DON — WISDOMTREE TR

Ownership history in Marion Wealth Management  ·  17 quarters on record

This page tracks every 13F SEC filing in which Marion Wealth Management 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
3.59% (2023 Q4)
Avg. % of fund
3.38%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 278,243 +6,738 +2.5% 3.33% $15.0M $51.56
2025 Q3 ADDED 271,505 +1,825 +0.7% 3.37% $14.2M $51.84
2025 Q2 ADDED 269,680 +7,795 +3.0% 3.38% $13.5M $49.40
2025 Q1 ADDED 261,885 +1,629 +0.6% 3.46% $13.0M $48.48
13 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% 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% Concord Wealth Partners 3Y 1.54%
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