USFR WISDOMTREE TR
FLOATNG RAT TREA
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 | 611 | 207,689,108 | $104.59亿 | 46 | 241 | 246 | 45 | $3.55亿 |
| 2026Q1 | 606 | 200,401,865 | $100.89亿 | 44 | 248 | 231 | 33 | $5.19亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $7,810.87万 |
| Summit Trail Advisors, LLC | 加仓 | $6,704.73万 |
| Stenger Family Office, LLC | 新建仓 | $5,079.92万 |
| Kestra Advisory Services, LLC | 加仓 | $4,444.02万 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 重新持有 | $4,132.12万 |
| MORGAN STANLEY | 加仓 | $3,961.70万 |
| Independent Advisor Alliance | 新建仓 | $3,875.30万 |
| NewEdge Advisors, LLC | 加仓 | $3,640.58万 |
| Clear Creek Financial Management, LLC | 加仓 | $3,484.09万 |
| Exit Wealth Advisors, LLC. | 加仓 | $3,468.20万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $3,198.23万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $3,034.03万 |
| Cresset Asset Management, LLC | 加仓 | $3,033.30万 |
| HOLLENCREST CAPITAL MANAGEMENT | 加仓 | $2,702.12万 |
| Arkadios Wealth Advisors | 加仓 | $2,604.61万 |
| Farther Finance Advisors, LLC | 加仓 | $2,517.18万 |
| Ausdal Financial Partners, Inc. | 加仓 | $2,295.26万 |
| Uniplan Investment Counsel, Inc. | 加仓 | $2,033.29万 |
| Mariner, LLC | 加仓 | $1,930.78万 |
| Vertex Planning Partners, LLC | 加仓 | $1,892.83万 |
2026Q1 卖出最多
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$9,776.03万 |
| Alpine Bank Wealth Management | 减仓 | -$3,759.63万 |
| NewEdge Wealth, LLC | 减仓 | -$3,513.86万 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 减仓 | -$3,132.81万 |
| UBS Group AG | 减仓 | -$2,730.83万 |
| Gladstone Institutional Advisory LLC | 减仓 | -$2,538.66万 |
| Cetera Investment Advisers | 减仓 | -$2,446.30万 |
| Cypress Capital, LLC | 减仓 | -$2,277.47万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,256.39万 |
| Tower Research Capital LLC (TRC) | 减仓 | -$1,927.45万 |
| Wealthspire Advisors, LLC | 减仓 | -$1,832.06万 |
| Alpha Zero LLC | 减仓 | -$1,755.47万 |
| ROYAL BANK OF CANADA | 减仓 | -$1,648.09万 |
| BIP Wealth, LLC | 减仓 | -$1,038.73万 |
| Lido Advisors, LLC | 减仓 | -$1,002.32万 |
| Serenus Wealth Advisors, LLC | 减仓 | -$932.36万 |
| Stonebridge Financial Group, LLC | 减仓 | -$882.84万 |
| DORVAL Corp | 减仓 | -$861.71万 |
| Guided Capital Wealth Management, LLC | 减仓 | -$825.91万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 减仓 | -$808.71万 |
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 | 17,440,508 | $8.78亿 | 0.05% | 786,989 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 15,934,091 | $8.02亿 | 0.06% | 1,551,622 | 加仓 |
| LPL Financial LLC | 12,759,066 | $6.42亿 | 0.17% | -95,381 | 减仓 |
| Summit Trail Advisors, LLC | 9,927,563 | $5.00亿 | 7.16% | 1,331,889 | 加仓 |
| NewEdge Wealth, LLC | 7,632,376 | $3.84亿 | 4.58% | -698,026 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 7,040,261 | $3.54亿 | 0.11% | -67,270 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 5,254,391 | $2.65亿 | 0.46% | -1,942,001 | 减仓 |
| BIP Wealth, LLC | 5,099,716 | $2.57亿 | 10.44% | -206,342 | 减仓 |
| UBS Group AG | 5,091,228 | $2.56亿 | 0.04% | -542,477 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,939,267 | $1.98亿 | 0.04% | 602,708 | 加仓 |
| AMERIPRISE FINANCIAL INC | 3,827,440 | $1.93亿 | 0.04% | 633,903 | 加仓 |
| ROYAL BANK OF CANADA | 2,815,078 | $1.42亿 | 0.02% | -327,392 | 减仓 |
