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 🔒 | ||||||||
2026Q1 买入最多
| Mariner, LLC | 加仓 | $423.50万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $243.92万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $173.61万 |
| ROYAL BANK OF CANADA | 加仓 | $159.64万 |
| Avidian Wealth Enterprises, LLC | 新建仓 | $98.08万 |
| LPL Financial LLC | 加仓 | $84.75万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $83.03万 |
| Merit Financial Group, LLC | 加仓 | $64.09万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $48.76万 |
| Private Advisor Group, LLC | 加仓 | $38.51万 |
| Western Wealth Management, LLC | 新建仓 | $30.99万 |
| NewEdge Wealth, LLC | 新建仓 | $25.43万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $23.71万 |
| Key Financial Inc | 加仓 | $23.41万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $23.05万 |
| JPMORGAN CHASE & CO | 加仓 | $22.81万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 新建仓 | $20.74万 |
| Clear Creek Financial Management, LLC | 新建仓 | $20.31万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $18.40万 |
| LANARK FINANCIAL, INC. | 加仓 | $18.20万 |
2026Q1 卖出最多
| Shore Point Advisors, LLC | 减仓 | -$983.57万 |
| Insight Advisors, LLC/ PA | 减仓 | -$284.71万 |
| CITADEL ADVISORS LLC | 重新持有 | -$160.55万 |
| Linscomb Wealth, Inc. | 减仓 | -$116.99万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$112.28万 |
| Dala Group, LLC | 减仓 | -$107.61万 |
| Concurrent Investment Advisors, LLC | 清仓 | -$105.14万 |
| Cetera Investment Advisers | 减仓 | -$89.32万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$64.31万 |
| Forefront Analytics, LLC | 减仓 | -$55.31万 |
| Savant Capital, LLC | 减仓 | -$54.18万 |
| JANE STREET GROUP, LLC | 减仓 | -$53.78万 |
| Roble, Belko & Company, Inc | 清仓 | -$51.20万 |
| Empowered Funds, LLC | 清仓 | -$38.27万 |
| MERCER GLOBAL ADVISORS INC /ADV | 清仓 | -$32.27万 |
| UBS Group AG | 减仓 | -$28.03万 |
| Amplius Wealth Advisors, LLC | 减仓 | -$26.24万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$24.21万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$18.50万 |
| STIFEL FINANCIAL CORP | 减仓 | -$18.19万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 735,205 | $4,267.77万 | 0.00% | 2,061 | 加仓 |
| UBS Group AG | 715,763 | $4,154.93万 | 0.01% | -4,829 | 减仓 |
| LPL Financial LLC | 594,789 | $3,452.67万 | 0.01% | 14,599 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 526,995 | $3,059.11万 | 0.00% | -19,343 | 减仓 |
| AMERIPRISE FINANCIAL INC | 452,810 | $2,628.88万 | 0.01% | -11,077 | 减仓 |
| Cetera Investment Advisers | 361,609 | $2,099.10万 | 0.02% | -15,387 | 减仓 |
| Key Financial Inc | 288,039 | $1,672.03万 | 2.98% | 4,033 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 204,225 | $1,185.50万 | 0.00% | 29,907 | 加仓 |
| Savant Capital, LLC | 173,284 | $1,005.89万 | 0.05% | -9,334 | 减仓 |
| Arkadios Wealth Advisors | 156,634 | $909.24万 | 0.15% | -1,762 | 减仓 |
| WELLS FARGO & COMPANY/MN | 145,477 | $844.47万 | 0.00% | 4,085 | 加仓 |
