DGS WISDOMTREE TR
EMG MKTS SMCAP
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 | 254 | 17,633,568 | $11.40亿 | 12 | 101 | 80 | 17 | -$288.09万 |
| 2026Q1 | 259 | 17,793,458 | $10.68亿 | 12 | 98 | 90 | 11 | $630.36万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| AMERIPRISE FINANCIAL INC | 加仓 | $1,378.36万 |
| OLD MISSION CAPITAL LLC | 加仓 | $1,290.83万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $711.95万 |
| Empowered Funds, LLC | 新建仓 | $627.20万 |
| Discipline Wealth Solutions, LLC | 加仓 | $390.01万 |
| Mariner, LLC | 加仓 | $199.92万 |
| MORGAN STANLEY | 加仓 | $195.89万 |
| NATIONAL BANK OF CANADA /FI/ | 加仓 | $187.76万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $183.09万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $171.27万 |
| BlackRock, Inc. | 加仓 | $158.85万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $155.51万 |
| NorthCrest Asset Manangement, LLC | 新建仓 | $151.96万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $98.04万 |
| FIFTH THIRD BANCORP | 加仓 | $95.68万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $90.64万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 加仓 | $88.02万 |
| Independent Advisor Alliance | 新建仓 | $83.56万 |
| Farmers & Merchants Trust Co of Chambersburg PA | 加仓 | $81.59万 |
| UBS Group AG | 加仓 | $72.47万 |
2026Q1 卖出最多
| Creative Planning | 减仓 | -$1,851.87万 |
| Tortoise Investment Management, LLC | 减仓 | -$926.91万 |
| Avos Capital Management, LLC | 减仓 | -$600.35万 |
| SEVEN MILE ADVISORY | 清仓 | -$533.01万 |
| Efficient Advisors, LLC | 减仓 | -$432.47万 |
| Baird Financial Group, Inc. | 减仓 | -$380.14万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$246.36万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$175.50万 |
| LPL Financial LLC | 减仓 | -$165.99万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$146.58万 |
| BIP Wealth, LLC | 减仓 | -$118.33万 |
| Csenge Advisory Group | 减仓 | -$90.88万 |
| Premier Private Wealth Management LLC | 减仓 | -$72.90万 |
| Causey Wealth LLC | 减仓 | -$69.74万 |
| Diversify Advisory Services, LLC | 清仓 | -$66.29万 |
| Checchi Capital Advisers, LLC | 减仓 | -$65.12万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$60.33万 |
| Prosperity Consulting Group, LLC | 减仓 | -$52.17万 |
| Spectrum Wealth Advisory Group, LLC | 减仓 | -$50.60万 |
| MFA WEALTH ADVISORS, LLC | 减仓 | -$50.33万 |
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 |
|---|---|---|---|---|---|
| Creative Planning | 4,208,248 | $2.53亿 | 0.17% | -308,131 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,282,527 | $7,707.99万 | 0.01% | 118,461 | 加仓 |
| NATIONAL BANK OF CANADA /FI/ | 608,600 | $3,657.68万 | 0.03% | 31,242 | 加仓 |
| MORGAN STANLEY | 556,169 | $3,342.59万 | 0.00% | 32,594 | 加仓 |
| HighTower Advisors, LLC | 517,055 | $3,107.48万 | 0.03% | 6,074 | 加仓 |
| Unison Advisors LLC | 445,149 | $2,675.35万 | 2.03% | 685 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 440,521 | $2,647.53万 | 0.01% | 25,876 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 430,764 | $2,588.74万 | 0.05% | 30,466 | 加仓 |
| LPL Financial LLC | 416,879 | $2,505.44万 | 0.01% | -27,619 | 减仓 |
