DLS — Wisdomtree Tr 机构持仓 · 2026年Q3
谁持有 Wisdomtree Tr(DLS)?2026年Q3(报告期截至 2026-09-30)共有 10 家机构在 SEC 13F 申报中报告持有,合计 573.53 万美元。前几大持有机构:CoreCap Advisors, LLC(110.00 万美元)、Apella Capital, LLC(110.00 万美元)、Stonebridge Wealth Management, LLC(92.78 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.1M | 13,185 | 减持 |
| 2 | Apella Capital, LLC | $1.1M | 12,668 | 增持 |
| 3 | Stonebridge Wealth Management, LLC | $927,789 | 10,641 | 持平 |
| 4 | Farther Finance Advisors, LLC | $893,007 | 10,242 | 增持 |
| 5 | Williams & Novak, LLC | $466,728 | 5,353 | 持平 |
| 6 | Hardin Capital Partners, LLC | $449,831 | 5,159 | 持平 |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $422,871 | 4,850 | 减持 |
| 8 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $298,123 | 3,419 | 增持 |
| 9 | GAMMA Investing LLC | $40,107 | 460 | 持平 |
| 10 | Planning Strategies Inc. | $610 | 7 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30