WDI WESTERN ASSET DIVERSIFIED IN
COM SHS BEN INT
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 | 66 | 11,444,037 | $1.55亿 | 6 | 33 | 16 | 6 | -$598.99万 |
| 2026Q1 | 66 | 11,838,796 | $1.59亿 | 7 | 31 | 19 | 8 | -$160.28万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $209.18万 |
| LPL Financial LLC | 加仓 | $96.97万 |
| MORGAN STANLEY | 加仓 | $81.85万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $66.67万 |
| STIFEL FINANCIAL CORP | 加仓 | $45.67万 |
| Hennion & Walsh Asset Management, Inc. | 加仓 | $35.09万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $33.14万 |
| Thrivent Financial for Lutherans | 加仓 | $30.91万 |
| SIT INVESTMENT ASSOCIATES INC | 加仓 | $30.71万 |
| ROYAL BANK OF CANADA | 加仓 | $27.08万 |
| CITADEL ADVISORS LLC | 新建仓 | $26.52万 |
| Shaker Financial Services, LLC | 加仓 | $24.53万 |
| FIRST TRUST ADVISORS LP | 加仓 | $24.21万 |
| &PARTNERS | 加仓 | $20.26万 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 新建仓 | $15.93万 |
| Sovran Advisors, LLC | 新建仓 | $14.99万 |
| Cetera Investment Advisers | 加仓 | $12.10万 |
| FIFTH THIRD BANCORP | 新建仓 | $11.08万 |
| CoreCap Advisors, LLC | 新建仓 | $10.75万 |
| Sanctuary Advisors, LLC | 加仓 | $10.75万 |
2026Q1 卖出最多
| READYSTATE ASSET MANAGEMENT LP | 减仓 | -$221.30万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$187.72万 |
| Advisors Asset Management, Inc. | 减仓 | -$146.44万 |
| Balyasny Asset Management L.P. | 清仓 | -$122.65万 |
| Penserra Capital Management LLC | 减仓 | -$74.67万 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 清仓 | -$74.36万 |
| Integrated Wealth Concepts LLC | 清仓 | -$69.87万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$41.02万 |
| Invesco Ltd. | 减仓 | -$20.29万 |
| COFG Advisors, LLC | 减仓 | -$12.79万 |
| Advisory Services Network, LLC | 重新持有 | -$6.72万 |
| SIGNATUREFD, LLC | 清仓 | -$6.71万 |
| UBS Group AG | 减仓 | -$6.37万 |
| JOURNEY STRATEGIC WEALTH LLC | 减仓 | -$5.38万 |
| Closed-End Fund Advisors, Inc. | 减仓 | -$3.87万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$3.85万 |
| Farther Finance Advisors, LLC | 清仓 | -$2.07万 |
| Pinnacle Wealth Planning Services, Inc. | 减仓 | -$1.72万 |
| AdvisorNet Financial, Inc | 减仓 | -$1.36万 |
| SeaCrest Wealth Management, LLC | 减仓 | -$9,354 |
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 | 4,411,806 | $5,929.47万 | 0.00% | 60,900 | 加仓 |
| Penserra Capital Management LLC | 1,412,956 | $1,899.00万 | 0.22% | -55,560 | 减仓 |
| WELLS FARGO & COMPANY/MN | 964,082 | $1,295.73万 | 0.00% | 49,606 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 686,930 | $923.23万 | 0.00% | 155,641 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 473,962 | $637.00万 | 0.21% | 26,111 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 427,372 | $574.39万 | 0.00% | -2,868 | 减仓 |
| COHEN & STEERS, INC. | 272,993 | $366.90万 | 0.01% | 0 | 不变 |
| STIFEL FINANCIAL CORP | 249,563 | $335.42万 | 0.00% | 33,981 | 加仓 |
| LPL Financial LLC | 245,742 | $330.28万 | 0.00% | 72,151 | 加仓 |
| ROYAL BANK OF CANADA | 243,125 | $326.80万 | 0.00% | 20,145 | 加仓 |
