DLS — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DLS)? 10 institutions reported holding $5.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($1.1M), Apella Capital, LLC ($1.1M), Stonebridge Wealth Management, LLC ($927,789).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.1M | 13,185 | Trimmed |
| 2 | Apella Capital, LLC | $1.1M | 12,668 | Added |
| 3 | Stonebridge Wealth Management, LLC | $927,789 | 10,641 | Hold |
| 4 | Farther Finance Advisors, LLC | $893,007 | 10,242 | Added |
| 5 | Williams & Novak, LLC | $466,728 | 5,353 | Hold |
| 6 | Hardin Capital Partners, LLC | $449,831 | 5,159 | Hold |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $422,871 | 4,850 | Trimmed |
| 8 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $298,123 | 3,419 | Added |
| 9 | GAMMA Investing LLC | $40,107 | 460 | Hold |
| 10 | Planning Strategies Inc. | $610 | 7 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30