# WISDOMTREE TR (DON)

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

- Reporting holders: 24
- Reported value: $95.2M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $21.8M | 403,439 | 1.6% | 8 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $12.4M | 229,463 | 6.4% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $11.8M | 219,166 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.1M | 206,140 | 0.1% | 11 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $7.0M | 129,957 | 4.5% | 7 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $6.8M | 125,724 | 3.5% | 3 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $6.2M | 114,108 | 4.5% | 3 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $4.7M | 86,685 | 1.1% | 20 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $4.4M | 80,693 | 0.5% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $2.5M | 46,556 | 0.7% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.5M | 28,519 | 0.2% | 4 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.3M | 23,291 | 0.2% | 16 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.1M | 19,972 | 0.4% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $838.4K | 15,540 | 0.0% | 4 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $812.8K | 14,971 | 0.2% | 8 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $299.1K | 5,544 | 0.0% | 23 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $211.2K | 3,915 | 0.1% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $192.7K | 3,572 | 0.0% | 19 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $157.2K | 2,913 | 0.0% | 30 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $128.7K | 2,386 | 0.0% | 2 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $23.3K | 432 | 0.0% | 7 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $20.6K | 381 | 0.0% | 11 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $17.3K | 320 | 0.0% | 8 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $10.4K | 192,858 | 0.3% | 32 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.1K | 21 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $95.2M |
| Q2 2026 | 474 | $2.4B |
| Q1 2026 | 462 | $2.3B |
| Q4 2025 | 456 | $2.1B |
| Q3 2025 | 433 | $2.2B |
| Q2 2025 | 434 | $2.1B |
| Q1 2025 | 437 | $2.1B |
| Q4 2024 | 442 | $2.1B |
| Q3 2024 | 417 | $2.0B |
| Q2 2024 | 413 | $1.9B |
| Q1 2024 | 425 | $2.2B |
| Q4 2023 | 411 | $2.0B |