WISDOMTREE TR (DON)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
24
Reporting holders
$95.2M
Reported value
0.0%
Calls
0.0%
Puts
-450
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | $21.8M | 403,439 | 1.60% | 8q | +1.7%+$360.5K |
| Lee, Kelleher & Klein Wealth Management | $12.4M | 229,463 | 6.37% | 8q | +2.9%+$351.3K |
| Avidian Wealth Enterprises, LLC | $11.8M | 219,166 | 0.33% | 3q | -4.5%-$552.9K |
| Farther Finance Advisors, LLC | $11.1M | 206,140 | 0.08% | 11q | +4.0%+$422.8K |
| MJT & Associates Financial Advisory Group, Inc. | $7.0M | 129,957 | 4.53% | 7q | +5.9%+$391.0K |
| Dickmeyer Boyce Financial Management, Inc. | $6.8M | 125,724 | 3.47% | 3q | +0.8%+$52.3K |
| Roan Capital Partners | $6.2M | 114,108 | 4.51% | 3q | +4.0%+$238.1K |
| Apeiron RIA LLC | $4.7M | 86,685 | 1.07% | 20q | -2.0%-$96.6K |
| INSPIRION WEALTH ADVISORS, LLC | $4.4M | 80,693 | 0.49% | 32q | -2.6%-$117.9K |
| HF Advisory Group, LLC | $2.5M | 46,556 | 0.75% | 16q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.5M | 28,519 | 0.16% | 4q | -52.2%-$1.7M |
| FINANCIAL MANAGEMENT NETWORK INC | $1.3M | 23,291 | 0.18% | 16q | HELD |
| Kaydan Wealth Management, Inc. | $1.1M | 19,972 | 0.37% | 20q | HELD |
| EASTERN BANK | $838.4K | 15,540 | 0.01% | 4q | -33.7%-$426.4K |
| Friday Financial | $812.8K | 14,971 | 0.16% | 8q | +4.3%+$33.7K |
| Capital Advisors Wealth Management, LLC | $299.1K | 5,544 | 0.03% | 23q | HELD |
| Mallini Complete Financial Planning LLC | $211.2K | 3,915 | 0.15% | 5q | HELD |
| CoreCap Advisors, LLC | $192.7K | 3,572 | 0.01% | 19q | +4.4%+$8.1K |
| Investors Research Corp | $157.2K | 2,913 | 0.03% | 30q | -38.4%-$97.9K |
| Versant Capital Management, Inc | $128.7K | 2,386 | 0.01% | 2q | HELD |
| Noble Wealth Management PBC | $23.3K | 432 | 0.01% | 7q | HELD |
| MassMutual Private Wealth & Trust, FSB | $20.6K | 381 | 0.00% | 11q | HELD |
| Roxbury Financial LLC | $17.3K | 320 | 0.01% | 8q | HELD |
| CX Institutional | $10.4K | 192,858 | 0.28% | 32q | +7.7% |
| Rosenberg Matthew Hamilton | $1.1K | 21 | 0.00% | 3q | HELD |
| Polaris Financial Partners | $14 | 267 | 0.01% | new | FIRST |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $95.2M | 1,763,708 | 0 | 8 | 6 | 0.0% |
| Q2 2026 | 474 | $2.4B | 42,506,673 | 32 | 132 | 155 | 0.0% |
| Q1 2026 | 462 | $2.3B | 43,094,572 | 30 | 122 | 159 | 0.0% |
| Q4 2025 | 456 | $2.1B | 41,222,787 | 31 | 121 | 161 | 0.0% |
| Q3 2025 | 433 | $2.2B | 41,209,802 | 29 | 134 | 141 | 0.0% |
| Q2 2025 | 434 | $2.1B | 42,484,055 | 23 | 147 | 144 | 0.0% |
| Q1 2025 | 437 | $2.1B | 41,667,042 | 27 | 146 | 134 | 0.0% |
| Q4 2024 | 442 | $2.1B | 40,726,652 | 25 | 116 | 151 | 0.0% |
| Q3 2024 | 417 | $2.0B | 39,908,587 | 31 | 111 | 152 | 0.0% |
| Q2 2024 | 413 | $1.9B | 41,196,740 | 20 | 114 | 153 | 0.0% |
| Q1 2024 | 425 | $2.2B | 44,638,957 | 42 | 139 | 138 | 0.0% |
| Q4 2023 | 411 | $2.0B | 44,175,544 | 31 | 121 | 133 | 0.0% |
| Q3 2023 | 379 | $1.7B | 41,109,008 | 23 | 113 | 133 | 0.0% |
| Q2 2023 | 373 | $1.7B | 41,117,276 | 30 | 113 | 129 | 0.1% |
| Q1 2023 | 368 | $1.7B | 41,514,402 | 30 | 117 | 125 | 0.1% |
| Q4 2022 | 368 | $1.7B | 41,329,338 | 43 | 132 | 87 | 0.0% |
| Q3 2022 | 338 | $1.4B | 37,664,111 | 20 | 113 | 118 | 0.0% |
| Q2 2022 | 352 | $1.5B | 38,449,542 | 25 | 123 | 103 | 0.0% |
| Q1 2022 | 354 | $1.6B | 36,484,934 | 26 | 116 | 108 | 0.0% |
| Q4 2021 | 348 | $1.6B | 35,700,660 | 29 | 102 | 84 | 0.0% |
| Q3 2021 | 313 | $1.4B | 33,410,939 | 23 | 92 | 91 | 0.0% |
| Q2 2021 | 310 | $1.4B | 34,155,401 | 26 | 89 | 94 | 0.0% |
| Q1 2021 | 309 | $1.4B | 34,673,163 | 27 | 66 | 120 | 0.1% |
| Q4 2020 | 306 | $1.3B | 37,667,274 | 32 | 64 | 133 | 0.2% |
| Q3 2020 | 279 | $1.1B | 38,832,538 | 13 | 57 | 131 | 0.0% |
| Q2 2020 | 285 | $1.2B | 41,812,339 | 21 | 73 | 139 | 0.0% |
| Q1 2020 | 306 | $1.2B | 49,225,562 | 24 | 100 | 123 | 0.0% |
| Q4 2019 | 351 | $2.2B | 60,400,293 | 24 | 135 | 74 | 0.0% |
| Q3 2019 | 310 | $1.9B | 52,019,670 | 20 | 116 | 92 | 0.0% |
| Q2 2019 | 300 | $1.9B | 51,705,902 | 23 | 115 | 78 | 0.0% |
| Q1 2019 | 306 | $1.8B | 50,560,484 | 34 | 111 | 81 | 0.0% |
| Q4 2018 | 290 | $1.4B | 42,855,552 | 2 | 8 | 3 | 0.0% |