WTPI WISDOMTREE TR
EQUITY PREMIUM
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 | 85 | 8,246,983 | $2.70亿 | 6 | 42 | 20 | 11 | $3,396.70万 |
| 2026Q1 | 89 | 7,360,351 | $2.35亿 | 17 | 41 | 10 | 12 | $7,292.48万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Granite Bay Wealth Management, LLC | 加仓 | $2,993.95万 |
| LPL Financial LLC | 加仓 | $2,034.81万 |
| Alpine Bank Wealth Management | 新建仓 | $527.55万 |
| WealthPlan Investment Management, LLC | 加仓 | $499.33万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $459.26万 |
| Kestra Advisory Services, LLC | 加仓 | $377.77万 |
| US BANCORP \DE\ | 加仓 | $336.47万 |
| LANARK FINANCIAL, INC. | 新建仓 | $162.60万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $84.66万 |
| CARY STREET PARTNERS FINANCIAL LLC | 加仓 | $78.59万 |
| CWM, LLC | 加仓 | $77.07万 |
| HARBOUR INVESTMENTS, INC. | 新建仓 | $69.03万 |
| Cetera Investment Advisers | 加仓 | $67.30万 |
| MILESTONE ASSET MANAGEMENT, LLC | 新建仓 | $56.08万 |
| MORGAN STANLEY | 加仓 | $52.88万 |
| Western Wealth Management, LLC | 新建仓 | $50.48万 |
| Maridea Wealth Management LLC | 新建仓 | $49.47万 |
| OSAIC HOLDINGS, INC. | 加仓 | $48.63万 |
| Compass Financial Services Inc | 加仓 | $35.37万 |
| Advyzon Investment Management, LLC | 新建仓 | $34.04万 |
2026Q1 卖出最多
| TRUST POINT INC. | 减仓 | -$372.71万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$167.42万 |
| JANE STREET GROUP, LLC | 重新持有 | -$144.94万 |
| TrueMark Investments, LLC | 清仓 | -$114.14万 |
| PARK AVENUE SECURITIES LLC | 清仓 | -$95.10万 |
| CreativeOne Wealth, LLC | 清仓 | -$86.94万 |
| Rockefeller Capital Management L.P. | 清仓 | -$81.12万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$53.49万 |
| Meridian Wealth Management, LLC | 清仓 | -$45.58万 |
| Collaborative Wealth Managment Inc. | 清仓 | -$31.73万 |
| Keating Financial Advisory Services, Inc. | 清仓 | -$21.94万 |
| Cascades Capital Asset Management, LLC | 清仓 | -$13.54万 |
| Avestar Capital, LLC | 减仓 | -$9.93万 |
| TD PRIVATE CLIENT WEALTH LLC | 减仓 | -$8.50万 |
| WCG Wealth Advisors LLC | 减仓 | -$8.34万 |
| Arkadios Wealth Advisors | 减仓 | -$7.89万 |
| Sanctuary Advisors, LLC | 减仓 | -$2.88万 |
| CENTRAL TRUST Co | 减仓 | -$2.36万 |
| White & Co Financial Planning Inc | 减仓 | -$1.27万 |
| REAP Financial Group, LLC | 减仓 | -$9,796 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,665,333 | $5,314.08万 | 0.01% | 637,671 | 加仓 |
| Granite Bay Wealth Management, LLC | 1,203,749 | $3,841.14万 | 8.17% | 938,255 | 加仓 |
| MORGAN STANLEY | 673,104 | $2,147.87万 | 0.00% | 16,573 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 327,587 | $1,045.33万 | 0.26% | 24,629 | 加仓 |
| CASTLE WEALTH MANAGEMENT LLC | 275,608 | $879.47万 | 2.85% | 5,664 | 加仓 |
| WealthPlan Investment Management, LLC | 244,805 | $781.17万 | 0.44% | 156,481 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 242,710 | $774.49万 | 0.00% | 143,924 | 加仓 |
| Solutions 4 Wealth, Ltd | 196,992 | $628.60万 | 9.45% | 10,026 | 加仓 |
| Cetera Investment Advisers | 187,979 | $599.84万 | 0.01% | 21,091 | 加仓 |
