DWM WISDOMTREE TR
INTL EQUITY FD
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 | 135 | 5,529,757 | $4.05亿 | 11 | 47 | 43 | 9 | -$666.23万 |
| 2026Q1 | 132 | 5,617,081 | $3.93亿 | 13 | 43 | 39 | 6 | $218.60万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Falcon Wealth Planning | 加仓 | $211.60万 |
| FLOW TRADERS U.S. LLC | 加仓 | $160.49万 |
| CITADEL ADVISORS LLC | 新建仓 | $93.50万 |
| UBS Group AG | 加仓 | $83.35万 |
| MCF Advisors LLC | 新建仓 | $81.41万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $75.70万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $63.68万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $42.44万 |
| CIBC WORLD MARKET INC. | 加仓 | $37.00万 |
| Arax Advisory Partners | 加仓 | $29.42万 |
| ROTHSCHILD INVESTMENT LLC | 加仓 | $25.30万 |
| Vise Technologies, Inc. | 新建仓 | $23.54万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $21.95万 |
| Merit Financial Group, LLC | 加仓 | $21.77万 |
| NewSquare Capital LLC | 加仓 | $20.77万 |
| JANE STREET GROUP, LLC | 加仓 | $13.53万 |
| IMA Advisory Services, Inc. | 新建仓 | $12.59万 |
| Geneos Wealth Management Inc. | 加仓 | $10.54万 |
| Integrated Wealth Concepts LLC | 新建仓 | $10.32万 |
| Smallwood Wealth Investment Management, LLC | 加仓 | $10.32万 |
2026Q2 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$321.01万 |
| Phillip James Consulting Co. | 清仓 | -$303.70万 |
| MORGAN STANLEY | 减仓 | -$251.47万 |
| Kestra Advisory Services, LLC | 减仓 | -$186.92万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 清仓 | -$121.88万 |
| Cetera Investment Advisers | 减仓 | -$105.99万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$70.52万 |
| KMG FIDUCIARY PARTNERS, LLC | 清仓 | -$68.12万 |
| LPL Financial LLC | 减仓 | -$44.70万 |
| TopTier Wealth Management, LLC | 减仓 | -$41.27万 |
| Envision Financial LLC | 减仓 | -$34.92万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$24.73万 |
| American Trust | 清仓 | -$22.18万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$20.81万 |
| JFS WEALTH ADVISORS, LLC | 减仓 | -$19.68万 |
| Viewpoint Capital Management LLC | 减仓 | -$14.64万 |
| MAI Capital Management | 清仓 | -$12.18万 |
| Pinnacle Wealth Planning Services, Inc. | 减仓 | -$10.88万 |
| Shakespeare Wealth Management, LLC | 减仓 | -$9.83万 |
| Robertson Stephens Wealth Management, LLC | 减仓 | -$9.20万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 915,784 | $6,704.85万 | 0.00% | -34,347 | 减仓 |
| LPL Financial LLC | 469,903 | $3,440.36万 | 0.01% | -6,105 | 减仓 |
| WELLS FARGO & COMPANY/MN | 388,008 | $2,840.77万 | 0.00% | -43,845 | 减仓 |
| LRI Investments, LLC | 386,413 | $2,829.10万 | 2.08% | -133 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 375,486 | $2,749.08万 | 0.00% | -9,632 | 减仓 |
| Valmark Advisers, Inc. | 309,102 | $2,263.07万 | 0.24% | -441 | 减仓 |
| UBS Group AG | 232,150 | $1,699.66万 | 0.00% | 11,384 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 216,800 | $1,600.22万 | 0.03% | 8,627 | 加仓 |
| FLOW TRADERS U.S. LLC | 117,263 | $858.50万 | 0.35% | 21,921 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 111,986 | $819.90万 | 0.00% | 273 | 加仓 |
