13F 机构持仓

WTMF WISDOMTREE TR

FUTRE STRAT FD

持有机构数852026Q2
26Q126Q2
机构合计持股(股)4,681,4872026Q2
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
2026Q2854,681,487$1.91亿 632267$1,605.22万
2026Q1834,294,740$1.70亿 1333245$381.93万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Tidemark, LLC加仓$622.38万
WELLS FARGO & COMPANY/MN加仓$109.38万
LPL Financial LLC加仓$103.00万
KINGSWOOD WEALTH ADVISORS, LLC加仓$87.75万
Financial Enhancement Group LLC新建仓$86.37万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC新建仓$72.05万
EARNED WEALTH ADVISORS, LLC加仓$44.50万
Clarity Asset Management, Inc.新建仓$38.35万
Cambridge Investment Research Advisors, Inc.加仓$37.50万
Beacon Pointe Advisors, LLC新建仓$36.44万
Gateway Wealth Partners, LLC新建仓$29.29万
ENVESTNET ASSET MANAGEMENT INC加仓$29.10万
Cetera Investment Advisers加仓$25.39万
MGO ONE SEVEN LLC新建仓$22.20万
FIFTH THIRD BANCORP新建仓$22.01万
ROCKLAND TRUST CO新建仓$20.51万
OSAIC HOLDINGS, INC.加仓$16.91万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有$15.74万
Columbus Macro, LLC加仓$13.07万
HARBOUR INVESTMENTS, INC.加仓$12.60万

2026Q1 卖出最多

OneDigital Investment Advisors LLC减仓-$567.48万
Arkadios Wealth Advisors减仓-$180.80万
RAYMOND JAMES FINANCIAL INC减仓-$99.51万
MORGAN STANLEY减仓-$89.02万
JANE STREET GROUP, LLC清仓-$52.91万
Entelevest, LLC清仓-$37.25万
Washington Trust Bank减仓-$22.86万
Cambria Investment Management, L.P.清仓-$22.36万
Austin Wealth Management, LLC减仓-$16.36万
Discipline Wealth Solutions, LLC减仓-$14.53万
Avestar Capital, LLC减仓-$9.92万
Glass Jacobson Investment Advisors llc减仓-$6.45万
REAP Financial Group, LLC减仓-$6.40万
AE Wealth Management LLC减仓-$4.64万
&PARTNERS减仓-$4.25万
Golden State Wealth Management, LLC减仓-$4.16万
Bison Wealth, LLC减仓-$2.87万
CoreCap Advisors, LLC减仓-$2.68万
Centric Wealth Management减仓-$2.06万
Endowment Wealth Management, Inc.减仓-$1.45万

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 STANLEY1,108,158$4,397.82万0.00%-22,432减仓
LPL Financial LLC476,311$1,890.28万0.01%25,954加仓
Tidemark, LLC407,816$1,618.45万4.11%156,826加仓
OneDigital Investment Advisors LLC319,248$1,266.96万0.12%-142,993减仓
Stewardship Advisors, LLC282,078$1,119.45万2.57%2,416加仓
EARNED WEALTH ADVISORS, LLC272,900$1,083.03万0.72%11,212加仓
Cetera Investment Advisers269,132$1,068.07万0.01%6,399加仓
Avestar Capital, LLC126,704$502.83万0.32%-2,499减仓
WELLS FARGO & COMPANY/MN67,706$268.70万0.00%27,562加仓
ENVESTNET ASSET MANAGEMENT INC66,925$265.60万0.00%7,332加仓
Vestmark Advisory Solutions, Inc.50,399$200.01万0.02%2,819加仓
KINGSWOOD WEALTH ADVISORS, LLC48,034$190.63万0.09%22,112加仓
OSAIC HOLDINGS, INC.40,394$160.33万0.00%4,260加仓
Ethos Financial Group, LLC39,689$152.05万0.11%-25减仓
RAYMOND JAMES FINANCIAL INC37,898$150.40万0.00%-25,075减仓
Columbus Macro, LLC37,210$147.67万0.16%3,294加仓
Efficient Advisors, LLC35,208$139.73万0.10%388加仓
Asset Allocation Strategies LLC31,486$124.95万0.22%645加仓
Cambridge Investment Research Advisors, Inc.30,901$122.60万0.00%9,452加仓
Comprehensive Wealth Management, LLC29,664$117.72万0.60%2,904加仓
Private Advisor Group, LLC24,100$95.64万0.00%380加仓
Global Wealth Management Investment Advisory, Inc.23,120$91.75万0.14%508加仓
Financial Enhancement Group LLC21,426$86.37万0.10%21,426新建仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,311$80.61万0.00%3,966重新持有
Empirical Asset Management, LLC18,593$73.79万0.19%858加仓
Advisor Resource Council18,516$73.48万0.24%3,040加仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,155$72.05万0.00%18,155新建仓
HARBOUR INVESTMENTS, INC.18,104$71.85万0.01%3,175加仓
JPMORGAN CHASE & CO18,175$71.47万0.00%478加仓
Sequent Planning LLC17,707$70.27万0.17%335加仓
Endowment Wealth Management, Inc.17,099$67.86万0.30%-366减仓
STIFEL FINANCIAL CORP16,534$65.62万0.00%355加仓
Axis Wealth Partners, LLC16,345$64.87万0.34%859加仓
Cooper Financial Group16,035$63.63万0.06%-238减仓
CSS LLC/IL15,150$60.12万0.03%0不变
VestGen Advisors, LLC13,844$57.14万0.01%263加仓
Arkadios Wealth Advisors14,361$56.99万0.01%-45,559减仓
PAX Financial Group, LLC14,225$56.45万0.10%56加仓
Bison Wealth, LLC11,580$47.80万0.05%-696减仓
Austin Wealth Management, LLC10,503$42.16万0.10%-4,075减仓
&PARTNERS10,264$40.73万0.00%-1,072减仓
REAP Financial Group, LLC9,720$38.57万0.08%-1,612减仓
Clarity Asset Management, Inc.9,663$38.35万0.19%9,663新建仓
Sowell Financial Services LLC9,570$37.98万0.01%1,789加仓
Alteri Wealth LLC9,481$37.63万0.12%0不变
Centric Wealth Management9,048$36.93万0.07%-505减仓
Beacon Pointe Advisors, LLC9,183$36.44万0.00%9,183新建仓
HOWARD BAILEY SECURITIES, LLC9,051$35.92万0.15%-159减仓
Discipline Wealth Solutions, LLC8,252$32.75万0.03%-3,662减仓
INVENIO WEALTH PARTNERS LLC7,621$30.24万0.12%0不变

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