EPS WISDOMTREE TR
US LARGECAP 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 | 173 | 12,801,081 | $9.96亿 | 10 | 65 | 45 | 11 | -$791.42万 |
| 2026Q1 | 171 | 13,333,351 | $9.08亿 | 24 | 47 | 61 | 9 | $1,224.83万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| WealthPlan Investment Management, LLC | 加仓 | $1,538.22万 |
| Stenger Family Office, LLC | 新建仓 | $1,307.49万 |
| LPL Financial LLC | 加仓 | $544.78万 |
| Cetera Investment Advisers | 加仓 | $330.68万 |
| TOWLE & CO | 新建仓 | $264.31万 |
| Private Advisor Group, LLC | 加仓 | $237.55万 |
| Kestra Advisory Services, LLC | 加仓 | $229.74万 |
| WealthPLAN Partners, LLC | 加仓 | $221.03万 |
| CWM, LLC | 加仓 | $216.93万 |
| JPMORGAN CHASE & CO | 加仓 | $196.06万 |
| Maia Wealth LLC | 加仓 | $169.21万 |
| DAYMARK WEALTH PARTNERS, LLC | 新建仓 | $159.37万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $143.33万 |
| LongView Wealth Management | 加仓 | $109.77万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $100.23万 |
| Financial Gravity Asset Management, Inc. | 加仓 | $71.38万 |
| INTEGRITY ALLIANCE, LLC. | 加仓 | $69.32万 |
| CITIGROUP INC | 加仓 | $61.20万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $59.77万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $58.83万 |
2026Q1 卖出最多
| FLAGSHIP WEALTH ADVISORS, LLC | 减仓 | -$768.49万 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 清仓 | -$578.58万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$552.91万 |
| Per Stirling Capital Management, LLC. | 清仓 | -$507.74万 |
| Garrett Wealth Advisory Group, LLC | 减仓 | -$498.53万 |
| Systelligence, LLC | 减仓 | -$486.27万 |
| Fiduciary Trust Co | 减仓 | -$253.95万 |
| Lido Advisors, LLC | 减仓 | -$216.00万 |
| Hershey Financial Advisers, LLC | 清仓 | -$169.23万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$166.35万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$155.71万 |
| SEVEN MILE ADVISORY | 清仓 | -$136.34万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$128.58万 |
| Rathbones Group PLC | 清仓 | -$127.36万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$119.96万 |
| WIN ADVISORS, INC | 减仓 | -$101.18万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$80.21万 |
| MORGAN STANLEY | 减仓 | -$68.84万 |
| Triad Wealth Partners, LLC | 减仓 | -$56.66万 |
| Kilter Group LLC | 减仓 | -$42.89万 |
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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 1,859,134 | $1.27亿 | 1.50% | -37,285 | 减仓 |
| LPL Financial LLC | 1,512,378 | $1.03亿 | 0.03% | 79,986 | 加仓 |
| MORGAN STANLEY | 889,676 | $6,059.59万 | 0.00% | -10,107 | 减仓 |
| Lido Advisors, LLC | 798,789 | $5,440.57万 | 0.17% | -31,713 | 减仓 |
| Garrett Wealth Advisory Group, LLC | 750,033 | $5,108.47万 | 9.08% | -73,195 | 减仓 |
| Private Advisor Group, LLC | 693,592 | $4,724.05万 | 0.22% | 34,878 | 加仓 |
| Cetera Investment Advisers | 660,022 | $4,495.41万 | 0.05% | 48,551 | 加仓 |
| CWM, LLC | 465,565 | $3,170.96万 | 0.08% | 31,850 | 加仓 |
| WealthPlan Investment Management, LLC | 459,137 | $3,127.18万 | 1.74% | 225,844 | 加仓 |
