DON — WISDOMTREE U S

Ownership history in IAG Wealth Partners, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which IAG Wealth Partners, LLC reported a position in WISDOMTREE U S (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
5.65% (2022 Q4)
Avg. % of fund
4.75%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 493,195 +7,865 +1.6% 2.95% $25.4M $51.56
2025 Q3 ADDED 485,330 +14,670 +3.1% 3.05% $25.4M $51.84
2025 Q2 REDUCED 470,660 -14,306 -2.9% 3.12% $23.6M $49.40
2025 Q1 ADDED 484,966 +5,810 +1.2% 3.73% $24.0M $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% 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% Concord Wealth Partners 3Y 1.54%
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