| Linscomb Wealth, Inc. | 138,348 | $803.09万 | 0.36% | -20,154 | 减仓 |
| ROYAL BANK OF CANADA | 129,174 | $749.90万 | 0.00% | 27,499 | 加仓 |
| Mariner, LLC | 124,150 | $720.67万 | 0.01% | 72,957 | 加仓 |
| Amplius Wealth Advisors, LLC | 114,870 | $666.80万 | 0.56% | -4,520 | 减仓 |
| TopTier Wealth Management, LLC | 94,730 | $549.89万 | 3.38% | -314 | 减仓 |
| Shore Point Advisors, LLC | 94,288 | $547.33万 | 2.16% | -169,437 | 减仓 |
| Private Advisor Group, LLC | 79,828 | $463.39万 | 0.02% | 6,634 | 加仓 |
| Waverly Advisors, LLC | 78,904 | $458.03万 | 0.03% | -201 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 78,495 | $455.65万 | 0.00% | 813 | 加仓 |
| Merit Financial Group, LLC | 75,635 | $439.05万 | 0.03% | 11,041 | 加仓 |
| CULBERTSON A N & CO INC | 61,709 | $358.21万 | 0.46% | -102 | 减仓 |
| NewSquare Capital LLC | 56,017 | $325.17万 | 0.28% | 2,304 | 加仓 |
| JPMORGAN CHASE & CO | 48,798 | $278.15万 | 0.00% | 4,002 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,148 | $273.69万 | 0.00% | 42,020 | 加仓 |
| Rockefeller Capital Management L.P. | 46,878 | $272.13万 | 0.00% | 739 | 加仓 |
| STIFEL FINANCIAL CORP | 45,999 | $267.02万 | 0.00% | -3,134 | 减仓 |
| Atria Investments, Inc | 44,195 | $256.55万 | 0.03% | -908 | 减仓 |
| OSAIC HOLDINGS, INC. | 41,422 | $240.48万 | 0.00% | -1,147 | 减仓 |
| &PARTNERS | 34,578 | $200.88万 | 0.01% | 1 | 加仓 |
| Smartleaf Asset Management LLC | 28,163 | $160.53万 | 0.06% | 3,054 | 加仓 |
| Creative Planning | 26,080 | $151.39万 | 0.00% | 211 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 24,264 | $140.90万 | 0.00% | 1,242 | 加仓 |
| OPTIMA CAPITAL LLC | 24,245 | $140.74万 | 0.65% | 5 | 加仓 |
| Claris Financial LLC | 24,219 | $140.59万 | 0.77% | -218 | 减仓 |
| Kestra Advisory Services, LLC | 22,328 | $129.61万 | 0.00% | 345 | 加仓 |
| New Perspectives, Inc | 20,913 | $121.40万 | 0.42% | -1,015 | 减仓 |
| LANARK FINANCIAL, INC. | 20,897 | $121.31万 | 0.09% | 3,135 | 加仓 |
| HOWARD WEALTH MANAGEMENT, LLC | 19,183 | $111.35万 | 0.47% | 13 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 18,500 | $107.39万 | 0.00% | 8,400 | 加仓 |
| MOLLER WEALTH PARTNERS | 18,397 | $106.79万 | 0.21% | 0 | 不变 |
| Steward Partners Investment Advisory, LLC | 18,041 | $104.73万 | 0.01% | -88 | 减仓 |
| Three Bearings Fiduciary Advisors, Inc. | 17,146 | $99.53万 | 0.96% | 0 | 不变 |
| Avidian Wealth Enterprises, LLC | 16,896 | $98.08万 | 0.03% | 16,896 | 新建仓 |
| CWM, LLC | 15,507 | $90.01万 | 0.00% | 1 | 加仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15,186 | $88.15万 | 0.00% | 14,304 | 加仓 |
| GOLDMAN SACHS GROUP INC | 15,051 | $87.37万 | 0.00% | 22 | 加仓 |
| Larson Financial Group LLC | 14,796 | $85.89万 | 0.03% | -325 | 减仓 |
| JANE STREET GROUP, LLC | 14,578 | $84.62万 | 0.00% | -9,264 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 13,974 | $81.12万 | 0.06% | 473 | 加仓 |
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 🔒