DES — Wisdomtree Tr 机构持仓 · 2026年Q3
谁持有 Wisdomtree Tr（DES）？2026年Q3（报告期截至 2026-09-30）共有 15 家机构在 SEC 13F 申报中报告持有，合计 2,109.09 万美元。前几大持有机构：Lee-Kelleher Wealth Management（630.00 万美元）、Stonebridge Wealth Management, LLC（550.00 万美元）、Dickmeyer Boyce Financial Management, Inc.（300.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Lee-Kelleher Wealth Management | $6.3M | 167,110 | 增持 |
| 2 | Stonebridge Wealth Management, LLC | $5.5M | 146,092 | 减持 |
| 3 | Dickmeyer Boyce Financial Management, Inc. | $3.0M | 78,200 | 增持 |
| 4 | Farther Finance Advisors, LLC | $2.0M | 53,896 | 增持 |
| 5 | INSPIRION WEALTH ADVISORS, LLC | $1.4M | 36,599 | 减持 |
| 6 | Apella Capital, LLC | $992,596 | 25,957 | 减持 |
| 7 | Investment Partners Asset Management, Inc. | $758,455 | 20,012 | 增持 |
| 8 | Montecito Bank & Trust | $408,145 | 10,769 | 减持 |
| 9 | CX Institutional | $201,000 | 5,316 | 增持 |
| 10 | Wealth Enhancement Trust Services, Inc. | $185,862 | 4,904 | 减持 |
| 11 | Versant Capital Management, Inc | $167,973 | 4,432 | 持平 |
| 12 | CoreCap Advisors, LLC | $100,700 | 2,657 | 增持 |
| 13 | Bank of New Hampshire | $10,991 | 290 | 持平 |
| 14 | Rosenberg Matthew Hamilton | $1,213 | 32 | 持平 |
| 15 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30