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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $1,207.76万 |
| DAVENPORT & Co LLC | 加仓 | $694.00万 |
| TRUIST FINANCIAL CORP | 加仓 | $430.14万 |
| OneDigital Investment Advisors LLC | 新建仓 | $269.66万 |
| CITADEL ADVISORS LLC | 重新持有 | $179.11万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $157.64万 |
| ROYAL BANK OF CANADA | 加仓 | $135.81万 |
| THEORY FINANCIAL LLC | 加仓 | $127.27万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $125.40万 |
| CENTRAL TRUST Co | 加仓 | $54.64万 |
| Sylvest Advisors, LLC | 加仓 | $52.86万 |
| Clearwater Capital Advisors, LLC | 加仓 | $48.86万 |
| CPC Advisors, LLC | 加仓 | $46.00万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $43.69万 |
| RTD Financial Advisors, Inc. | 新建仓 | $32.20万 |
| Colonial River Investments, LLC | 新建仓 | $30.65万 |
| OSAIC HOLDINGS, INC. | 加仓 | $27.23万 |
| Kestra Advisory Services, LLC | 加仓 | $25.17万 |
| NEUBERGER BERMAN GROUP LLC | 新建仓 | $22.99万 |
| Ascension Capital Advisors, Inc. | 新建仓 | $22.18万 |
2026Q1 卖出最多
| Align Financial, LLC | 减仓 | -$1,372.48万 |
| Equitable Holdings, Inc. | 减仓 | -$359.31万 |
| Westwood Wealth Management | 清仓 | -$289.52万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$284.14万 |
| Corient Private Wealth LP | 减仓 | -$204.63万 |
| UBS Group AG | 减仓 | -$158.01万 |
| Foster Group, Inc. | 清仓 | -$129.62万 |
| HighTower Advisors, LLC | 减仓 | -$103.75万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$75.26万 |
| Baird Financial Group, Inc. | 减仓 | -$66.00万 |
| HRT FINANCIAL LP | 清仓 | -$59.60万 |
| Freedom Investment Management, Inc. | 减仓 | -$50.22万 |
| Janney Montgomery Scott LLC | 减仓 | -$39.42万 |
| Investors Research Corp | 减仓 | -$31.40万 |
| Davidson Kahn Capital Management, LLC | 减仓 | -$28.13万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$26.91万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 清仓 | -$22.61万 |
| Merit Financial Group, LLC | 减仓 | -$21.31万 |
| ABLE Financial Group, LLC | 清仓 | -$20.55万 |
| Cetera Investment Advisers | 减仓 | -$18.14万 |
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 |
|---|---|---|---|---|---|
| DAVENPORT & Co LLC | 722,893 | $4,859.29万 | 0.26% | 103,243 | 加仓 |
| UBS Group AG | 580,020 | $3,898.89万 | 0.01% | -23,506 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 494,646 | $3,325.01万 | 0.00% | -11,196 | 减仓 |
| MORGAN STANLEY | 459,906 | $3,091.50万 | 0.00% | 628 | 加仓 |
| TRUIST FINANCIAL CORP | 438,925 | $2,950.45万 | 0.04% | 63,990 | 加仓 |
| LPL Financial LLC | 429,148 | $2,884.73万 | 0.01% | 179,673 | 加仓 |
| Baird Financial Group, Inc. | 322,814 | $2,169.96万 | 0.03% | -9,819 | 减仓 |
| Freedom Investment Management, Inc. | 294,048 | $1,976.59万 | 5.87% | -7,471 | 减仓 |
| CPC Advisors, LLC | 262,309 | $1,763.24万 | 2.86% | 6,843 | 加仓 |
| IEQ CAPITAL, LLC | 203,578 | $1,368.45万 | 0.06% | 0 | 不变 |
| Clearwater Capital Advisors, LLC | 191,663 | $1,288.36万 | 1.04% | 7,268 | 加仓 |
