DLS WISDOMTREE TR
INTL SMCAP DIV
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 | 206 | 5,513,932 | $4.60亿 | 11 | 58 | 75 | 10 | $8,812.09万 |
| 2026Q1 | 204 | 4,456,637 | $3.63亿 | 13 | 49 | 82 | 9 | -$1,072.44万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $618.17万 |
| JANE STREET GROUP, LLC | 加仓 | $195.83万 |
| Mariner, LLC | 加仓 | $166.33万 |
| TOWLE & CO | 新建仓 | $142.27万 |
| Kestra Advisory Services, LLC | 加仓 | $115.93万 |
| RFG Advisory, LLC | 新建仓 | $92.69万 |
| BCS Wealth Management | 新建仓 | $52.96万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $44.02万 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 新建仓 | $42.30万 |
| Baird Financial Group, Inc. | 加仓 | $38.45万 |
| FIFTH THIRD BANCORP | 加仓 | $33.04万 |
| Farther Finance Advisors, LLC | 加仓 | $30.03万 |
| Virtu Financial LLC | 新建仓 | $26.80万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $25.15万 |
| Cetera Investment Advisers | 加仓 | $23.27万 |
| Impact Capital Partners LLC | 加仓 | $22.67万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 新建仓 | $22.60万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $22.22万 |
| TopTier Wealth Management, LLC | 新建仓 | $19.53万 |
| AE Wealth Management LLC | 加仓 | $18.09万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$448.58万 |
| FLOW TRADERS U.S. LLC | 重新持有 | -$441.42万 |
| Alpha Omega Wealth Management LLC | 减仓 | -$245.70万 |
| Savant Capital, LLC | 减仓 | -$192.89万 |
| Tandem Investment Partners LLC | 减仓 | -$163.45万 |
| UBS Group AG | 减仓 | -$155.86万 |
| Prospera Financial Services Inc | 清仓 | -$153.01万 |
| CITADEL ADVISORS LLC | 重新持有 | -$104.36万 |
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$98.89万 |
| BIP Wealth, LLC | 减仓 | -$92.68万 |
| Checchi Capital Advisers, LLC | 减仓 | -$87.54万 |
| Csenge Advisory Group | 减仓 | -$71.92万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$71.51万 |
| Waterfront Wealth Inc. | 减仓 | -$66.74万 |
| BANK OF MONTREAL /CAN/ | 减仓 | -$47.65万 |
| Great Point Wealth Advisors, LLC | 减仓 | -$46.57万 |
| MORGAN STANLEY | 减仓 | -$32.51万 |
| TCI Wealth Advisors, Inc. | 清仓 | -$32.30万 |
| Focus Partners Wealth | 清仓 | -$22.22万 |
| CAPTRUST FINANCIAL ADVISORS | 清仓 | -$21.19万 |
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 751,429 | $6,124.15万 | 0.30% | -23,667 | 减仓 |
| BIP Wealth, LLC | 259,514 | $2,115.04万 | 0.86% | -11,372 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 257,909 | $2,101.96万 | 0.00% | 75,849 | 加仓 |
| LRI Investments, LLC | 193,374 | $1,576.00万 | 1.28% | -2,383 | 减仓 |
| MORGAN STANLEY | 156,725 | $1,277.32万 | 0.00% | -3,989 | 减仓 |
| HighTower Advisors, LLC | 114,526 | $933.35万 | 0.01% | -585 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 107,958 | $879.86万 | 0.00% | -716 | 减仓 |
| MAI Capital Management | 97,869 | $797.63万 | 0.05% | 616 | 加仓 |
| OSAIC HOLDINGS, INC. | 91,702 | $747.45万 | 0.01% | -1,046 | 减仓 |
| Compound Planning, Inc. | 83,147 | $677.65万 | 0.21% | -2,254 | 减仓 |
