EES WISDOMTREE TR
US SMALLCAP FUND
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 | 169 | 6,618,831 | $4.47亿 | 15 | 46 | 60 | 8 | $78.28万 |
| 2026Q1 | 164 | 6,623,520 | $3.84亿 | 9 | 58 | 51 | 10 | -$786.37万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Savant Capital, LLC | 加仓 | $1,049.08万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $184.01万 |
| OSAIC HOLDINGS, INC. | 加仓 | $161.42万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $152.49万 |
| CITADEL ADVISORS LLC | 加仓 | $150.11万 |
| Western Wealth Management, LLC | 加仓 | $77.43万 |
| MORGAN STANLEY | 加仓 | $54.53万 |
| Key Financial Inc | 加仓 | $40.24万 |
| Integrated Wealth Concepts LLC | 新建仓 | $32.44万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $32.33万 |
| &PARTNERS | 加仓 | $32.17万 |
| Arax Advisory Partners | 新建仓 | $25.81万 |
| ROYAL BANK OF CANADA | 加仓 | $23.73万 |
| WESBANCO BANK INC | 新建仓 | $23.22万 |
| Peak Financial Management, Inc. | 新建仓 | $23.05万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $22.66万 |
| PINNACLE ASSOCIATES LTD | 新建仓 | $22.17万 |
| Pinnacle Wealth Management Advisory Group, LLC | 新建仓 | $22.17万 |
| Summit Financial, LLC | 新建仓 | $22.11万 |
| CATHY PARETO & ASSOCIATES, INC | 新建仓 | $21.87万 |
2026Q2 卖出最多
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$383.96万 |
| Amplius Wealth Advisors, LLC | 减仓 | -$333.62万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$232.88万 |
| Private Advisor Group, LLC | 减仓 | -$215.84万 |
| Merit Financial Group, LLC | 减仓 | -$210.46万 |
| Arkadios Wealth Advisors | 减仓 | -$121.15万 |
| Atria Investments, Inc | 减仓 | -$115.81万 |
| Mariner, LLC | 减仓 | -$114.10万 |
| Cetera Investment Advisers | 减仓 | -$99.43万 |
| UBS Group AG | 减仓 | -$67.70万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$54.23万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$47.39万 |
| KMG FIDUCIARY PARTNERS, LLC | 清仓 | -$47.05万 |
| Linscomb Wealth, Inc. | 减仓 | -$36.72万 |
| Insight Advisors, LLC/ PA | 清仓 | -$29.87万 |
| Modera Wealth Management, LLC | 减仓 | -$25.08万 |
| Wilson & Boucher Capital Management, LLC | 清仓 | -$22.64万 |
| Team Financial Group, LLC | 清仓 | -$15.94万 |
| JANE STREET GROUP, LLC | 减仓 | -$14.16万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$12.97万 |
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 | 743,249 | $5,038.49万 | 0.00% | 8,044 | 加仓 |
| UBS Group AG | 705,777 | $4,784.46万 | 0.01% | -9,986 | 减仓 |
| LPL Financial LLC | 595,597 | $4,037.55万 | 0.01% | 808 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 492,642 | $3,339.62万 | 0.00% | -34,353 | 减仓 |
| AMERIPRISE FINANCIAL INC | 445,820 | $3,022.51万 | 0.01% | -6,990 | 减仓 |
| Cetera Investment Advisers | 346,942 | $2,351.92万 | 0.02% | -14,667 | 减仓 |
| Savant Capital, LLC | 340,257 | $2,137.81万 | 0.06% | 166,973 | 加仓 |
| Key Financial Inc | 293,975 | $1,992.85万 | 3.26% | 5,936 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 147,585 | $1,000.48万 | 0.00% | -56,640 | 减仓 |
| WELLS FARGO & COMPANY/MN | 144,722 | $981.07万 | 0.00% | -755 | 减仓 |
