13F 机构持仓

DLN WISDOMTREE TR

US LARGECAP DIVD

持有机构数4772026Q2
26Q126Q2
机构合计持股(股)43,746,2792026Q2
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
2026Q247743,746,279$42.08亿 2415513317$8,436.38万
2026Q146842,577,309$37.96亿 2915313720-$1,401.24万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

LPL Financial LLC加仓$2,781.04万
AMERIPRISE FINANCIAL INC加仓$1,280.37万
Arkadios Wealth Advisors加仓$957.37万
WELLS FARGO & COMPANY/MN加仓$943.68万
BANK OF AMERICA CORP /DE/加仓$616.77万
GREAT VALLEY ADVISOR GROUP, INC.加仓$504.97万
Cetera Investment Advisers加仓$499.06万
Advisors Preferred, LLC加仓$498.88万
FIFTH THIRD BANCORP新建仓$474.58万
Stenger Family Office, LLC新建仓$451.73万
Trilogy Capital Inc.加仓$422.68万
Kestra Advisory Services, LLC加仓$386.76万
Concurrent Investment Advisors, LLC加仓$370.95万
GOLDMAN SACHS GROUP INC加仓$322.90万
Centennial Wealth Advisory LLC加仓$301.91万
Cambridge Investment Research Advisors, Inc.加仓$281.40万
Qube Research & Technologies Ltd加仓$234.75万
Private Advisor Group, LLC加仓$220.41万
GSG Advisors LLC新建仓$172.44万
BlackRock, Inc.加仓$152.35万

2026Q1 卖出最多

Align Financial, LLC减仓-$2,796.50万
Corient Private Wealth LP减仓-$2,176.84万
PNC Financial Services Group, Inc.减仓-$1,634.64万
RFG Advisory, LLC减仓-$998.62万
Advisors Capital Management, LLC减仓-$734.03万
Redhawk Wealth Advisors, Inc.清仓-$686.55万
Clearstead Advisors, LLC减仓-$680.03万
Baird Financial Group, Inc.减仓-$657.02万
LAKE STREET PRIVATE WEALTH, LLC减仓-$534.04万
Bank of New York Mellon Corp减仓-$510.06万
FIRST AMERICAN TRUST, FSB减仓-$445.77万
ROYAL BANK OF CANADA减仓-$402.88万
UBS Group AG减仓-$389.07万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$361.34万
Stratos Wealth Partners, LTD.减仓-$338.61万
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.清仓-$248.40万
CITADEL ADVISORS LLC减仓-$197.45万
Waterway Wealth Management, LLC减仓-$196.21万
Caliber Wealth Management, LLC / KS减仓-$182.28万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$179.48万

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 LLC3,886,664$3.47亿0.09%311,322加仓
PNC Financial Services Group, Inc.3,668,298$3.28亿0.19%-182,989减仓
MORGAN STANLEY2,870,177$2.56亿0.02%8,925加仓
Focus Partners Wealth2,588,235$2.31亿0.26%9,077加仓
AMERIPRISE FINANCIAL INC1,919,734$1.71亿0.04%143,330加仓
Creative Planning1,367,740$1.22亿0.08%-18,204减仓
GREAT VALLEY ADVISOR GROUP, INC.1,346,277$1.20亿2.19%56,529加仓
UBS Group AG1,315,889$1.18亿0.02%-43,554减仓
BANK OF AMERICA CORP /DE/1,211,307$1.08亿0.01%69,044加仓
Trilogy Capital Inc.1,165,060$1.04亿4.59%47,317加仓
Evercore Wealth Management, LLC1,046,430$9,347.76万1.47%12,571加仓
Cetera Investment Advisers1,006,997$8,995.50万0.10%55,867加仓
Clearstead Advisors, LLC976,282$8,721.13万0.80%-76,126减仓
WELLS FARGO & COMPANY/MN804,461$7,186.25万0.01%105,640加仓
Cambridge Investment Research Advisors, Inc.753,581$6,731.70万0.17%31,501加仓
ENVESTNET ASSET MANAGEMENT INC734,768$6,563.69万0.02%-14,765减仓
COMMONWEALTH EQUITY SERVICES, LLC595,329$5,318.07万0.07%1,911加仓
RAYMOND JAMES FINANCIAL INC595,138$5,316.37万0.02%-3,248减仓
Waterway Wealth Management, LLC675,342$5,292.08万11.70%-25,039减仓
OSAIC HOLDINGS, INC.511,879$4,573.22万0.07%7,440加仓
ROYAL BANK OF CANADA466,523$4,167.50万0.01%-45,100减仓
CLG LLC430,968$3,849.84万9.56%-2,617减仓
IAG Wealth Partners, LLC399,184$3,565.91万3.98%8,623加仓
Lee, Kelleher & Klein Wealth Management384,193$3,432.00万20.42%12,290加仓
GOLDMAN SACHS GROUP INC360,723$3,222.34万0.00%36,147加仓
Rockefeller Capital Management L.P.360,310$3,218.65万0.06%-9,555减仓
LRI Investments, LLC332,836$2,973.22万2.42%-1,200减仓
Stratos Wealth Partners, LTD.329,663$2,944.89万0.33%-37,906减仓
Fox Financial, Inc313,429$2,799.86万22.85%2,045加仓
Private Advisor Group, LLC285,986$2,554.71万0.12%24,674加仓
Baird Financial Group, Inc.276,256$2,467.80万0.04%-73,550减仓
FIDELIS iM, LLC265,790$2,374.30万8.99%-1,932减仓
Fairway Wealth LLC262,860$2,348.01万6.20%-16,091减仓
MAI Capital Management258,248$2,306.93万0.13%8,972加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO243,855$2,178.36万0.01%15,772加仓
Kestra Advisory Services, LLC242,960$2,170.36万0.08%43,296加仓
Corient Private Wealth LP238,925$2,125.39万0.03%-244,709减仓
NerdWallet Wealth Partners, LLC235,046$2,099.70万9.16%12,803加仓
D.A. DAVIDSON & CO.213,330$1,905.68万0.12%2,357加仓
Sanctuary Advisors, LLC209,764$1,873.82万0.10%6,852加仓
Revolve Wealth Partners, LLC197,288$1,762.37万2.29%-14,975减仓
HighTower Advisors, LLC194,476$1,737.25万0.02%9,028加仓
Steward Partners Investment Advisory, LLC191,208$1,708.07万0.09%686加仓
Main Street Financial Solutions, LLC190,166$1,698.76万1.24%-2,240减仓
JPMORGAN CHASE & CO187,412$1,642.11万0.00%1,212加仓
truNorth Financial Services, Inc.144,372$1,289.67万13.34%5,576加仓
BLAIR WILLIAM & CO/IL131,267$1,172.60万0.03%13,064加仓
Arkadios Wealth Advisors126,091$1,126.36万0.18%107,173加仓
Advisors Preferred, LLC122,349$1,092.94万1.62%55,847加仓
United Advisor Group, LLC122,029$1,090.08万1.34%854加仓

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