DTH — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DTH)? 7 institutions reported holding $13.46M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Wealth Management, LLC ($8.4M), Breakwater Capital Group ($1.7M), Cooper Financial Group ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | $8.4M | 150,012 | Added |
| 2 | Breakwater Capital Group | $1.7M | 30,444 | Added |
| 3 | Cooper Financial Group | $1.7M | 30,334 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.1M | 19,637 | Added |
| 5 | KFA Private Wealth Group, LLC | $351,603 | 6,300 | Hold |
| 6 | ANB BANK | $229,156 | 4,106 | Hold |
| 7 | Noble Wealth Management PBC | $22,324 | 400 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30