| &PARTNERS | 239,895 | $322.42万 | 0.02% | 15,078 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 219,457 | $294.95万 | 0.02% | 24,655 | 加仓 |
| SIT INVESTMENT ASSOCIATES INC | 214,483 | $288.30万 | 0.06% | 22,846 | 加仓 |
| FIRST TRUST ADVISORS LP | 181,772 | $244.30万 | 0.00% | 18,017 | 加仓 |
| Advisors Asset Management, Inc. | 180,091 | $242.04万 | 0.04% | -108,960 | 减仓 |
| JPMORGAN CHASE & CO | 181,220 | $236.67万 | 0.00% | 4,861 | 加仓 |
| Shaker Financial Services, LLC | 151,466 | $203.57万 | 0.71% | 18,254 | 加仓 |
| Invesco Ltd. | 107,821 | $144.91万 | 0.00% | -15,096 | 减仓 |
| Rockefeller Capital Management L.P. | 82,102 | $110.35万 | 0.00% | 0 | 不变 |
| Thrivent Financial for Lutherans | 73,220 | $98.40万 | 0.00% | 23,000 | 加仓 |
| OPPENHEIMER & CO INC | 59,622 | $80.13万 | 0.01% | 227 | 加仓 |
| Cetera Investment Advisers | 52,380 | $70.40万 | 0.00% | 9,006 | 加仓 |
| Bramshill Investments, LLC | 46,888 | $63.02万 | 0.05% | -297 | 减仓 |
| READYSTATE ASSET MANAGEMENT LP | 45,820 | $61.58万 | 0.03% | -164,659 | 减仓 |
| Baird Financial Group, Inc. | 45,785 | $61.53万 | 0.00% | 2,051 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 37,769 | $50.76万 | 0.03% | -368 | 减仓 |
| UBS Group AG | 37,678 | $50.64万 | 0.00% | -4,738 | 减仓 |
| NewEdge Advisors, LLC | 37,160 | $49.94万 | 0.00% | 1,655 | 加仓 |
| Steward Partners Investment Advisory, LLC | 32,670 | $43.91万 | 0.00% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 29,195 | $39.24万 | 0.00% | 4,409 | 加仓 |
| Sanctuary Advisors, LLC | 27,000 | $36.29万 | 0.00% | 8,000 | 加仓 |
| Closed-End Fund Advisors, Inc. | 24,465 | $32.88万 | 0.33% | -2,883 | 减仓 |
| JOURNEY STRATEGIC WEALTH LLC | 24,000 | $32.26万 | 0.01% | -4,000 | 减仓 |
| Concurrent Investment Advisors, LLC | 22,777 | $30.61万 | 0.00% | 872 | 加仓 |
| WEDBUSH SECURITIES INC | 22,609 | $30.40万 | 0.01% | -500 | 减仓 |
| COFG Advisors, LLC | 21,748 | $29.23万 | 0.07% | -9,516 | 减仓 |
| Centurion Wealth Management LLC | 21,551 | $28.96万 | 0.07% | 2 | 加仓 |
| CITADEL ADVISORS LLC | 19,729 | $26.52万 | 0.00% | 19,729 | 新建仓 |
| OSAIC HOLDINGS, INC. | 17,516 | $23.54万 | 0.00% | -500 | 减仓 |
| SeaCrest Wealth Management, LLC | 15,587 | $20.95万 | 0.02% | -696 | 减仓 |
| Private Advisor Group, LLC | 15,471 | $20.79万 | 0.00% | 493 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,547 | $19.55万 | 0.00% | -231 | 减仓 |
| BlackRock, Inc. | 14,543 | $19.55万 | 0.00% | 127 | 加仓 |
| Mariner, LLC | 14,335 | $18.89万 | 0.00% | 872 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 13,316 | $17.90万 | 0.00% | 650 | 加仓 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11,855 | $15.93万 | 0.01% | 11,855 | 新建仓 |
| Sovran Advisors, LLC | 10,715 | $14.99万 | 0.01% | 10,715 | 新建仓 |
| Merit Financial Group, LLC | 10,748 | $14.45万 | 0.00% | 241 | 加仓 |
| TRUIST FINANCIAL CORP | 10,291 | $13.83万 | 0.00% | 23 | 加仓 |
| Lido Advisors, LLC | 10,000 | $13.44万 | 0.00% | -125 | 减仓 |
内部人交易（Form 4）
WDI 董事、高管和大股东的最新买卖申报。专业版可看 🔒