WisdomTree Trust - DON

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.122B

QoQ value delta ($000)

+$36.81M (+1.76%)

Implied price effect (QoQ)

-1.03%

Total shares

40,994,604

QoQ shares delta

+1,126,250 (+2.82%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	241,366	4,677,636	0.02%
MORGAN STANLEY	122,545	2,374,903	0.01%
LPL Financial LLC	100,614	1,949,899	0.03%
Linscomb Wealth, Inc.	95,178	1,844,548	4.0%
UBS Group AG	89,318	1,730,982	0.01%
Creative Planning	78,355	1,518,511	0.06%
AMERIPRISE FINANCIAL INC	71,282	1,381,416	0.02%
JONES FINANCIAL COMPANIES LLLP	69,517	1,347,239	0.04%
RAYMOND JAMES FINANCIAL INC	57,533	1,114,987	0.02%
WELLS FARGO & COMPANY/MN	51,518	998,423	0.01%
MERCER GLOBAL ADVISORS INC /ADV	31,765	615,614	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	30,284	586,910	0.04%
ROYAL BANK OF CANADA	29,498	571,657	0.0%
Kestra Advisory Services, LLC	28,395	550,302	0.12%
Cetera Investment Advisers	28,352	549,466	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	26,226	508,256	0.09%
IAG Wealth Partners, LLC	25,448	493,195	2.95%
COLDSTREAM CAPITAL MANAGEMENT INC	25,322	490,747	0.33%
OSAIC HOLDINGS, INC.	19,386	375,667	0.03%
Stonebridge Financial Group, LLC	19,171	371,537	1.64%
Trajan Wealth LLC	18,467	357,898	0.77%
Baird Financial Group, Inc.	17,687	342,789	0.03%
HUNTINGTON NATIONAL BANK	17,377	336,764	0.1%
AE Wealth Management LLC	17,310	335,474	0.1%
MAI Capital Management	17,154	332,458	0.1%