DLN — Wisdomtree Tr 机构持仓 · 2026年Q3

Name: 谁持有 DLN？30 家机构、7,529 万美元（2026年Q3）
Creator: ko.io

谁持有 Wisdomtree Tr（DLN）？2026年Q3（报告期截至 2026-09-30）共有 30 家机构在 SEC 13F 申报中报告持有，合计 7,529.25 万美元。前几大持有机构：Lee-Kelleher Wealth Management（3,800.00 万美元）、CX Institutional（1,090.00 万美元）、Graves Light Lenhart Wealth, Inc.（570.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30