GDE WISDOMTREE TR
EFFICIENT GLD PL
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 | 72 | 3,999,383 | $2.38亿 | 8 | 24 | 25 | 6 | -$3,650.37万 |
| 2026Q1 | 71 | 4,800,161 | $2.95亿 | 14 | 22 | 26 | 6 | $698.38万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OneDigital Investment Advisors LLC | 新建仓 | $705.90万 |
| Magnolia Private Wealth, LLC | 加仓 | $330.56万 |
| Kestra Advisory Services, LLC | 加仓 | $230.21万 |
| Fermata Advisors, LLC | 加仓 | $217.66万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $186.54万 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 加仓 | $172.19万 |
| Triton Wealth Management, PLLC | 加仓 | $158.08万 |
| HRT FINANCIAL LP | 重新持有 | $157.20万 |
| CWM, LLC | 加仓 | $135.94万 |
| Modern Wealth Management, LLC | 新建仓 | $127.84万 |
| Arkadios Wealth Advisors | 新建仓 | $109.70万 |
| MERCER GLOBAL ADVISORS INC /ADV | 新建仓 | $86.00万 |
| Lunt Capital Management, Inc. | 新建仓 | $81.94万 |
| SteelPeak Wealth, LLC | 加仓 | $61.70万 |
| McGrath & Associates, Inc. | 加仓 | $47.24万 |
| Quantinno Capital Management LP | 新建仓 | $44.92万 |
| Kingsview Wealth Management, LLC | 加仓 | $44.47万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $41.36万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $31.22万 |
| CreativeOne Wealth, LLC | 新建仓 | $31.17万 |
2026Q1 卖出最多
| VICUS CAPITAL | 清仓 | -$335.02万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$331.05万 |
| Atria Investments, Inc | 减仓 | -$321.57万 |
| Alpine Bank Wealth Management | 减仓 | -$265.36万 |
| Sanctuary Advisors, LLC | 减仓 | -$263.11万 |
| LPL Financial LLC | 减仓 | -$169.47万 |
| CITADEL ADVISORS LLC | 减仓 | -$125.79万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$124.23万 |
| STAPP WEALTH MANAGEMENT, PLLC | 减仓 | -$100.58万 |
| ROYAL BANK OF CANADA | 清仓 | -$83.50万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$71.38万 |
| Avion Wealth | 清仓 | -$47.40万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$40.60万 |
| XY Planning Network, Inc. | 减仓 | -$37.81万 |
| Cerity Partners LLC | 清仓 | -$33.21万 |
| Spinnaker Investment Group, LLC | 减仓 | -$30.18万 |
| Focus Partners Wealth | 减仓 | -$25.67万 |
| M Wealth Management, LLC | 减仓 | -$22.08万 |
| Optivise Advisory Services LLC | 减仓 | -$7.50万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$6.80万 |
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 |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,989,162 | $1.25亿 | 9.65% | 27,375 | 加仓 |
| Alpine Bank Wealth Management | 620,565 | $3,903.35万 | 5.68% | -42,187 | 减仓 |
| Focus Partners Wealth | 214,176 | $1,347.17万 | 0.02% | -4,081 | 减仓 |
| CWM, LLC | 212,688 | $1,337.81万 | 0.04% | 21,612 | 加仓 |
| Wealthcare Advisory Partners LLC | 129,271 | $813.11万 | 0.16% | -6,454 | 减仓 |
| McGrath & Associates, Inc. | 121,717 | $765.60万 | 11.26% | 7,511 | 加仓 |
| STAPP WEALTH MANAGEMENT, PLLC | 120,937 | $760.69万 | 9.71% | -15,990 | 减仓 |
| OneDigital Investment Advisors LLC | 112,225 | $705.90万 | 0.07% | 112,225 | 新建仓 |
| Magnolia Private Wealth, LLC | 213,455 | $660.44万 | 2.60% | 106,838 | 加仓 |
