DON WISDOMTREE TR
US MIDCAP DIVID
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 | 475 | 41,372,965 | $23.42亿 | 29 | 158 | 174 | 26 | -$381.43万 |
| 2026Q1 | 466 | 41,239,452 | $21.66亿 | 23 | 152 | 179 | 15 | -$1,321.36万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,611.36万 |
| Avidian Wealth Enterprises, LLC | 新建仓 | $1,214.70万 |
| UBS Group AG | 加仓 | $799.39万 |
| Farther Finance Advisors, LLC | 加仓 | $720.36万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $511.30万 |
| VESTOR CAPITAL, LLC | 加仓 | $377.21万 |
| Independent Advisor Alliance | 新建仓 | $309.17万 |
| EASTERN BANK | 加仓 | $283.01万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $220.21万 |
| Main Street Financial Solutions, LLC | 加仓 | $170.30万 |
| OSAIC HOLDINGS, INC. | 加仓 | $157.69万 |
| FIFTH THIRD BANCORP | 加仓 | $142.66万 |
| Arkadios Wealth Advisors | 加仓 | $134.24万 |
| AE Wealth Management LLC | 加仓 | $120.66万 |
| Marion Wealth Management | 加仓 | $114.16万 |
| NBT BANK, N.A. | 加仓 | $111.66万 |
| HUNTINGTON NATIONAL BANK | 加仓 | $109.27万 |
| Capital Advisors, Ltd. LLC | 加仓 | $108.61万 |
| FFG RETIREMENT ADVISORS LLC | 加仓 | $102.52万 |
| Pasadena Private Wealth, LLC | 新建仓 | $94.87万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$1,549.81万 |
| Linscomb Wealth, Inc. | 减仓 | -$1,396.20万 |
| Kestra Advisory Services, LLC | 减仓 | -$974.60万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$584.60万 |
| LPL Financial LLC | 减仓 | -$533.33万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$470.34万 |
| Cetera Investment Advisers | 减仓 | -$434.00万 |
| Bank of New York Mellon Corp | 减仓 | -$378.29万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$349.54万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$308.41万 |
| Atlantic Union Bankshares Corp | 减仓 | -$264.15万 |
| ROYAL BANK OF CANADA | 减仓 | -$238.64万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$234.47万 |
| Goldstone Financial Group, LLC | 减仓 | -$227.27万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$168.75万 |
| JPMORGAN CHASE & CO | 减仓 | -$149.53万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$147.10万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$142.88万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$136.10万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 减仓 | -$130.18万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,645,518 | $2.44亿 | 0.02% | -32,118 | 减仓 |
| MORGAN STANLEY | 2,390,779 | $1.26亿 | 0.01% | 15,876 | 加仓 |
| UBS Group AG | 1,883,131 | $9,893.97万 | 0.01% | 152,149 | 加仓 |
| LPL Financial LLC | 1,848,389 | $9,711.44万 | 0.03% | -101,510 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,658,884 | $8,577.27万 | 0.04% | 311,645 | 加仓 |
| Linscomb Wealth, Inc. | 1,578,807 | $8,295.05万 | 3.69% | -265,741 | 减仓 |
| Creative Planning | 1,518,247 | $7,976.87万 | 0.05% | -264 | 减仓 |
| AMERIPRISE FINANCIAL INC | 1,353,416 | $7,110.34万 | 0.02% | -28,000 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,003,719 | $5,273.54万 | 0.02% | -111,268 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,001,100 | $5,259.78万 | 0.01% | 2,677 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 712,930 | $3,745.73万 | 0.06% | 97,316 | 加仓 |
