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DON — Wisdomtree Tr 机构持仓 · 2026年Q3

谁持有 Wisdomtree Tr(DON)?2026年Q3(报告期截至 2026-09-30)共有 27 家机构在 SEC 13F 申报中报告持有,合计 1.06 亿美元。前几大持有机构:Stonebridge Financial Group, LLC(2,180.00 万美元)、Lee-Kelleher Wealth Management(1,240.00 万美元)、Avidian Wealth Enterprises, LLC(1,180.00 万美元)。

排名机构市值股数变动
1Stonebridge Financial Group, LLC$21.8M403,439增持
2Lee-Kelleher Wealth Management$12.4M229,463增持
3Avidian Wealth Enterprises, LLC$11.8M219,166减持
4Farther Finance Advisors, LLC$11.1M206,140增持
5CX Institutional$10.4M192,858增持
6MJT & Associates Financial Advisory Group, Inc.$7.0M129,957增持
7Dickmeyer Boyce Financial Management, Inc.$6.8M125,724增持
8Roan Capital Partners$6.2M114,108增持
9Apeiron RIA LLC$4.7M86,685减持
10INSPIRION WEALTH ADVISORS, LLC$4.4M80,693减持
11HF Advisory Group, LLC$2.5M46,556减持
12Wealth Enhancement Trust Services, Inc.$1.5M28,519减持
13FINANCIAL MANAGEMENT NETWORK INC$1.3M23,291减持
14Kaydan Wealth Management, Inc.$1.1M19,972减持
15EASTERN BANK$838,38315,540减持
16Friday Financial$812,77614,971增持
17Capital Advisors Wealth Management, LLC$299,0985,544增持
18Mallini Complete Financial Planning LLC$211,2140持平
19CoreCap Advisors, LLC$192,7383,572增持
20Investors Research Corp$157,1562,913减持
21Versant Capital Management, Inc$128,7292,386持平
22Noble Wealth Management PBC$23,306432持平
23MassMutual Private Wealth & Trust, FSB$20,555381持平
24Roxbury Financial LLC$17,275320增持
25Polaris Financial Partners$14,000267新建仓

来源:SEC 13F 申报文件 · 截至 2026-09-30