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 🔒 | ||||||||
2026Q2 买入最多
| NewEdge Wealth, LLC | 加仓 | $1.75亿 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 加仓 | $1.52亿 |
| Summit Trail Advisors, LLC | 加仓 | $6,834.30万 |
| MISSION WEALTH MANAGEMENT, LP | 加仓 | $5,035.63万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $4,935.69万 |
| Bluespring Wealth Management, LLC | 新建仓 | $3,378.99万 |
| Aprio Wealth Management, LLC | 加仓 | $3,307.62万 |
| Matrix Trust Co | 加仓 | $2,747.65万 |
| Encompass More Asset Management | 加仓 | $2,732.36万 |
| LPL Financial LLC | 加仓 | $2,519.68万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $2,477.69万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $2,375.28万 |
| BIP Wealth, LLC | 加仓 | $2,124.64万 |
| BANK OF NOVA SCOTIA | 新建仓 | $1,949.84万 |
| Haven Private, LLC | 加仓 | $1,541.67万 |
| CITIZENS FINANCIAL GROUP INC/RI | 加仓 | $1,499.97万 |
| Carmel Capital Partners, LLC | 加仓 | $1,499.30万 |
| UBS Group AG | 加仓 | $1,376.37万 |
| Mosley Wealth Management | 加仓 | $1,185.94万 |
| Warner Group LLC | 加仓 | $1,153.69万 |
2026Q2 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$7,417.77万 |
| Global View Capital Management LLC | 减仓 | -$4,652.21万 |
| Lido Advisors, LLC | 减仓 | -$4,442.15万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$4,433.56万 |
| Independent Advisor Alliance | 清仓 | -$3,875.30万 |
| Private Advisor Group, LLC | 减仓 | -$3,771.41万 |
| Kestra Advisory Services, LLC | 减仓 | -$2,591.89万 |
| Exit Wealth Advisors, LLC. | 减仓 | -$2,298.19万 |
| Clear Creek Financial Management, LLC | 减仓 | -$2,203.46万 |
| IHT Wealth Management, LLC | 减仓 | -$2,082.04万 |
| Hamilton Wealth, LLC | 减仓 | -$1,541.93万 |
| Ausdal Financial Partners, Inc. | 减仓 | -$1,471.19万 |
| MORGAN STANLEY | 减仓 | -$1,427.73万 |
| Mariner, LLC | 减仓 | -$1,353.41万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$1,300.52万 |
| WCG Wealth Advisors LLC | 减仓 | -$1,272.93万 |
| Wealthspire Advisors, LLC | 减仓 | -$1,152.94万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,083.58万 |
| Ascentis Independent Advisors | 清仓 | -$1,080.96万 |
| Vantage Point Financial LLC | 减仓 | -$980.94万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 17,156,947 | $8.64亿 | 0.05% | -283,561 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 14,460,849 | $7.28亿 | 0.05% | -1,473,242 | 减仓 |
| LPL Financial LLC | 13,259,499 | $6.68亿 | 0.15% | 500,433 | 加仓 |
| Summit Trail Advisors, LLC | 11,284,922 | $5.68亿 | 7.15% | 1,357,359 | 加仓 |
| NewEdge Wealth, LLC | 11,099,477 | $5.59亿 | 5.59% | 3,467,101 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 6,825,052 | $3.44亿 | 0.09% | -215,209 | 减仓 |
| BIP Wealth, LLC | 5,521,691 | $2.78亿 | 7.89% | 421,975 | 加仓 |
| UBS Group AG | 5,364,589 | $2.70亿 | 0.03% | 273,361 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 4,373,842 | $2.20亿 | 0.34% | -880,549 | 减仓 |
| AMERIPRISE FINANCIAL INC | 4,316,500 | $2.19亿 | 0.04% | 489,060 | 加仓 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4,263,153 | $2.15亿 | 14.36% | 3,024,606 | 加仓 |
| WELLS FARGO & COMPANY/MN | 3,979,574 | $2.00亿 | 0.03% | 40,307 | 加仓 |
| ROYAL BANK OF CANADA | 2,921,694 | $1.47亿 | 0.02% | 106,616 | 加仓 |