| ROYAL BANK OF CANADA | 526,235 | $2,764.80万 | 0.00% | -45,422 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 520,381 | $2,734.08万 | 0.04% | -66,529 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 512,431 | $2,692.31万 | 0.10% | 4,175 | 加仓 |
| IAG Wealth Partners, LLC | 500,699 | $2,630.67万 | 2.94% | 7,504 | 加仓 |
| Cetera Investment Advisers | 466,862 | $2,452.89万 | 0.03% | -82,604 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 465,970 | $2,448.21万 | 0.30% | -24,777 | 减仓 |
| OSAIC HOLDINGS, INC. | 405,679 | $2,131.54万 | 0.03% | 30,012 | 加仓 |
| Stonebridge Financial Group, LLC | 388,062 | $2,038.88万 | 1.68% | 16,525 | 加仓 |
| Trajan Wealth LLC | 365,015 | $1,917.79万 | 0.81% | 7,117 | 加仓 |
| Kestra Advisory Services, LLC | 364,806 | $1,916.69万 | 0.07% | -185,496 | 减仓 |
| AE Wealth Management LLC | 358,439 | $1,883.23万 | 0.10% | 22,965 | 加仓 |
| HUNTINGTON NATIONAL BANK | 357,562 | $1,878.63万 | 0.10% | 20,798 | 加仓 |
| Baird Financial Group, Inc. | 354,423 | $1,862.14万 | 0.03% | 11,634 | 加仓 |
| MAI Capital Management | 328,941 | $1,728.26万 | 0.10% | -3,517 | 减仓 |
| STIFEL FINANCIAL CORP | 304,356 | $1,599.09万 | 0.01% | 1,275 | 加仓 |
| Marion Wealth Management | 299,971 | $1,576.05万 | 3.49% | 21,728 | 加仓 |
| HighTower Advisors, LLC | 295,524 | $1,552.68万 | 0.02% | -17,168 | 减仓 |
| Three Bearings Fiduciary Advisors, Inc. | 283,315 | $1,488.54万 | 14.40% | 780 | 加仓 |
| EASTERN BANK | 275,531 | $1,447.64万 | 0.25% | 53,865 | 加仓 |
| Rockefeller Capital Management L.P. | 274,964 | $1,444.66万 | 0.03% | -49 | 减仓 |
| Focus Partners Wealth | 263,494 | $1,384.40万 | 0.02% | -692 | 减仓 |
| JPMORGAN CHASE & CO | 263,167 | $1,358.47万 | 0.00% | -28,967 | 减仓 |
| Lido Advisors, LLC | 253,829 | $1,333.62万 | 0.04% | -14,707 | 减仓 |
| Atlantic Union Bankshares Corp | 241,866 | $1,270.76万 | 0.24% | -50,276 | 减仓 |
| Concord Wealth Partners | 237,162 | $1,246.05万 | 1.62% | 8,160 | 加仓 |
| Destination Wealth Management | 236,414 | $1,242.12万 | 0.32% | -657 | 减仓 |
| Avantax Planning Partners, Inc. | 233,065 | $1,224.52万 | 0.34% | 5,817 | 加仓 |
| Avidian Wealth Enterprises, LLC | 231,196 | $1,214.70万 | 0.38% | 231,196 | 新建仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 231,191 | $1,214.68万 | 2.43% | -20,143 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 227,381 | $1,194.70万 | 0.03% | -23,654 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,934 | $1,192.31万 | 0.01% | 15,805 | 加仓 |
| Curi Capital, LLC | 221,372 | $1,163.09万 | 0.21% | 8,034 | 加仓 |
| Lee, Kelleher & Klein Wealth Management | 221,346 | $1,162.95万 | 6.92% | 7,529 | 加仓 |
| Mariner, LLC | 183,155 | $962.29万 | 0.01% | -5,053 | 减仓 |
| CX Institutional | 178,692 | $938.80万 | 0.29% | 1,054 | 加仓 |
| White Pine Investment CO | 175,404 | $921.60万 | 2.14% | 2,066 | 加仓 |
| Concord Asset Management, LLC/VA | 172,926 | $908.55万 | 1.54% | 10,474 | 加仓 |
| Farther Finance Advisors, LLC | 167,577 | $884.14万 | 0.08% | 136,536 | 加仓 |
| Goldstone Financial Group, LLC | 161,651 | $849.31万 | 0.92% | -43,257 | 减仓 |
内部人交易（Form 4）
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