| Private Advisor Group, LLC | 175,021 | $1,176.49万 | 0.06% | 1,391 | 加仓 |
| ROYAL BANK OF CANADA | 152,224 | $1,023.20万 | 0.00% | 20,205 | 加仓 |
| HighTower Advisors, LLC | 140,645 | $945.42万 | 0.01% | -15,435 | 减仓 |
| JPMORGAN CHASE & CO | 119,997 | $785.50万 | 0.00% | -897 | 减仓 |
| WELLS FARGO & COMPANY/MN | 115,106 | $773.74万 | 0.00% | 23,451 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 107,249 | $720.92万 | 0.00% | -42,271 | 减仓 |
| Steward Partners Investment Advisory, LLC | 104,497 | $702.43万 | 0.04% | 131 | 加仓 |
| Provident Wealth Management, LLC | 99,591 | $669.45万 | 2.02% | 1,142 | 加仓 |
| THEORY FINANCIAL LLC | 89,563 | $602.04万 | 2.11% | 18,934 | 加仓 |
| Pinnacle Financial Partners, Inc. | 86,876 | $583.98万 | 0.04% | -66 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 84,360 | $567.07万 | 0.00% | -1,576 | 减仓 |
| Davidson Kahn Capital Management, LLC | 80,606 | $541.84万 | 2.89% | -4,185 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 80,211 | $539.20万 | 0.01% | -1,333 | 减仓 |
| Breakwater Capital Group | 79,810 | $536.49万 | 0.72% | -310 | 减仓 |
| Cetera Investment Advisers | 61,681 | $414.62万 | 0.00% | -2,699 | 减仓 |
| TopTier Wealth Management, LLC | 60,884 | $409.26万 | 2.52% | -32 | 减仓 |
| Sylvest Advisors, LLC | 56,894 | $382.44万 | 2.03% | 7,863 | 加仓 |
| AMERIPRISE FINANCIAL INC | 54,405 | $365.20万 | 0.00% | 6,509 | 加仓 |
| Great Point Wealth Advisors, LLC | 48,857 | $328.42万 | 0.61% | -895 | 减仓 |
| NewSquare Capital LLC | 47,274 | $317.78万 | 0.28% | 2,025 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 46,834 | $314.82万 | 0.00% | -17 | 减仓 |
| CULBERTSON A N & CO INC | 45,625 | $306.69万 | 0.40% | -85 | 减仓 |
| Roan Capital Partners | 44,028 | $295.96万 | 2.73% | — | — |
| CENTRAL TRUST Co | 43,466 | $292.18万 | 0.06% | 8,129 | 加仓 |
| Lionshead Wealth Management, LLC | 42,512 | $285.77万 | 2.11% | -829 | 减仓 |
| OneDigital Investment Advisors LLC | 40,116 | $269.66万 | 0.03% | 40,116 | 新建仓 |
| Equitable Holdings, Inc. | 39,512 | $263.94万 | 0.02% | -53,789 | 减仓 |
| GHP Investment Advisors, Inc. | 38,581 | $259.34万 | 0.11% | -460 | 减仓 |
| Lauer Wealth, LLC | 36,878 | $256.89万 | 2.05% | 464 | 加仓 |
| OSAIC HOLDINGS, INC. | 34,489 | $231.86万 | 0.00% | 4,050 | 加仓 |
| Bank of New York Mellon Corp | 32,465 | $218.23万 | 0.00% | 2,401 | 加仓 |
| CITADEL ADVISORS LLC | 30,490 | $204.95万 | 0.00% | 26,646 | 重新持有 |
| Corient Private Wealth LP | 30,442 | $204.63万 | 0.00% | -30,442 | 减仓 |
| L & S Advisors Inc | 29,916 | $201.10万 | 0.25% | 612 | 加仓 |
| MATHER GROUP, LLC. | 24,755 | $166.41万 | 0.02% | -148 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 24,745 | $166.33万 | 0.07% | 1 | 加仓 |
| Kestra Advisory Services, LLC | 24,519 | $164.81万 | 0.01% | 3,744 | 加仓 |
| Ridge Creek Global, Inc | 22,826 | $153.44万 | 1.30% | -40 | 减仓 |
| Apella Capital, LLC | 20,925 | $150.93万 | 0.02% | 0 | 不变 |
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 🔒