13F 机构持仓

USMF WISDOMTREE TR

US MULTIFACTOR

持有机构数732026Q2
26Q126Q2
机构合计持股(股)3,862,1202026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2733,862,120$2.09亿 320396-$8,872.60万
2026Q1745,523,107$2.73亿 523375-$2,235.58万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC新建仓$1,768.35万
GREAT VALLEY ADVISOR GROUP, INC.加仓$234.05万
Integrated Wealth Concepts LLC新建仓$175.57万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$98.31万
Bluespring Wealth Management, LLC加仓$63.33万
GOLDMAN SACHS GROUP INC新建仓$61.30万
HighTower Advisors, LLC加仓$56.27万
MORGAN STANLEY加仓$54.61万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$42.89万
CITADEL ADVISORS LLC重新持有$40.68万
Kestra Advisory Services, LLC加仓$28.47万
FLOW TRADERS U.S. LLC新建仓$27.80万
Summit Financial, LLC加仓$19.84万
BIP Wealth, LLC加仓$13.63万
JPMORGAN CHASE & CO加仓$8.53万
JANE STREET GROUP, LLC加仓$7.74万
WealthPoint Financial, LLC加仓$7.19万
&PARTNERS加仓$6.21万
ROYAL BANK OF CANADA加仓$5.33万
IHT Wealth Management, LLC加仓$3.37万

2026Q1 卖出最多

RAYMOND JAMES FINANCIAL INC减仓-$1,344.07万
COLUMBIA ADVISORY PARTNERS LLC减仓-$578.31万
Lido Advisors, LLC减仓-$444.15万
Archer Investment Management, LLC减仓-$370.14万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$294.05万
Financial Enhancement Group LLC减仓-$252.99万
Team Financial Group, LLC减仓-$246.10万
WELLS FARGO & COMPANY/MN减仓-$232.97万
Keating Financial Advisory Services, Inc.减仓-$195.61万
LPL Financial LLC减仓-$193.58万
TWO SIGMA INVESTMENTS, LP减仓-$146.16万
Concurrent Investment Advisors, LLC减仓-$137.67万
CWM, LLC减仓-$76.48万
United Advisor Group, LLC减仓-$58.96万
Private Advisor Group, LLC减仓-$52.14万
OSAIC HOLDINGS, INC.减仓-$42.31万
NewEdge Advisors, LLC减仓-$42.27万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$38.15万
Merit Financial Group, LLC减仓-$29.72万
Soltis Investment Advisors LLC清仓-$22.84万

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
HighTower Advisors, LLC1,363,131$6,731.15万0.07%11,396加仓
Lido Advisors, LLC673,645$3,326.47万0.10%-89,946减仓
GREAT VALLEY ADVISOR GROUP, INC.637,718$3,149.01万0.57%47,399加仓
Bluespring Wealth Management, LLC452,033$2,232.14万1.92%12,825加仓
Team Financial Group, LLC366,309$1,808.84万8.21%-49,838减仓
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC358,110$1,768.35万5.20%358,110新建仓
LPL Financial LLC226,175$1,116.85万0.00%-39,202减仓
WELLS FARGO & COMPANY/MN160,802$794.04万0.00%-47,180减仓
Cetera Investment Advisers103,732$512.23万0.01%-3,911减仓
EVOLVE PRIVATE WEALTH, LLC79,527$392.70万0.21%221加仓
Atria Investments, Inc76,698$378.74万0.04%20加仓
Mariner, LLC72,360$357.31万0.00%64加仓
Merit Financial Group, LLC65,735$324.60万0.02%-6,019减仓
NewEdge Advisors, LLC62,248$307.38万0.01%-8,560减仓
MORGAN STANLEY49,595$244.91万0.00%11,059加仓
RAYMOND JAMES FINANCIAL INC46,613$230.17万0.00%-272,190减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP38,137$188.32万0.00%19,909加仓
Allworth Financial LP37,774$186.53万0.01%-2,312减仓
Private Advisor Group, LLC37,278$184.08万0.01%-10,559减仓
Keating Financial Advisory Services, Inc.36,315$179.32万0.29%-39,614减仓
Integrated Wealth Concepts LLC35,554$175.57万0.01%35,554新建仓
Stratos Wealth Partners, LTD.32,296$159.48万0.02%-501减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30,431$150.27万0.00%-59,549减仓
KESTRA PRIVATE WEALTH SERVICES, LLC29,320$144.78万0.02%-249减仓
JPMORGAN CHASE & CO28,779$139.87万0.00%1,755加仓
WCG Wealth Advisors LLC26,725$131.97万0.04%-662减仓
Archer Investment Management, LLC26,367$130.20万0.55%-74,958减仓
CITADEL ADVISORS LLC23,203$114.58万0.00%8,238重新持有
OSAIC HOLDINGS, INC.21,187$104.62万0.00%-8,568减仓
WealthPoint Financial, LLC20,266$100.07万0.84%1,456加仓
Summit Financial, LLC16,421$81.09万0.01%4,018加仓
CWM, LLC15,658$77.32万0.00%-15,489减仓
AXXCESS WEALTH MANAGEMENT, LLC15,272$75.41万0.02%0不变
United Advisor Group, LLC15,009$74.12万0.09%-11,939减仓
IHT Wealth Management, LLC14,534$71.77万0.02%682加仓
Modern Wealth Management, LLC14,144$70.06万0.01%51加仓
Beacon Financial Advisory LLC14,127$69.76万0.16%-1,080减仓
Cambridge Investment Research Advisors, Inc.13,638$67.30万0.00%-738减仓
Kestra Advisory Services, LLC13,340$65.88万0.00%5,765加仓
GOLDMAN SACHS GROUP INC12,413$61.30万0.00%12,413新建仓
&PARTNERS12,031$59.46万0.00%1,257加仓
ENVESTNET ASSET MANAGEMENT INC11,915$58.84万0.00%-26减仓
COLUMBIA ADVISORY PARTNERS LLC11,234$55.48万0.35%-117,111减仓
TopTier Wealth Management, LLC8,868$43.79万0.27%-212减仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,686$42.89万0.00%8,686新建仓
BIP Wealth, LLC7,937$39.19万0.02%2,761加仓
COMMONWEALTH EQUITY SERVICES, LLC7,917$39.10万0.00%-7,726减仓
Arkadios Wealth Advisors6,963$34.38万0.01%-3,525减仓
Concurrent Investment Advisors, LLC6,785$33.50万0.00%-27,880减仓
CENTAURUS FINANCIAL, INC.6,568$32.40万0.02%11加仓

内部人交易(Form 4)

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