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 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $714.59万 |
| Pinnacle Financial Partners, Inc. | 新建仓 | $662.70万 |
| MORGAN STANLEY | 加仓 | $591.04万 |
| EP Wealth Advisors, LLC | 新建仓 | $402.93万 |
| JPMORGAN CHASE & CO | 加仓 | $203.19万 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 加仓 | $202.10万 |
| Granite Bay Wealth Management, LLC | 加仓 | $183.15万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $182.08万 |
| CENTRAL TRUST Co | 加仓 | $163.97万 |
| Solutions 4 Wealth, Ltd | 加仓 | $142.72万 |
| Cetera Investment Advisers | 加仓 | $110.18万 |
| CARY STREET PARTNERS FINANCIAL LLC | 加仓 | $95.60万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $90.84万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $85.30万 |
| Kestra Advisory Services, LLC | 加仓 | $56.56万 |
| Compass Financial Services Inc | 加仓 | $53.15万 |
| RESOLUTE CAPITAL, LLC | 加仓 | $49.90万 |
| Arax Advisory Partners | 新建仓 | $45.83万 |
| LANARK FINANCIAL, INC. | 加仓 | $40.54万 |
| Ameritas Advisory Services, LLC | 新建仓 | $32.19万 |
2026Q2 卖出最多
| Alpine Bank Wealth Management | 减仓 | -$426.10万 |
| TRUST POINT INC. | 减仓 | -$85.23万 |
| JANE STREET GROUP, LLC | 减仓 | -$76.01万 |
| MILESTONE ASSET MANAGEMENT, LLC | 清仓 | -$56.08万 |
| Western Wealth Management, LLC | 清仓 | -$50.48万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$45.26万 |
| Atlantic Private Wealth, LLC | 清仓 | -$28.06万 |
| HB Wealth Management, LLC | 清仓 | -$26.36万 |
| Tidemark, LLC | 减仓 | -$25.09万 |
| NewEdge Advisors, LLC | 减仓 | -$21.45万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 减仓 | -$20.74万 |
| WCG Wealth Advisors LLC | 减仓 | -$19.13万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 清仓 | -$18.22万 |
| Diversify Advisory Services, LLC | 重新持有 | -$15.43万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$13.87万 |
| WealthPlan Investment Management, LLC | 减仓 | -$8.04万 |
| Maridea Wealth Management LLC | 减仓 | -$4.62万 |
| FIFTH THIRD BANCORP | 减仓 | -$3.36万 |
| TD PRIVATE CLIENT WEALTH LLC | 清仓 | -$2.05万 |
| REAP Financial Group, LLC | 减仓 | -$2.00万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,883,263 | $6,175.22万 | 0.01% | 217,930 | 加仓 |
| Granite Bay Wealth Management, LLC | 1,259,604 | $4,130.20万 | 3.80% | 55,855 | 加仓 |
| MORGAN STANLEY | 853,355 | $2,798.15万 | 0.00% | 180,251 | 加仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 356,743 | $1,169.76万 | 0.25% | 29,156 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 298,239 | $977.92万 | 0.00% | 55,529 | 加仓 |
| CASTLE WEALTH MANAGEMENT LLC | 284,265 | $932.11万 | 2.76% | 8,657 | 加仓 |
| WealthPlan Investment Management, LLC | 242,352 | $794.67万 | 0.39% | -2,453 | 减仓 |
| Solutions 4 Wealth, Ltd | 240,518 | $788.66万 | 10.18% | 43,526 | 加仓 |
| Cetera Investment Advisers | 221,580 | $726.56万 | 0.01% | 33,601 | 加仓 |
| Pinnacle Financial Partners, Inc. | 202,105 | $662.70万 | 0.05% | 202,105 | 新建仓 |
