DON institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding474
Shares held41,042,937
Reported value$2.3bn
Quarter flows41 new, 158 added, 174 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/4,522,366$255.6m0.0%
MORGAN STANLEY2,475,172$139.9m0.0%
UBS Group AG1,865,075$105.4m0.0%
JONES FINANCIAL COMPANIES LLLP1,826,895$103.7m0.0%
LPL Financial LLC1,763,190$99.7m0.0%
Linscomb Wealth, Inc.1,527,377$86.3m3.7%
Creative Planning1,516,308$85.7m0.1%
AMERIPRISE FINANCIAL INC1,391,530$78.7m0.0%
RAYMOND JAMES FINANCIAL INC1,036,786$58.6m0.0%
WELLS FARGO & COMPANY/MN998,779$56.5m0.0%
MERCER GLOBAL ADVISORS INC /ADV862,327$48.7m0.1%
KEYBANK NATIONAL ASSOCIATION/OH567,317$32.1m0.1%
ROYAL BANK OF CANADA527,892$29.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC503,822$28.5m0.0%
OSAIC HOLDINGS, INC.478,941$27.1m0.0%
IAG Wealth Partners, LLC470,081$26.6m2.6%
COLDSTREAM CAPITAL MANAGEMENT INC458,200$25.9m0.2%
Cetera Investment Advisers439,529$24.8m0.0%
Cambridge Investment Research Advisors, Inc.421,971$23.8m0.0%
Stonebridge Financial Group, LLC396,757$22.4m1.7%
Trajan Wealth LLC372,990$21.1m0.8%
Baird Financial Group, Inc.359,731$20.3m0.0%
AE Wealth Management LLC355,863$20.1m0.1%
HUNTINGTON NATIONAL BANK350,872$19.8m0.1%
MAI Capital Management323,917$18.3m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DON"). DON price history · All 13F data

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