DON — WISDOMTREE TR

Ownership history in Grey Ledge Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Grey Ledge Advisors, LLC 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
1.57% (2025 Q4)
Avg. % of fund
1.15%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 134,595 +7,611 +6.0% 1.57% $6.9M $51.56
2025 Q3 ADDED 126,984 +3,835 +3.1% 1.50% $6.6M $51.84
2025 Q2 ADDED 123,149 +13,642 +12.5% 1.51% $6.2M $49.40
2025 Q1 REDUCED 109,507 -989 -0.9% 1.43% $5.4M $48.48
9 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% Concord Wealth Partners 3Y 1.54%
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