JPL Wealth Management, LLC DON — WISDOMTREE TR

Ownership history in JPL Wealth Management, LLC  ·  9 quarters on record

AI Ownership Summary

JPL Wealth Management, LLC reported WISDOMTREE TR (DON) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.54% in 2024 Q1. The latest visible filing shows DON at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPL Wealth Management, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DON was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DON stock page JPL Wealth Management, LLC fund profile JPL Wealth Management, LLC full holdings
How JPL Wealth Management, LLC held DON — position size vs. price
% of Fund (quarterly)    DON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 89,314 -684 -0.8% 1.08% $4.7M 2026-05-08 $55.21
2025 Q4 REDUCED — — — 89,998 -107 -0.1% 1.13% $4.6M 2026-02-12 $55.32
2025 Q3 ADDED — — — 90,105 +586 +0.7% 1.12% $4.7M 2025-11-14 $50.21
2025 Q2 ADDED — — — 89,519 +15,601 +21.1% 1.21% $4.5M 2025-08-14 $50.93
2025 Q1 REDUCED 12.0% +1.9% ❌ 73,918 -10,055 -12.0% 1.41% $3.6M 2025-05-06 $46.58
2024 Q4 ADDED — — — 83,973 +23,483 +38.8% 1.23% $4.3M 2025-02-10 $50.07
2024 Q2 ADDED — — — 60,490 +3,311 +5.8% 1.39% $2.8M 2024-08-01 $47.08
2024 Q1 ADDED — — — 57,179 +12,991 +29.4% 1.54% $2.8M 2024-05-10 $46.01
2023 Q4 INITIATED — — — 44,188 — — 1.45% $2.0M 2024-02-09 $42.52

🏢 Other funds also holding DON

As of 2026 Q1 — sorted by position size

Lee-Kelleher Wealth Management 6.92% Roan Capital Partners 4.75% MJT & Associates Financial Advisory Group, Inc. 4.53% Dickmeyer Boyce Financial Management, Inc. 3.82% Linscomb Wealth, Inc. 3Y 7Y 3.69% Marion Wealth Management 3Y 3.49% Harbour Wealth Management Group, Inc. 3.28% Melone Private Wealth, LLC 3Y 3.23% IAG Wealth Partners, LLC 3Y 2.94% Frazier Financial Advisors, LLC 2.67%

FAQ About JPL Wealth Management, LLC and DON

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPL Wealth Management, LLC reported owning DON?

JPL Wealth Management, LLC reported DON across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DON position in JPL Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DON was 1.54% in 2024 Q1.

What is the latest reported DON position on this page?

The most recent filing on this page is 2026 Q1, when JPL Wealth Management, LLC reported 89,314 shares, equal to 1.08% of portfolio, with an estimated market value of $4.7M.

What does the chart on this DON ownership page compare?

The chart compares JPL Wealth Management, LLC's quarterly DON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPL Wealth Management, LLC time their DON position?

Based on 13F filing dates vs. subsequent DON price moves, JPL Wealth Management, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on DON relative to SPY over the holding period was -6.6%.

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