DLN — Wisdomtree Tr Institutional Holders · Q3 2026

Name: Who Owns DLN? 30 Institutions Hold $75.3M (Q3 2026)
Creator: ko.io

Who owns Wisdomtree Tr (DLN)? 30 institutions reported holding $75.29M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lee-Kelleher Wealth Management ($38.0M), CX Institutional ($10.9M), Graves Light Lenhart Wealth, Inc. ($5.7M).

Rank	Institution	Value	Shares	Change
1	Lee-Kelleher Wealth Management	$38.0M	391,195	Added
2	CX Institutional	$10.9M	111,877	Added
3	Graves Light Lenhart Wealth, Inc.	$5.7M	58,944	Trimmed
4	Dickmeyer Boyce Financial Management, Inc.	$3.5M	36,183	Added
5	CoreCap Advisors, LLC	$2.8M	29,009	Added
6	INSPIRION WEALTH ADVISORS, LLC	$2.0M	20,356	Added
7	Wedmont Private Capital	$1.9M	19,616	Hold
8	Valeo Financial Advisors, LLC	$1.6M	16,544	Hold
9	Farther Finance Advisors, LLC	$1.5M	15,740	Trimmed
10	Harpswell Capital Advisors, LLC	$1.1M	11,111	Added
11	Kaydan Wealth Management, Inc.	$845,057	8,694	Added
12	Capital Advisors Wealth Management, LLC	$825,565	8,493	Trimmed
13	BENEDICT FINANCIAL ADVISORS INC	$698,633	7,188	Added
14	Post Resch Tallon Group Inc.	$688,662	7,085	Hold
15	Stonebridge Financial Group, LLC	$642,298	6,608	Hold
16	Avidian Wealth Enterprises, LLC	$627,173	6,452	Added
17	ROCKLAND TRUST CO	$386,856	3,980	Hold
18	Weaver Consulting Group	$240,473	2,474	Hold
19	Bill Few Associates, Inc.	$212,868	2,190	Hold
20	LifeGoal Investments, LLC	$204,509	2,104	New
21	Versant Capital Management, Inc	$150,588	1,549	Hold
22	GAMMA Investing LLC	$150,077	1,544	Hold
23	Noble Wealth Management PBC	$113,432	1,167	Trimmed
24	VALLEY WEALTH MANAGERS, INC.	$81,259	836	New
25	Bank of New Hampshire	$78,732	810	Hold

Source: SEC Form 13F filings · as of 2026-09-30