| Serenus Wealth Advisors, LLC | 2,418,262 | $1.22亿 | 13.79% | -185,212 | 减仓 |
| HighTower Advisors, LLC | 2,340,291 | $1.18亿 | 0.13% | -38,787 | 减仓 |
| Private Advisor Group, LLC | 2,316,049 | $1.17亿 | 0.55% | 326,696 | 加仓 |
| Howard Capital Management, LLC | 2,059,340 | $1.04亿 | 1.67% | 42,993 | 加仓 |
| Kestra Advisory Services, LLC | 2,009,823 | $1.01亿 | 0.38% | 882,801 | 加仓 |
| IHT Wealth Management, LLC | 1,781,664 | $8,968.90万 | 2.08% | -133,616 | 减仓 |
| OSAIC HOLDINGS, INC. | 1,708,924 | $8,602.91万 | 0.13% | 63,810 | 加仓 |
| Cetera Investment Advisers | 1,708,823 | $8,602.21万 | 0.09% | -485,956 | 减仓 |
| Morton Capital Management LLC/CA | 1,677,866 | $8,446.38万 | 12.56% | 20,603 | 加仓 |
| Rockefeller Capital Management L.P. | 1,527,134 | $7,687.60万 | 0.14% | 235,333 | 加仓 |
| Cardinal Point Capital Management ULC | 1,474,438 | $7,422.32万 | 4.55% | 37,555 | 加仓 |
| Global View Capital Management LLC | 1,377,489 | $6,934.28万 | 18.41% | 264,727 | 加仓 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1,272,541 | $6,405.97万 | 45.96% | 29,892 | 加仓 |
| DAVENPORT & Co LLC | 1,265,991 | $6,373.00万 | 0.35% | 9,973 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,261,965 | $6,352.73万 | 0.02% | 322,613 | 加仓 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1,238,547 | $6,234.84万 | 8.39% | -622,331 | 减仓 |
| Bank of New York Mellon Corp | 1,171,030 | $5,894.97万 | 0.01% | 306,551 | 加仓 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1,164,700 | $5,863.10万 | 8.41% | 820,841 | 重新持有 |
| Ausdal Financial Partners, Inc. | 1,120,648 | $5,641.34万 | 2.51% | 455,952 | 加仓 |
| STIFEL FINANCIAL CORP | 1,107,390 | $5,574.58万 | 0.05% | 278,636 | 加仓 |
| Stenger Family Office, LLC | 1,009,122 | $5,079.92万 | 9.07% | 1,009,122 | 新建仓 |
| Steward Partners Investment Advisory, LLC | 961,440 | $4,839.89万 | 0.25% | 130,615 | 加仓 |
| Encompass More Asset Management | 930,640 | $4,684.84万 | 7.85% | 327,495 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 930,289 | $4,683.07万 | 0.07% | 13,951 | 加仓 |
| NewEdge Advisors, LLC | 922,353 | $4,643.12万 | 0.17% | 723,199 | 加仓 |
| McGuire Investment Group, LLC | 895,079 | $4,505.83万 | 5.09% | 108,513 | 加仓 |
| Lido Advisors, LLC | 894,474 | $4,502.79万 | 0.14% | -199,109 | 减仓 |
| Vertex Planning Partners, LLC | 894,095 | $4,500.87万 | 8.74% | 376,009 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 889,472 | $4,477.60万 | 0.12% | -157,579 | 减仓 |
| MISSION WEALTH MANAGEMENT, LP | 868,238 | $4,370.71万 | 0.90% | 171,389 | 加仓 |
| BLAIR WILLIAM & CO/IL | 861,142 | $4,334.99万 | 0.12% | -60,502 | 减仓 |
| Lunt Capital Management, Inc. | 851,899 | $4,288.46万 | 16.46% | -40,969 | 减仓 |
| Exit Wealth Advisors, LLC. | 832,449 | $4,190.55万 | 21.54% | 688,955 | 加仓 |
| Mraz, Amerine & Associates, Inc. | 822,468 | $4,140.31万 | 6.10% | 103,733 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 810,901 | $4,082.08万 | 0.50% | -36,477 | 减仓 |
| Wealthspire Advisors, LLC | 809,798 | $4,076.52万 | 0.32% | -363,938 | 减仓 |
| Capital Planning Advisors, LLC | 807,604 | $4,065.48万 | 5.88% | 166,393 | 加仓 |
| Farther Finance Advisors, LLC | 778,937 | $3,921.17万 | 0.37% | 500,035 | 加仓 |
内部人交易（Form 4）
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