| Compass Financial Services Inc | 175,132 | $574.26万 | 2.15% | 16,209 | 加仓 |
| CENTRAL TRUST Co | 174,550 | $572.35万 | 0.10% | 50,006 | 加仓 |
| Kestra Advisory Services, LLC | 157,334 | $515.90万 | 0.02% | 17,250 | 加仓 |
| Private Capital Management, LLC | 123,547 | $405.11万 | 0.36% | 8,831 | 加仓 |
| EP Wealth Advisors, LLC | 122,881 | $402.93万 | 0.02% | 122,881 | 新建仓 |
| US BANCORP \DE\ | 116,111 | $380.73万 | 0.00% | 0 | 不变 |
| JPMORGAN CHASE & CO | 96,737 | $315.36万 | 0.00% | 62,329 | 加仓 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 95,620 | $313.54万 | 0.63% | 61,636 | 加仓 |
| TRUST POINT INC. | 85,822 | $281.41万 | 0.24% | -25,994 | 减仓 |
| UBS Group AG | 74,645 | $244.76万 | 0.00% | 344 | 加仓 |
| RESOLUTE CAPITAL, LLC | 64,023 | $209.93万 | 0.72% | 15,219 | 加仓 |
| Avestar Capital, LLC | 63,764 | $209.08万 | 0.12% | 4,960 | 加仓 |
| LANARK FINANCIAL, INC. | 63,321 | $207.63万 | 0.14% | 12,364 | 加仓 |
| OSAIC HOLDINGS, INC. | 57,526 | $188.67万 | 0.00% | 6,118 | 加仓 |
| PFG Investments, LLC | 55,442 | $181.79万 | 0.07% | -150 | 减仓 |
| ROYAL BANK OF CANADA | 53,911 | $176.70万 | 0.00% | 6,738 | 加仓 |
| Visionary Wealth Advisors | 47,191 | $154.74万 | 0.06% | 6,631 | 加仓 |
| Tidemark, LLC | 46,978 | $154.04万 | 0.35% | -7,653 | 减仓 |
| Sanctuary Advisors, LLC | 44,481 | $145.85万 | 0.01% | 694 | 加仓 |
| NewEdge Advisors, LLC | 40,600 | $133.13万 | 0.00% | -6,541 | 减仓 |
| Arkadios Wealth Advisors | 39,632 | $129.95万 | 0.02% | 3,502 | 加仓 |
| Creative Planning | 38,434 | $126.03万 | 0.00% | 4,059 | 加仓 |
| Cresset Asset Management, LLC | 36,261 | $118.90万 | 0.00% | 3,650 | 加仓 |
| Alpine Bank Wealth Management | 35,376 | $116.00万 | 0.15% | -129,947 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,752 | $113.95万 | 0.00% | 26,015 | 重新持有 |
| ENVESTNET ASSET MANAGEMENT INC | 33,982 | $111.43万 | 0.00% | -13,804 | 减仓 |
| Prosperity Financial Group, Inc. | 30,472 | $99.92万 | 0.31% | 421 | 加仓 |
| OLD MISSION CAPITAL LLC | 27,705 | $90.84万 | 0.01% | 27,705 | 新建仓 |
| JANE STREET GROUP, LLC | 26,906 | $88.22万 | 0.00% | -23,180 | 减仓 |
| WealthPLAN Partners, LLC | 24,544 | $80.48万 | 0.15% | 6,678 | 加仓 |
| Private Advisor Group, LLC | 24,521 | $80.41万 | 0.00% | 2,373 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 22,377 | $73.37万 | 0.01% | 744 | 加仓 |
| Kovack Advisors, Inc. | 19,669 | $64.57万 | 0.03% | -427 | 减仓 |
| Diversify Advisory Services, LLC | 19,536 | $64.17万 | 0.01% | -4,698 | 重新持有 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 19,536 | $64.17万 | 0.01% | -6,315 | 减仓 |
| MML INVESTORS SERVICES, LLC | 19,499 | $63.94万 | 0.00% | -4,229 | 减仓 |
| Avory & Company, LLC | 15,267 | $50.06万 | 0.63% | 100 | 加仓 |
| Maridea Wealth Management LLC | 14,094 | $46.21万 | 0.05% | -1,410 | 减仓 |
| Arax Advisory Partners | 13,977 | $45.83万 | 0.00% | 13,977 | 新建仓 |
| Advyzon Investment Management, LLC | 12,830 | $42.07万 | 0.03% | 2,163 | 加仓 |
内部人交易（Form 4）
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