| Alpine Bank Wealth Management | 165,323 | $527.55万 | 0.77% | 165,323 | 新建仓 |
| Compass Financial Services Inc | 158,923 | $507.12万 | 2.20% | 11,085 | 加仓 |
| Kestra Advisory Services, LLC | 140,084 | $447.01万 | 0.02% | 118,387 | 加仓 |
| CENTRAL TRUST Co | 124,544 | $397.42万 | 0.08% | -741 | 减仓 |
| US BANCORP \DE\ | 116,111 | $370.51万 | 0.00% | 105,444 | 加仓 |
| Opes Wealth Management LLC | 115,731 | $369.30万 | 0.61% | 2,951 | 加仓 |
| Private Capital Management, LLC | 114,716 | $366.06万 | 0.36% | 10,301 | 加仓 |
| TRUST POINT INC. | 111,816 | $356.81万 | 0.31% | -116,801 | 减仓 |
| UBS Group AG | 74,301 | $237.09万 | 0.00% | 8,233 | 加仓 |
| Avestar Capital, LLC | 58,804 | $187.64万 | 0.12% | -3,112 | 减仓 |
| PFG Investments, LLC | 55,592 | $177.39万 | 0.08% | 1,100 | 加仓 |
| Tidemark, LLC | 54,631 | $174.33万 | 0.44% | 2,269 | 加仓 |
| CWM, LLC | 52,391 | $167.18万 | 0.00% | 24,151 | 加仓 |
| OSAIC HOLDINGS, INC. | 51,408 | $164.09万 | 0.00% | 15,234 | 加仓 |
| LANARK FINANCIAL, INC. | 50,957 | $162.60万 | 0.12% | 50,957 | 新建仓 |
| JANE STREET GROUP, LLC | 50,086 | $159.82万 | 0.00% | -45,423 | 重新持有 |
| RESOLUTE CAPITAL, LLC | 48,804 | $155.73万 | 0.63% | 5,931 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 47,786 | $152.49万 | 0.00% | -52,467 | 减仓 |
| ROYAL BANK OF CANADA | 47,173 | $150.50万 | 0.00% | 565 | 加仓 |
| NewEdge Advisors, LLC | 47,141 | $150.43万 | 0.01% | 5,317 | 加仓 |
| Sanctuary Advisors, LLC | 43,787 | $139.72万 | 0.01% | -903 | 减仓 |
| Visionary Wealth Advisors | 40,560 | $129.43万 | 0.06% | 3,181 | 加仓 |
| Arkadios Wealth Advisors | 36,130 | $115.29万 | 0.02% | -2,474 | 减仓 |
| Creative Planning | 34,375 | $109.69万 | 0.00% | 10,230 | 加仓 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 33,984 | $108.44万 | 0.28% | 4,705 | 加仓 |
| JPMORGAN CHASE & CO | 34,408 | $107.01万 | 0.00% | 10,900 | 加仓 |
| Cresset Asset Management, LLC | 32,611 | $104.06万 | 0.00% | 1,117 | 加仓 |
| Prosperity Financial Group, Inc. | 30,051 | $95.89万 | 0.35% | 5,072 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 25,851 | $84.66万 | 0.01% | 25,851 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 23,728 | $75.72万 | 0.00% | 9,862 | 加仓 |
| Private Advisor Group, LLC | 22,148 | $70.67万 | 0.00% | 746 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 21,633 | $69.03万 | 0.01% | 21,633 | 新建仓 |
| Kovack Advisors, Inc. | 20,096 | $64.13万 | 0.03% | 1,210 | 加仓 |
| WealthPLAN Partners, LLC | 17,866 | $57.01万 | 0.11% | 3,788 | 加仓 |
| WCG Wealth Advisors LLC | 17,846 | $56.95万 | 0.02% | -2,615 | 减仓 |
| MILESTONE ASSET MANAGEMENT, LLC | 17,574 | $56.08万 | 0.10% | 17,574 | 新建仓 |
| Western Wealth Management, LLC | 15,821 | $50.48万 | 0.02% | 15,821 | 新建仓 |
| Maridea Wealth Management LLC | 15,504 | $49.47万 | 0.07% | 15,504 | 新建仓 |
| Avory & Company, LLC | 15,167 | $48.40万 | 0.63% | 0 | 不变 |
| U.S. Capital Wealth Advisors, LLC | 14,132 | $45.10万 | 0.01% | 2,310 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,064 | $38.50万 | 0.00% | 2,308 | 加仓 |
内部人交易（Form 4）
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