# WISDOMTREE TR (DLN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DLN/

- Reporting holders: 29
- Reported value: $64.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $38.0M | 391,195 | 19.6% | 8 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $5.7M | 58,944 | 0.5% | 32 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $3.5M | 36,183 | 1.8% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.8M | 29,009 | 0.1% | 15 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $2.0M | 20,356 | 0.2% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.9M | 19,616 | 0.0% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 16,544 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 15,740 | 0.0% | 7 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $1.1M | 11,111 | 0.7% | 5 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $845.1K | 8,694 | 0.3% | 20 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $825.6K | 8,493 | 0.1% | 23 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $698.6K | 7,188 | 0.1% | 23 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $688.7K | 7,085 | 0.5% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $642.3K | 6,608 | 0.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $627.2K | 6,452 | 0.0% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $386.9K | 3,980 | 0.0% | 15 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $240.5K | 2,474 | 0.0% | 14 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $212.9K | 2,190 | 0.0% | 2 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $204.5K | 2,104 | 0.1% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $150.6K | 1,549 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $150.1K | 1,544 | 0.0% | 12 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $113.4K | 1,167 | 0.1% | 7 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $81.3K | 836 | 0.0% | 1 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $78.7K | 810 | 0.0% | 19 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $61.8K | 636 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $64.4M |
| Q2 2026 | 480 | $4.4B |
| Q1 2026 | 466 | $4.0B |
| Q4 2025 | 457 | $3.7B |
| Q3 2025 | 437 | $3.6B |
| Q2 2025 | 433 | $3.4B |
| Q1 2025 | 421 | $3.2B |
| Q4 2024 | 409 | $3.2B |
| Q3 2024 | 379 | $2.6B |
| Q2 2024 | 367 | $2.6B |
| Q1 2024 | 370 | $3.0B |
| Q4 2023 | 366 | $2.6B |