| HighTower Advisors, LLC | 2,474,634 | $1.25亿 | 0.12% | 134,343 | 加仓 |
| Serenus Wealth Advisors, LLC | 2,424,914 | $1.22亿 | 11.60% | 6,652 | 加仓 |
| Howard Capital Management, LLC | 2,083,671 | $1.05亿 | 1.24% | 24,331 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 1,869,742 | $9,414.20万 | 0.11% | 980,270 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 1,868,364 | $9,407.21万 | 1.15% | 1,000,126 | 加仓 |
| Cetera Investment Advisers | 1,788,259 | $9,003.89万 | 0.08% | 79,436 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,755,340 | $8,838.30万 | 0.10% | 46,416 | 加仓 |
| Morton Capital Management LLC/CA | 1,740,568 | $8,763.76万 | 11.98% | 62,702 | 加仓 |
| Rockefeller Capital Management L.P. | 1,579,027 | $7,950.40万 | 0.12% | 51,893 | 加仓 |
| Private Advisor Group, LLC | 1,567,010 | $7,889.90万 | 0.36% | -749,039 | 减仓 |
| Kestra Advisory Services, LLC | 1,495,048 | $7,527.57万 | 0.24% | -514,775 | 减仓 |
| Encompass More Asset Management | 1,473,313 | $7,418.13万 | 10.79% | 542,673 | 加仓 |
| Cardinal Point Capital Management ULC | 1,436,227 | $7,231.41万 | 4.10% | -38,211 | 减仓 |
| IHT Wealth Management, LLC | 1,368,150 | $6,888.64万 | 1.47% | -413,514 | 减仓 |
| DAVENPORT & Co LLC | 1,307,935 | $6,585.45万 | 0.32% | 41,944 | 加仓 |
| Bank of New York Mellon Corp | 1,304,803 | $6,569.68万 | 0.01% | 133,773 | 加仓 |
| STIFEL FINANCIAL CORP | 1,235,653 | $6,221.53万 | 0.05% | 128,263 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,157,916 | $5,830.11万 | 0.01% | -104,049 | 减仓 |
| FOURPATH CAPITAL MANAGEMENT, LLC | 1,133,549 | $5,707.42万 | 7.51% | -31,151 | 减仓 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 1,090,104 | $5,488.67万 | 39.32% | -182,437 | 减仓 |
| Steward Partners Investment Advisory, LLC | 1,059,710 | $5,335.64万 | 0.27% | 98,270 | 加仓 |
| JPMORGAN CHASE & CO | 962,273 | $4,844.09万 | 0.00% | 186,032 | 加仓 |
| Stenger Family Office, LLC | 950,591 | $4,786.23万 | 7.67% | -58,531 | 减仓 |
| McGuire Investment Group, LLC | 947,852 | $4,772.43万 | 4.18% | 52,773 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 933,611 | $4,700.73万 | 0.06% | 3,322 | 加仓 |
| Lunt Capital Management, Inc. | 923,539 | $4,650.02万 | 17.06% | 71,640 | 加仓 |
| Carmel Capital Partners, LLC | 874,714 | $4,404.19万 | 14.52% | 297,776 | 加仓 |
| Mraz, Amerine & Associates, Inc. | 859,642 | $4,328.30万 | 6.21% | 37,174 | 加仓 |
| BLAIR WILLIAM & CO/IL | 848,836 | $4,273.89万 | 0.11% | -12,306 | 减仓 |
| NewEdge Advisors, LLC | 838,877 | $4,223.75万 | 0.13% | -83,476 | 减仓 |
| Ausdal Financial Partners, Inc. | 828,455 | $4,171.27万 | 1.63% | -292,193 | 减仓 |
| Disciplina Capital Management LLC | 817,373 | $4,115.47万 | 4.25% | 151,576 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 800,627 | $4,031.16万 | 0.44% | -10,274 | 减仓 |
| Vertex Planning Partners, LLC | 774,263 | $3,898.41万 | 5.79% | -119,832 | 减仓 |
| Global Retirement Partners, LLC | 761,225 | $3,832.77万 | 0.59% | — | — |
| AlphaCore Capital LLC | 744,182 | $3,746.96万 | 0.69% | -19,928 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 734,712 | $3,699.28万 | 0.02% | 212,190 | 加仓 |
内部人交易（Form 4）
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