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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,099.79万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $953.89万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $844.39万 |
| Corient Private Wealth LP | 加仓 | $668.27万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $624.11万 |
| MORGAN STANLEY | 加仓 | $476.99万 |
| OSAIC HOLDINGS, INC. | 加仓 | $414.10万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $310.22万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $292.80万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $215.43万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $186.89万 |
| EP Wealth Advisors, LLC | 加仓 | $182.00万 |
| VESTOR CAPITAL, LLC | 加仓 | $181.20万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $176.72万 |
| Farther Finance Advisors, LLC | 加仓 | $173.67万 |
| Savant Capital, LLC | 加仓 | $166.54万 |
| Private Advisor Group, LLC | 加仓 | $147.48万 |
| Mosley Wealth Management | 加仓 | $114.82万 |
| Bank of New York Mellon Corp | 加仓 | $113.93万 |
| FAS Wealth Partners, Inc. | 加仓 | $106.19万 |
2026Q2 卖出最多
| EASTERN BANK | 减仓 | -$1,424.80万 |
| Lido Advisors, LLC | 减仓 | -$1,318.07万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$696.06万 |
| LPL Financial LLC | 减仓 | -$481.54万 |
| Kestra Advisory Services, LLC | 减仓 | -$463.45万 |
| Mariner, LLC | 减仓 | -$347.74万 |
| Independent Advisor Alliance | 清仓 | -$309.17万 |
| Founders Financial Alliance, LLC | 减仓 | -$298.05万 |
| Linscomb Wealth, Inc. | 减仓 | -$290.68万 |
| FFG RETIREMENT ADVISORS LLC | 清仓 | -$285.50万 |
| Atlantic Union Bankshares Corp | 减仓 | -$283.96万 |
| CITADEL ADVISORS LLC | 清仓 | -$184.34万 |
| Focus Partners Wealth | 减仓 | -$183.91万 |
| IAG Wealth Partners, LLC | 减仓 | -$173.05万 |
| Cetera Investment Advisers | 减仓 | -$154.49万 |
| Atria Investments, Inc | 减仓 | -$136.26万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$134.67万 |
| WealthShield Partners, LLC | 清仓 | -$129.81万 |
| Goldstone Financial Group, LLC | 减仓 | -$123.98万 |
| UBS Group AG | 减仓 | -$102.05万 |
2026Q2 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/ | 4,522,366 | $2.56亿 | 0.02% | -123,152 | 减仓 |
| MORGAN STANLEY | 2,475,172 | $1.40亿 | 0.01% | 84,393 | 加仓 |
| UBS Group AG | 1,865,075 | $1.05亿 | 0.01% | -18,056 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,826,895 | $1.04亿 | 0.04% | 168,011 | 加仓 |
| LPL Financial LLC | 1,763,190 | $9,965.55万 | 0.02% | -85,199 | 减仓 |
| Linscomb Wealth, Inc. | 1,527,377 | $8,632.73万 | 3.74% | -51,430 | 减仓 |
| Creative Planning | 1,516,308 | $8,570.17万 | 0.05% | -1,939 | 减仓 |
| AMERIPRISE FINANCIAL INC | 1,391,530 | $7,865.39万 | 0.02% | 38,114 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,036,786 | $5,859.91万 | 0.02% | 33,067 | 加仓 |
| WELLS FARGO & COMPANY/MN | 998,779 | $5,645.09万 | 0.01% | -2,321 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 862,327 | $4,873.87万 | 0.06% | 149,397 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 567,317 | $3,206.48万 | 0.11% | 54,886 | 加仓 |
