EZM WISDOMTREE TR
US MIDCAP 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 | 187 | 7,767,599 | $5.88亿 | 18 | 45 | 65 | 4 | $1,437.65万 |
| 2026Q1 | 172 | 7,583,924 | $5.10亿 | 8 | 48 | 54 | 8 | $394.60万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| DAVENPORT & Co LLC | 加仓 | $1,259.71万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $577.35万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $283.83万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $244.30万 |
| TRUIST FINANCIAL CORP | 加仓 | $170.40万 |
| THEORY FINANCIAL LLC | 加仓 | $150.28万 |
| LPL Financial LLC | 加仓 | $131.75万 |
| Rockefeller Capital Management L.P. | 加仓 | $127.51万 |
| Kestra Advisory Services, LLC | 加仓 | $116.08万 |
| Savant Capital, LLC | 加仓 | $109.42万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $91.03万 |
| MORGAN STANLEY | 加仓 | $70.63万 |
| Orion Porfolio Solutions, LLC | 加仓 | $63.24万 |
| Centric Wealth Management | 加仓 | $52.86万 |
| &PARTNERS | 新建仓 | $40.88万 |
| CPC Advisors, LLC | 加仓 | $40.76万 |
| Sylvest Advisors, LLC | 加仓 | $39.83万 |
| CENTRAL TRUST Co | 加仓 | $38.19万 |
| Simplicity Wealth,LLC | 新建仓 | $32.02万 |
| RiverFront Investment Group, LLC | 新建仓 | $30.03万 |
2026Q2 卖出最多
| Baird Financial Group, Inc. | 减仓 | -$761.16万 |
| UBS Group AG | 减仓 | -$408.33万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$227.05万 |
| Bank of New York Mellon Corp | 清仓 | -$218.23万 |
| HighTower Advisors, LLC | 减仓 | -$197.27万 |
| Merit Financial Group, LLC | 减仓 | -$87.61万 |
| ROYAL BANK OF CANADA | 减仓 | -$79.58万 |
| Freedom Investment Management, Inc. | 减仓 | -$74.07万 |
| Ascentis Independent Advisors | 减仓 | -$59.12万 |
| CITADEL ADVISORS LLC | 减仓 | -$52.56万 |
| MATHER GROUP, LLC. | 减仓 | -$34.75万 |
| Western Wealth Management, LLC | 减仓 | -$31.57万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$29.02万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$23.31万 |
| Janney Montgomery Scott LLC | 减仓 | -$21.98万 |
| Pinnacle Financial Partners, Inc. | 减仓 | -$19.26万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$17.06万 |
| Amplius Wealth Advisors, LLC | 减仓 | -$16.96万 |
| Great Point Wealth Advisors, LLC | 减仓 | -$15.82万 |
| Equitable Holdings, Inc. | 减仓 | -$15.57万 |
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 |
|---|---|---|---|---|---|
| DAVENPORT & Co LLC | 889,118 | $6,738.06万 | 0.33% | 166,225 | 加仓 |
| UBS Group AG | 526,139 | $3,987.29万 | 0.01% | -53,881 | 减仓 |
| MORGAN STANLEY | 469,226 | $3,555.97万 | 0.00% | 9,320 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 464,685 | $3,521.54万 | 0.00% | -29,961 | 减仓 |
| TRUIST FINANCIAL CORP | 461,410 | $3,496.73万 | 0.04% | 22,485 | 加仓 |
| LPL Financial LLC | 446,533 | $3,383.99万 | 0.01% | 17,385 | 加仓 |
| Freedom Investment Management, Inc. | 284,274 | $2,154.33万 | 6.00% | -9,774 | 减仓 |
| CPC Advisors, LLC | 267,688 | $2,028.63万 | 2.74% | 5,379 | 加仓 |
| Baird Financial Group, Inc. | 222,376 | $1,685.25万 | 0.02% | -100,438 | 减仓 |
| IEQ CAPITAL, LLC | 203,578 | $1,542.79万 | 0.07% | 0 | 不变 |
