DES — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DES)? 15 institutions reported holding $21.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lee-Kelleher Wealth Management ($6.3M), Stonebridge Wealth Management, LLC ($5.5M), Dickmeyer Boyce Financial Management, Inc. ($3.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lee-Kelleher Wealth Management | $6.3M | 167,110 | Added |
| 2 | Stonebridge Wealth Management, LLC | $5.5M | 146,092 | Trimmed |
| 3 | Dickmeyer Boyce Financial Management, Inc. | $3.0M | 78,200 | Added |
| 4 | Farther Finance Advisors, LLC | $2.0M | 53,896 | Added |
| 5 | INSPIRION WEALTH ADVISORS, LLC | $1.4M | 36,599 | Trimmed |
| 6 | Apella Capital, LLC | $992,596 | 25,957 | Trimmed |
| 7 | Investment Partners Asset Management, Inc. | $758,455 | 20,012 | Added |
| 8 | Montecito Bank & Trust | $408,145 | 10,769 | Trimmed |
| 9 | CX Institutional | $201,000 | 5,316 | Added |
| 10 | Wealth Enhancement Trust Services, Inc. | $185,862 | 4,904 | Trimmed |
| 11 | Versant Capital Management, Inc | $167,973 | 4,432 | Hold |
| 12 | CoreCap Advisors, LLC | $100,700 | 2,657 | Added |
| 13 | Bank of New Hampshire | $10,991 | 290 | Hold |
| 14 | Rosenberg Matthew Hamilton | $1,213 | 32 | Hold |
| 15 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30