC减仓-$45.88万
Collaborative Wealth Managment Inc.清仓-$41.39万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$38.49万
Virtu Financial LLC清仓-$36.30万
Stratos Wealth Partners, LTD.减仓-$32.13万
BANK OF AMERICA CORP /DE/减仓-$29.45万
Summit Financial, LLC重新持有-$26.61万
Waverly Advisors, LLC清仓-$24.68万
Lynch Investment Planning, LLC清仓-$23.65万
Avant Capital LLC清仓-$23.16万

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
LPL Financial LLC558,856$2,959.58万0.01%11,722加仓
MORGAN STANLEY521,238$2,760.36万0.00%74,731加仓
Stonebridge Financial Group, LLC281,579$1,491.18万1.23%20,984加仓
Lido Advisors, LLC235,589$1,247.64万0.04%-15,739减仓
RAYMOND JAMES FINANCIAL INC226,964$1,201.95万0.00%-191,265减仓
BANK OF AMERICA CORP /DE/180,504$955.90万0.00%-5,561减仓
LVM CAPITAL MANAGEMENT LTD/MI144,094$763.10万0.72%6,607加仓
United Advisor Group, LLC124,667$660.21万0.81%3,121加仓
UBS Group AG106,269$562.78万0.00%6,388加仓
COMMONWEALTH EQUITY SERVICES, LLC104,912$555.59万0.01%3,622加仓
XML Financial, LLC103,184$546.44万0.44%9,561加仓
Linscomb Wealth, Inc.100,693$533.25万0.24%-16,484减仓
Founders Financial Alliance, LLC95,245$504.40万0.91%2,383加仓
Modern Wealth Management, LLC94,025$500.68万0.09%17,725加仓
ROYAL BANK OF CANADA89,730$475.20万0.00%-3,000减仓
BANK OF NOVA SCOTIA84,430$447.12万0.01%84,430新建仓
COLUMBIA ADVISORY PARTNERS LLC78,681$416.68万2.66%-691减仓
Stonebridge Wealth Management, LLC66,289$351.05万3.36%-8,663减仓
Philip James Wealth Mangement, LLC55,201$292.33万0.34%-21,942减仓
Independent Advisor Alliance54,356$287.86万0.03%10,123加仓
CWM, LLC48,264$255.59万0.01%-2,143减仓
Stratos Wealth Partners, LTD.46,732$247.49万0.03%-6,067减仓
Dickmeyer Boyce Financial Management, Inc.42,315$224.09万1.32%——
Strategic Financial Concepts, LLC36,918$195.51万0.49%3,302重新持有
Vestmark Advisory Solutions, Inc.36,014$190.72万0.02%2,108加仓
CERTUITY, LLC35,513$188.07万0.12%-9,553减仓
CAPTRUST FINANCIAL ADVISORS33,310$176.38万0.00%-3,049减仓
Private Advisor Group, LLC29,496$156.21万0.01%134加仓
TWO SIGMA INVESTMENTS, LP29,100$154.11万0.00%2,800重新持有
ENVESTNET ASSET MANAGEMENT INC28,669$151.82万0.00%2,871加仓
LifeWealth Investments, LLC28,328$150.02万0.45%4,618加仓
Everstar Asset Management, LLC25,804$136.76万0.73%1,067加仓
Cambridge Investment Research Advisors, Inc.20,702$109.60万0.00%1,217加仓
OSAIC HOLDINGS, INC.18,659$98.81万0.00%9,919加仓
Allworth Financial LP18,233$96.56万0.00%-310减仓
Cetera Investment Advisers16,494$87.35万0.00%-3,627减仓
PRECEDENT WEALTH PARTNERS, LLC16,225$85.92万0.17%201加仓
JPMORGAN CHASE & CO15,993$83.56万0.00%1,395加仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC14,907$78.94万0.00%14,907新建仓
HARBOR INVESTMENT ADVISORY, LLC14,185$75.12万0.06%2,683加仓
Creative Planning13,430$71.12万0.00%-143减仓
Ascentis Independent Advisors13,144$69.61万0.05%478重新持有
Sovran Advisors, LLC11,711$66.75万0.05%277加仓
OPPENHEIMER & CO INC12,316$65.22万0.01%765加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,225$54.15万0.00%220加仓
Team Financial Group, LLC10,009$53.01万0.24%-1,071减仓
Summit Financial, LLC9,826$52.04万0.01%-5,024重新持有
WealthPoint Financial, LLC9,803$51.91万0.43%611加仓
IHT Wealth Management, LLC9,792$51.85万0.01%-1,123减仓
FIRST NATIONAL BANK SIOUX FALLS9,052$50.05万0.14%273加仓

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