| Triton Wealth Management, PLLC | 96,556 | $623.22万 | 2.32% | 24,492 | 加仓 |
| Kestra Advisory Services, LLC | 82,494 | $518.89万 | 0.02% | 36,599 | 加仓 |
| Fermata Advisors, LLC | 77,456 | $487.20万 | 1.10% | 34,605 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 58,376 | $367.20万 | 0.01% | -1,081 | 减仓 |
| OSAIC HOLDINGS, INC. | 52,840 | $332.35万 | 0.00% | 1,417 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 52,230 | $328.52万 | 0.06% | 0 | 不变 |
| AMERIPRISE FINANCIAL INC | 43,256 | $272.08万 | 0.00% | -11,348 | 减仓 |
| MORGAN STANLEY | 36,444 | $229.23万 | 0.00% | -1 | 减仓 |
| OPTIMA CAPITAL LLC | 34,036 | $214.08万 | 0.99% | 645 | 加仓 |
| SFG Wealth Management, LLC. | 33,244 | $209.11万 | 0.86% | -374 | 减仓 |
| HRT FINANCIAL LP | 32,456 | $204.10万 | 0.01% | 24,998 | 重新持有 |
| Sanctuary Advisors, LLC | 30,284 | $190.48万 | 0.01% | -41,830 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,657 | $186.54万 | 0.00% | 29,657 | 新建仓 |
| Aspire Capital Advisors LLC | 26,712 | $168.02万 | 0.38% | 1,223 | 加仓 |
| JANE STREET GROUP, LLC | 26,504 | $166.71万 | 0.00% | 2,232 | 加仓 |
| Spinnaker Investment Group, LLC | 22,358 | $140.63万 | 0.29% | -4,798 | 减仓 |
| Modern Wealth Management, LLC | 20,000 | $127.84万 | 0.02% | 20,000 | 新建仓 |
| LWM Advisory Services, LLC | 20,192 | $127.01万 | 1.36% | 0 | 不变 |
| Kingsview Wealth Management, LLC | 19,295 | $121.37万 | 0.02% | 7,070 | 加仓 |
| SteelPeak Wealth, LLC | 18,367 | $115.53万 | 0.04% | 9,810 | 加仓 |
| Worth Asset Management, LLC | 18,303 | $115.13万 | 0.43% | -214 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 17,755 | $111.68万 | 0.00% | 4,964 | 加仓 |
| Arkadios Wealth Advisors | 17,441 | $109.70万 | 0.02% | 17,441 | 新建仓 |
| JPMORGAN CHASE & CO | 16,393 | $97.37万 | 0.00% | 4,963 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 13,673 | $86.00万 | 0.00% | 13,673 | 新建仓 |
| Lunt Capital Management, Inc. | 13,027 | $81.94万 | 0.31% | 13,027 | 新建仓 |
| BROWN ADVISORY INC | 12,792 | $80.46万 | 0.00% | 0 | 不变 |
| Elm3 Financial Group, LLC | 11,294 | $71.04万 | 0.60% | -448 | 减仓 |
| M Wealth Management, LLC | 10,850 | $68.25万 | 0.57% | -3,510 | 减仓 |
| Atria Investments, Inc | 8,593 | $54.05万 | 0.01% | -51,125 | 减仓 |
| UBS Group AG | 7,997 | $50.30万 | 0.00% | 4,126 | 加仓 |
| XY Planning Network, Inc. | 7,840 | $50.11万 | 0.08% | -5,915 | 减仓 |
| HOWARD BAILEY SECURITIES, LLC | 7,747 | $48.73万 | 0.20% | -286 | 减仓 |
| Quantinno Capital Management LP | 7,141 | $44.92万 | 0.00% | 7,141 | 新建仓 |
| Redhawk Wealth Advisors, Inc. | 7,061 | $44.41万 | 0.05% | -1,059 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 6,575 | $41.36万 | 0.00% | 6,575 | 新建仓 |
| Prospera Financial Services Inc | 6,289 | $39.56万 | 0.01% | 902 | 加仓 |
| Optivise Advisory Services LLC | 6,020 | $37.87万 | 0.23% | -1,193 | 减仓 |
| Kelman-Lazarov, Inc. | 6,004 | $37.77万 | 0.05% | 2,506 | 加仓 |
| CITADEL ADVISORS LLC | 5,930 | $37.30万 | 0.00% | -19,998 | 减仓 |
| CreativeOne Wealth, LLC | 4,955 | $31.17万 | 0.01% | 4,955 | 新建仓 |
内部人交易（Form 4）
GDE 董事、高管和大股东的最新买卖申报。专业版可看 🔒