| MOLLER WEALTH PARTNERS | 97,736 | $715.57万 | 1.29% | -559 | 减仓 |
| AMERIPRISE FINANCIAL INC | 91,854 | $671.26万 | 0.00% | 3,003 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 89,203 | $653.09万 | 0.00% | 113 | 加仓 |
| Kestra Advisory Services, LLC | 82,122 | $601.25万 | 0.02% | -25,531 | 减仓 |
| NewSquare Capital LLC | 79,206 | $579.90万 | 0.43% | 2,837 | 加仓 |
| MML INVESTORS SERVICES, LLC | 74,145 | $542.85万 | 0.01% | 10,339 | 加仓 |
| Cetera Investment Advisers | 69,779 | $510.88万 | 0.00% | -14,476 | 减仓 |
| JFS WEALTH ADVISORS, LLC | 63,202 | $462.73万 | 0.23% | -2,688 | 减仓 |
| Key Financial Inc | 62,725 | $459.24万 | 0.75% | -1,083 | 减仓 |
| Merit Financial Group, LLC | 59,906 | $438.60万 | 0.03% | 2,974 | 加仓 |
| Smallwood Wealth Investment Management, LLC | 59,018 | $432.10万 | 1.89% | 1,409 | 加仓 |
| CIBC WORLD MARKET INC. | 58,714 | $429.87万 | 0.01% | 5,054 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 57,154 | $418.45万 | 0.05% | 83 | 加仓 |
| HBK Sorce Advisory LLC | 52,749 | $402.87万 | 0.08% | 0 | 不变 |
| Falcon Wealth Planning | 40,548 | $296.87万 | 0.19% | 28,902 | 加仓 |
| SEI INVESTMENTS CO | 40,093 | $293.54万 | 0.00% | -1,226 | 减仓 |
| TOBIAS FINANCIAL ADVISORS, INC. | 38,077 | $278.78万 | 0.35% | -1,063 | 减仓 |
| Envision Financial LLC | 35,344 | $258.77万 | 1.19% | -4,769 | 减仓 |
| OSAIC HOLDINGS, INC. | 32,880 | $240.88万 | 0.00% | 1,157 | 加仓 |
| Janney Montgomery Scott LLC | 31,153 | $228.10万 | 0.00% | 799 | 加仓 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29,001 | $212.33万 | 0.03% | -900 | 减仓 |
| Geneos Wealth Management Inc. | 27,968 | $204.75万 | 0.04% | 1,440 | 加仓 |
| Creative Planning | 27,456 | $201.02万 | 0.00% | 2 | 加仓 |
| COURIER CAPITAL LLC | 27,091 | $198.35万 | 0.10% | 231 | 加仓 |
| Shakespeare Wealth Management, LLC | 26,612 | $194.84万 | 0.52% | -1,343 | 减仓 |
| TopTier Wealth Management, LLC | 26,593 | $194.70万 | 1.18% | -5,637 | 减仓 |
| &PARTNERS | 24,727 | $181.04万 | 0.01% | 473 | 加仓 |
| PLIMOTH TRUST CO LLC | 24,571 | $179.89万 | 0.36% | -455 | 减仓 |
| Stratos Wealth Advisors, LLC | 21,038 | $154.03万 | 0.08% | -3,378 | 减仓 |
| JANE STREET GROUP, LLC | 19,742 | $144.54万 | 0.00% | 1,848 | 加仓 |
| ROYAL BANK OF CANADA | 17,934 | $131.30万 | 0.00% | 757 | 加仓 |
| Focus Partners Wealth | 16,934 | $123.99万 | 0.00% | -898 | 减仓 |
| Frazier Financial Advisors, LLC | 16,754 | $122.66万 | 0.62% | -86 | 减仓 |
| Pinnacle Wealth Planning Services, Inc. | 15,793 | $115.63万 | 0.11% | -1,486 | 减仓 |
| Kondo Wealth Advisors, Inc. | 15,412 | $112.84万 | 0.38% | -243 | 减仓 |
| ProVise Management Group, LLC | 14,692 | $107.57万 | 0.07% | 0 | 不变 |
| HighTower Advisors, LLC | 14,088 | $103.14万 | 0.00% | 1,200 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 14,048 | $102.80万 | 0.00% | -774 | 减仓 |
| OneAscent Financial Services LLC | 13,935 | $102.02万 | 0.05% | 139 | 加仓 |
| Octavia Wealth Advisors, LLC | 13,616 | $99.69万 | 0.09% | -196 | 减仓 |
内部人交易（Form 4）
DWM 董事、高管和大股东的最新买卖申报。专业版可看 🔒