DON — WISDOMTREE TR

Ownership history in Concord Wealth Partners  ·  21 quarters on record

This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in WISDOMTREE TR (DON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
33.97% (2020 Q4)
Avg. % of fund
3.89%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 229,002 -2,953 -1.3% 1.54% $11.8M $51.56
2025 Q3 REDUCED 231,955 -5,131 -2.2% 1.67% $12.1M $51.84
2025 Q2 ADDED 237,086 +4,071 +1.7% 1.73% $11.9M $49.40
2025 Q1 ADDED 233,015 +7,758 +3.4% 1.89% $11.5M $48.48
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DON price (monthly, adj. close)

Other funds also holding DON

As of 2025 Q4 — sorted by position size

Linscomb Wealth, Inc. 3Y 7Y 4.0% Melone Private Wealth, LLC 3Y 3.42% Marion Wealth Management 3Y 3.33% Harbour Wealth Management Group, Inc. 3.01% IAG Wealth Partners, LLC 3Y 2.95% Frazier Financial Advisors, LLC 2.78% PRECEDENT WEALTH PARTNERS, LLC 2.72% White Pine Investment CO 3Y 7Y 2.11% Sage Capital Management, LLC 1.91% Grey Ledge Advisors, LLC 3Y 7Y 1.57%
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