| Arkadios Wealth Advisors | 138,763 | $940.67万 | 0.14% | -17,871 | 减仓 |
| Linscomb Wealth, Inc. | 132,932 | $901.15万 | 0.39% | -5,416 | 减仓 |
| ROYAL BANK OF CANADA | 132,675 | $899.40万 | 0.00% | 3,501 | 加仓 |
| Mariner, LLC | 107,319 | $727.52万 | 0.01% | -16,831 | 减仓 |
| Shore Point Advisors, LLC | 93,890 | $636.48万 | 2.18% | -398 | 减仓 |
| TopTier Wealth Management, LLC | 93,282 | $632.36万 | 3.82% | -1,448 | 减仓 |
| Waverly Advisors, LLC | 78,844 | $534.48万 | 0.03% | -60 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 76,582 | $519.15万 | 0.00% | -1,913 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,292 | $503.63万 | 0.00% | 27,144 | 加仓 |
| Amplius Wealth Advisors, LLC | 65,656 | $445.08万 | 0.33% | -49,214 | 减仓 |
| OSAIC HOLDINGS, INC. | 65,232 | $442.24万 | 0.01% | 23,810 | 加仓 |
| CULBERTSON A N & CO INC | 61,043 | $413.81万 | 0.48% | -666 | 减仓 |
| NewSquare Capital LLC | 57,355 | $388.81万 | 0.29% | 1,338 | 加仓 |
| Rockefeller Capital Management L.P. | 50,093 | $339.58万 | 0.01% | 3,215 | 加仓 |
| JPMORGAN CHASE & CO | 49,359 | $333.52万 | 0.00% | 561 | 加仓 |
| Private Advisor Group, LLC | 47,989 | $325.32万 | 0.01% | -31,839 | 减仓 |
| STIFEL FINANCIAL CORP | 47,249 | $320.31万 | 0.00% | 1,250 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 46,756 | $317.00万 | 0.00% | 22,492 | 加仓 |
| Merit Financial Group, LLC | 44,589 | $302.27万 | 0.02% | -31,046 | 减仓 |
| &PARTNERS | 39,324 | $266.58万 | 0.01% | 4,746 | 加仓 |
| CITADEL ADVISORS LLC | 32,589 | $220.92万 | 0.00% | 22,143 | 加仓 |
| Smartleaf Asset Management LLC | 28,163 | $190.30万 | 0.06% | 0 | 不变 |
| Atria Investments, Inc | 27,111 | $183.79万 | 0.02% | -17,084 | 减仓 |
| Creative Planning | 25,857 | $175.29万 | 0.00% | -223 | 减仓 |
| OPTIMA CAPITAL LLC | 24,255 | $164.43万 | 0.65% | 10 | 加仓 |
| LANARK FINANCIAL, INC. | 21,887 | $148.37万 | 0.10% | 990 | 加仓 |
| Kestra Advisory Services, LLC | 20,831 | $141.21万 | 0.00% | -1,497 | 减仓 |
| New Perspectives, Inc | 20,533 | $139.19万 | 0.43% | -380 | 减仓 |
| Global Retirement Partners, LLC | 20,207 | $136.98万 | 0.02% | — | — |
| HOWARD WEALTH MANAGEMENT, LLC | 19,178 | $130.01万 | 0.48% | -5 | 减仓 |
| MOLLER WEALTH PARTNERS | 18,397 | $124.71万 | 0.23% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 17,892 | $121.29万 | 0.01% | -149 | 减仓 |
| Avidian Wealth Enterprises, LLC | 16,897 | $114.54万 | 0.03% | 1 | 加仓 |
| Three Bearings Fiduciary Advisors, Inc. | 16,774 | $113.71万 | 1.02% | -372 | 减仓 |
| Western Wealth Management, LLC | 16,761 | $113.62万 | 0.04% | 11,422 | 加仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15,186 | $102.95万 | 0.00% | 0 | 不变 |
| GOLDMAN SACHS GROUP INC | 15,029 | $101.88万 | 0.00% | -22 | 减仓 |
| Larson Financial Group LLC | 14,536 | $98.54万 | 0.03% | -260 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 13,864 | $93.99万 | 0.06% | -110 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 12,575 | $85.25万 | 0.03% | -799 | 减仓 |
内部人交易（Form 4）
EES 董事、高管和大股东的最新买卖申报。专业版可看 🔒