| Clearwater Capital Advisors, LLC | 192,023 | $1,455.22万 | 1.07% | 360 | 加仓 |
| Private Advisor Group, LLC | 176,452 | $1,337.22万 | 0.06% | 1,431 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 156,398 | $1,185.20万 | 0.01% | 76,187 | 加仓 |
| Steward Partners Investment Advisory, LLC | 141,949 | $1,075.74万 | 0.05% | 37,452 | 加仓 |
| ROYAL BANK OF CANADA | 141,724 | $1,074.10万 | 0.00% | -10,500 | 减仓 |
| JPMORGAN CHASE & CO | 121,786 | $919.37万 | 0.00% | 1,789 | 加仓 |
| WELLS FARGO & COMPANY/MN | 114,836 | $870.27万 | 0.00% | -270 | 减仓 |
| HighTower Advisors, LLC | 114,614 | $868.59万 | 0.01% | -26,031 | 减仓 |
| THEORY FINANCIAL LLC | 109,393 | $829.02万 | 2.61% | 19,830 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 104,998 | $795.71万 | 0.00% | -2,251 | 减仓 |
| Provident Wealth Management, LLC | 101,898 | $772.22万 | 1.99% | 2,307 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 84,755 | $642.31万 | 0.00% | 395 | 加仓 |
| Pinnacle Financial Partners, Inc. | 84,335 | $639.12万 | 0.04% | -2,541 | 减仓 |
| Davidson Kahn Capital Management, LLC | 79,471 | $602.14万 | 2.59% | -1,135 | 减仓 |
| Breakwater Capital Group | 77,786 | $589.49万 | 0.71% | -2,024 | 减仓 |
| AMERIPRISE FINANCIAL INC | 66,417 | $503.33万 | 0.00% | 12,012 | 加仓 |
| Sylvest Advisors, LLC | 62,150 | $471.00万 | 2.12% | 5,256 | 加仓 |
| TopTier Wealth Management, LLC | 60,687 | $459.91万 | 2.78% | -197 | 减仓 |
| Cetera Investment Advisers | 59,953 | $454.34万 | 0.00% | -1,728 | 减仓 |
| NewSquare Capital LLC | 48,657 | $368.74万 | 0.27% | 1,383 | 加仓 |
| CENTRAL TRUST Co | 48,505 | $367.59万 | 0.07% | 5,039 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,355 | $366.45万 | 0.00% | 1,521 | 加仓 |
| Roan Capital Partners | 47,952 | $363.40万 | 3.01% | 3,924 | 加仓 |
| Great Point Wealth Advisors, LLC | 46,770 | $354.44万 | 0.57% | -2,087 | 减仓 |
| CULBERTSON A N & CO INC | 45,015 | $341.14万 | 0.40% | -610 | 减仓 |
| Lionshead Wealth Management, LLC | 41,401 | $313.76万 | 2.04% | -1,111 | 减仓 |
| OneDigital Investment Advisors LLC | 41,046 | $311.06万 | 0.03% | 930 | 加仓 |
| Kestra Advisory Services, LLC | 39,836 | $301.89万 | 0.01% | 15,317 | 加仓 |
| GHP Investment Advisors, Inc. | 38,393 | $290.96万 | 0.11% | -188 | 减仓 |
| Equitable Holdings, Inc. | 37,457 | $283.86万 | 0.02% | -2,055 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,465 | $276.34万 | 0.00% | 32,237 | 加仓 |
| Lauer Wealth, LLC | 35,976 | $269.29万 | 1.62% | -902 | 减仓 |
| Rockefeller Capital Management L.P. | 34,118 | $258.56万 | 0.00% | 16,825 | 加仓 |
| OSAIC HOLDINGS, INC. | 30,660 | $232.35万 | 0.00% | -3,829 | 减仓 |
| Corient Private Wealth LP | 30,322 | $229.79万 | 0.00% | -120 | 减仓 |
| L & S Advisors Inc | 30,276 | $229.44万 | 0.24% | 360 | 加仓 |
| Savant Capital, LLC | 29,160 | $209.34万 | 0.01% | 15,242 | 加仓 |
| Orion Porfolio Solutions, LLC | 27,447 | $208.01万 | 0.02% | 8,345 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 24,478 | $185.50万 | 0.07% | -267 | 减仓 |
| CITADEL ADVISORS LLC | 23,555 | $178.51万 | 0.00% | -6,935 | 减仓 |
内部人交易（Form 4）
EZM 董事、高管和大股东的最新买卖申报。专业版可看 🔒