| FIFTH THIRD BANCORP | 378,528 | $2,274.95万 | 0.04% | 15,920 | 加仓 |
| OSAIC HOLDINGS, INC. | 367,119 | $2,206.40万 | 0.03% | -7,504 | 减仓 |
| AMERIPRISE FINANCIAL INC | 365,698 | $2,197.86万 | 0.01% | 229,343 | 加仓 |
| Focus Partners Wealth | 329,771 | $1,981.93万 | 0.02% | 2,511 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 321,354 | $1,931.34万 | 0.01% | 15,081 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 304,500 | $1,830.08万 | 0.33% | 14,646 | 加仓 |
| PARK AVENUE SECURITIES LLC | 260,365 | $1,564.80万 | 0.12% | 10,497 | 加仓 |
| WELLS FARGO & COMPANY/MN | 248,932 | $1,496.09万 | 0.00% | 4,616 | 加仓 |
| OLD MISSION CAPITAL LLC | 233,815 | $1,405.23万 | 0.22% | 214,780 | 加仓 |
| Cerity Partners LLC | 166,756 | $1,002.20万 | 0.01% | -5,333 | 减仓 |
| Baker Ellis Asset Management LLC | 164,465 | $988.43万 | 1.17% | 10,026 | 加仓 |
| Checchi Capital Advisers, LLC | 159,151 | $956.50万 | 0.48% | -10,836 | 减仓 |
| Neumann Capital Management, LLC | 157,417 | $946.08万 | 2.79% | -124 | 减仓 |
| BIP Wealth, LLC | 154,391 | $927.89万 | 0.38% | -19,688 | 减仓 |
| Portland Global Advisors LLC | 145,956 | $877.20万 | 0.94% | 2,162 | 加仓 |
| Cascade Financial Partners, LLC | 144,086 | $865.96万 | 0.89% | 6,967 | 加仓 |
| Rockefeller Capital Management L.P. | 135,448 | $814.05万 | 0.01% | -1,769 | 减仓 |
| Tortoise Investment Management, LLC | 131,140 | $788.15万 | 0.65% | -154,227 | 减仓 |
| Discipline Wealth Solutions, LLC | 122,314 | $735.11万 | 0.77% | 64,894 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 121,747 | $731.70万 | 0.02% | 16,312 | 加仓 |
| O'Connor Financial Group LLC | 121,255 | $728.74万 | 2.98% | -238 | 减仓 |
| Bristlecone Value Partners, LLC | 119,987 | $721.12万 | 6.35% | -6 | 减仓 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 117,979 | $709.06万 | 2.10% | 2,874 | 加仓 |
| BLUELINE ADVISORS LLC | 117,890 | $708.52万 | 5.49% | 8,365 | 加仓 |
| Stonebridge Wealth Management, LLC | 117,185 | $704.28万 | 6.75% | -1,094 | 减仓 |
| UBS Group AG | 116,627 | $700.93万 | 0.00% | 12,058 | 加仓 |
| Csenge Advisory Group | 114,484 | $688.05万 | 0.31% | -15,122 | 减仓 |
| Empowered Funds, LLC | 104,359 | $627.20万 | 0.04% | 104,359 | 新建仓 |
| Prosperity Consulting Group, LLC | 103,469 | $621.85万 | 0.28% | -8,680 | 减仓 |
| Steward Partners Investment Advisory, LLC | 94,516 | $568.04万 | 0.03% | 1,728 | 加仓 |
| SMITH, MOORE & CO. | 94,023 | $565.08万 | 0.41% | 1,267 | 加仓 |
| Spectrum Wealth Advisory Group, LLC | 88,536 | $532.10万 | 1.98% | -8,420 | 减仓 |
| TRB Wealth Management, LLC | 84,416 | $507.34万 | 0.72% | — | — |
| Shore Point Advisors, LLC | 104,164 | $492.78万 | 1.95% | 3,718 | 加仓 |
| BKM Wealth Management, LLC | 79,171 | $475.82万 | 1.74% | -489 | 减仓 |
| Cetera Investment Advisers | 75,817 | $455.66万 | 0.00% | -341 | 减仓 |
| Inlight Wealth Management, LLC | 70,733 | $425.11万 | 1.25% | -5,336 | 减仓 |
| Efficient Advisors, LLC | 68,935 | $414.30万 | 0.29% | -71,958 | 减仓 |
| Causey Wealth LLC | 67,917 | $408.18万 | 1.73% | -11,604 | 减仓 |
| Leibman Financial Services, Inc. | 67,567 | $406.08万 | 2.98% | 1,706 | 加仓 |
| rebel Financial LLC | 67,228 | $404.03万 | 1.75% | -3,311 | 减仓 |
内部人交易(Form 4)
DGS 董事、高管和大股东的最新买卖申报。专业版可看 🔒