| Team Financial Group, LLC | 450,773 | $3,070.22万 | 13.94% | 3,229 | 加仓 |
| Financial Gravity Asset Management, Inc. | 286,548 | $1,951.68万 | 3.47% | 10,480 | 加仓 |
| Kestra Advisory Services, LLC | 281,211 | $1,915.33万 | 0.07% | 33,731 | 加仓 |
| IEQ CAPITAL, LLC | 265,154 | $1,805.96万 | 0.08% | 0 | 不变 |
| INTEGRITY ALLIANCE, LLC. | 262,448 | $1,787.53万 | 0.68% | 10,177 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 196,817 | $1,340.52万 | 0.01% | 6,979 | 加仓 |
| Stenger Family Office, LLC | 191,968 | $1,307.49万 | 2.33% | 191,968 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 191,360 | $1,303.35万 | 0.00% | -17,613 | 减仓 |
| JPMORGAN CHASE & CO | 167,727 | $1,110.69万 | 0.00% | 29,607 | 加仓 |
| Systelligence, LLC | 143,482 | $977.26万 | 1.90% | -71,395 | 减仓 |
| Focus Partners Wealth | 141,423 | $963.23万 | 0.01% | 75 | 加仓 |
| WIN ADVISORS, INC | 128,568 | $875.68万 | 4.01% | -14,856 | 减仓 |
| EASTERN BANK | 110,134 | $750.12万 | 0.13% | 0 | 不变 |
| Marietta Wealth Management, LLC | 99,590 | $678.30万 | 0.81% | 814 | 加仓 |
| Maia Wealth LLC | 96,254 | $655.59万 | 1.11% | 24,844 | 加仓 |
| Creative Planning | 89,769 | $611.42万 | 0.00% | -584 | 减仓 |
| UBS Group AG | 87,360 | $595.01万 | 0.00% | 2,529 | 加仓 |
| VISTA INVESTMENT MANAGEMENT | 84,680 | $576.76万 | 1.92% | -2,026 | 减仓 |
| TopTier Wealth Management, LLC | 80,166 | $546.01万 | 3.36% | -34 | 减仓 |
| NewSquare Capital LLC | 79,356 | $540.49万 | 0.47% | 2,805 | 加仓 |
| WELLS FARGO & COMPANY/MN | 77,584 | $528.42万 | 0.00% | -3,467 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 75,680 | $515.46万 | 0.08% | 14,716 | 加仓 |
| FLAGSHIP WEALTH ADVISORS, LLC | 76,861 | $491.99万 | 2.12% | -120,058 | 减仓 |
| CITIGROUP INC | 71,847 | $489.35万 | 0.00% | 8,985 | 加仓 |
| AMERIPRISE FINANCIAL INC | 64,730 | $440.88万 | 0.00% | 4,857 | 加仓 |
| Prime Capital Investment Advisors, LLC | 50,898 | $346.66万 | 0.04% | -1,979 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 50,379 | $334.06万 | 0.00% | 3,348 | 加仓 |
| Betterment LLC | 46,461 | $316.40万 | 0.01% | -1,765 | 减仓 |
| LOWE BROCKENBROUGH & CO INC | 46,252 | $315.02万 | 0.16% | 0 | 不变 |
| RAYMOND JAMES FINANCIAL INC | 44,005 | $299.72万 | 0.00% | -1,572 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 43,184 | $297.84万 | 0.32% | -83 | 减仓 |
| WealthPLAN Partners, LLC | 41,932 | $285.60万 | 0.55% | 32,451 | 加仓 |
| GOLDMAN SACHS GROUP INC | 40,304 | $274.51万 | 0.00% | -22,862 | 减仓 |
| TOWLE & CO | 38,806 | $264.31万 | 1.03% | 38,806 | 新建仓 |
| BEACON FINANCIAL GROUP | 37,958 | $258.53万 | 0.26% | -587 | 减仓 |
| WealthPoint Financial, LLC | 37,406 | $254.77万 | 2.13% | 2,715 | 加仓 |
| ROCKLAND TRUST CO | 35,608 | $242.53万 | 0.10% | -622 | 减仓 |
| LongView Wealth Management | 32,818 | $238.45万 | 0.60% | 15,107 | 加仓 |
| Modera Wealth Management, LLC | 34,935 | $237.94万 | 0.03% | -159 | 减仓 |
| OSAIC HOLDINGS, INC. | 34,905 | $237.74万 | 0.00% | -18,878 | 减仓 |
| Pine Valley Investments Ltd Liability Co | 28,628 | $194.98万 | 0.09% | 661 | 加仓 |
内部人交易（Form 4）
EPS 董事、高管和大股东的最新买卖申报。专业版可看 🔒