| WELLS FARGO & COMPANY/MN | 82,305 | $670.79万 | 0.00% | 3,086 | 加仓 |
| Evanson Asset Management, LLC | 81,887 | $667.38万 | 0.36% | -1,717 | 减仓 |
| Csenge Advisory Group | 73,724 | $600.85万 | 0.27% | -8,824 | 减仓 |
| FLOW TRADERS U.S. LLC | 70,662 | $575.90万 | 0.18% | -54,162 | 重新持有 |
| Great Point Wealth Advisors, LLC | 69,693 | $568.00万 | 1.05% | -5,714 | 减仓 |
| Neumann Capital Management, LLC | 66,219 | $539.68万 | 1.59% | -651 | 减仓 |
| BANK OF MONTREAL /CAN/ | 60,505 | $493.12万 | 0.00% | -5,847 | 减仓 |
| WESCAP Management Group, Inc. | 60,393 | $492.20万 | 0.97% | 745 | 加仓 |
| Checchi Capital Advisers, LLC | 59,259 | $482.96万 | 0.24% | -10,741 | 减仓 |
| Corient Private Wealth LP | 57,731 | $470.51万 | 0.01% | -55,040 | 减仓 |
| UBS Group AG | 57,327 | $467.22万 | 0.00% | -19,124 | 减仓 |
| Elwood & Goetz Wealth Advisory Group, LLC | 56,513 | $460.58万 | 0.78% | -682 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56,243 | $458.38万 | 0.08% | 129 | 加仓 |
| Kestra Advisory Services, LLC | 52,823 | $430.51万 | 0.02% | 14,225 | 加仓 |
| LPL Financial LLC | 49,922 | $406.86万 | 0.00% | 307 | 加仓 |
| Waterfront Wealth Inc. | 47,052 | $383.47万 | 0.70% | -8,189 | 减仓 |
| Grove Street Fiduciary, LLC | 43,268 | $352.63万 | 1.55% | -1,164 | 减仓 |
| Creative Planning | 40,363 | $328.96万 | 0.00% | 912 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 37,122 | $302.55万 | 0.03% | -2,526 | 减仓 |
| ROYAL BANK OF CANADA | 36,688 | $299.00万 | 0.00% | -921 | 减仓 |
| FAMILY WEALTH PARTNERS, LLC | 35,591 | $290.07万 | 0.99% | -1,146 | 减仓 |
| Wealth Architects, LLC | 32,285 | $263.12万 | 0.23% | -2,348 | 减仓 |
| Janney Montgomery Scott LLC | 32,022 | $261.00万 | 0.01% | -1,780 | 减仓 |
| JANE STREET GROUP, LLC | 31,296 | $255.06万 | 0.00% | 24,028 | 加仓 |
| Rockefeller Capital Management L.P. | 31,257 | $254.74万 | 0.00% | 247 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 31,158 | $253.94万 | 0.04% | 976 | 加仓 |
| SMITH, MOORE & CO. | 27,929 | $227.62万 | 0.17% | -188 | 减仓 |
| Allworth Financial LP | 25,745 | $209.83万 | 0.01% | -1,903 | 减仓 |
| Marathon Strategic Advisors, LLC | 25,215 | $205.50万 | 1.48% | 588 | 加仓 |
| Atria Investments, Inc | 24,630 | $200.73万 | 0.02% | -2,046 | 减仓 |
| Mariner, LLC | 24,284 | $197.91万 | 0.00% | 20,408 | 加仓 |
| Impact Capital Partners LLC | 24,077 | $196.23万 | 0.59% | 2,781 | 加仓 |
| GHP Investment Advisors, Inc. | 23,386 | $190.60万 | 0.08% | -862 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 23,079 | $188.10万 | 0.00% | 586 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 21,565 | $170.96万 | 0.00% | 375 | 加仓 |
| RITHOLTZ WEALTH MANAGEMENT | 20,364 | $165.97万 | 0.03% | -30 | 减仓 |
| Cetera Investment Advisers | 19,715 | $160.68万 | 0.00% | 2,855 | 加仓 |
| McLean Asset Management Corp | 19,181 | $156.32万 | 0.27% | -600 | 减仓 |
| Larson Financial Group LLC | 19,038 | $155.16万 | 0.05% | -145 | 减仓 |
| Waverly Advisors, LLC | 18,455 | $150.41万 | 0.01% | -120 | 减仓 |
内部人交易（Form 4）
DLS 董事、高管和大股东的最新买卖申报。专业版可看 🔒