| ROYAL BANK OF CANADA | 527,892 | $2,983.50万 | 0.00% | 1,657 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 503,822 | $2,847.60万 | 0.04% | -16,559 | 减仓 |
| OSAIC HOLDINGS, INC. | 478,941 | $2,707.10万 | 0.03% | 73,262 | 加仓 |
| IAG Wealth Partners, LLC | 470,081 | $2,656.89万 | 2.63% | -30,618 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 458,200 | $2,589.75万 | 0.21% | -7,770 | 减仓 |
| Cetera Investment Advisers | 439,529 | $2,484.22万 | 0.02% | -27,333 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 421,971 | $2,384.90万 | 0.03% | 194,590 | 加仓 |
| Stonebridge Financial Group, LLC | 396,757 | $2,242.47万 | 1.70% | 8,695 | 加仓 |
| Trajan Wealth LLC | 372,990 | $2,108.14万 | 0.80% | 7,975 | 加仓 |
| Baird Financial Group, Inc. | 359,731 | $2,033.20万 | 0.03% | 5,308 | 加仓 |
| AE Wealth Management LLC | 355,863 | $2,011.33万 | 0.09% | -2,576 | 减仓 |
| HUNTINGTON NATIONAL BANK | 350,872 | $1,983.13万 | 0.10% | -6,690 | 减仓 |
| MAI Capital Management | 323,917 | $1,830.78万 | 0.07% | -5,024 | 减仓 |
| Marion Wealth Management | 317,689 | $1,795.58万 | 3.65% | 17,718 | 加仓 |
| STIFEL FINANCIAL CORP | 300,151 | $1,696.43万 | 0.01% | -4,205 | 减仓 |
| HighTower Advisors, LLC | 291,812 | $1,649.32万 | 0.02% | -3,712 | 减仓 |
| Rockefeller Capital Management L.P. | 291,122 | $1,645.43万 | 0.03% | 16,158 | 加仓 |
| Three Bearings Fiduciary Advisors, Inc. | 284,239 | $1,606.52万 | 14.40% | 924 | 加仓 |
| Kestra Advisory Services, LLC | 282,809 | $1,598.44万 | 0.05% | -81,997 | 减仓 |
| JPMORGAN CHASE & CO | 245,561 | $1,389.39万 | 0.00% | -17,606 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 242,608 | $1,371.22万 | 0.01% | 15,674 | 加仓 |
| Destination Wealth Management | 239,935 | $1,356.11万 | 0.32% | 3,521 | 加仓 |
| Avantax Planning Partners, Inc. | 235,598 | $1,331.60万 | 0.33% | 2,533 | 加仓 |
| Concord Wealth Partners | 234,616 | $1,326.05万 | 1.52% | -2,546 | 减仓 |
| Focus Partners Wealth | 230,956 | $1,305.37万 | 0.01% | -32,538 | 减仓 |
| Avidian Wealth Enterprises, LLC | 229,415 | $1,296.65万 | 0.36% | -1,781 | 减仓 |
| PRECEDENT WEALTH PARTNERS, LLC | 223,446 | $1,262.92万 | 2.10% | -7,745 | 减仓 |
| Lee, Kelleher & Klein Wealth Management | 222,951 | $1,260.12万 | 6.59% | 1,605 | 加仓 |
| Curi Capital, LLC | 214,530 | $1,212.52万 | 0.19% | -6,842 | 减仓 |
| Farther Finance Advisors, LLC | 198,304 | $1,120.82万 | 0.09% | 30,727 | 加仓 |
| Atlantic Union Bankshares Corp | 191,626 | $1,083.07万 | 0.18% | -50,240 | 减仓 |
| CX Institutional | 179,117 | $1,012.40万 | 0.29% | 425 | 加仓 |
| Corient Private Wealth LP | 177,698 | $1,004.35万 | 0.01% | 118,236 | 加仓 |
| White Pine Investment CO | 177,549 | $1,003.50万 | 2.14% | 2,145 | 加仓 |
| Bank of New York Mellon Corp | 177,150 | $1,001.25万 | 0.00% | 20,157 | 加仓 |
| Concord Asset Management, LLC/VA | 167,105 | $944.48万 | 1.46% | -5,821 | 减仓 |
| FAS Wealth Partners, Inc. | 166,625 | $941.76万 | 0.49% | 18,788 | 加仓 |
| Melone Private Wealth, LLC | 151,892 | $858.49万 | 3.27% | 1,454 | 加仓 |
内部人交易（Form 4）
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