DON — WISDOMTREE TR

Ownership history in Powers Advisory Group, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, 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
1.36% (2023 Q4)
Avg. % of fund
1.2%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 46,845 +944 +2.1% 0.91% $2.4M $51.56
2025 Q3 REDUCED 45,901 -172 -0.4% 0.96% $2.4M $51.84
2025 Q2 ADDED 46,073 +337 +0.7% 1.02% $2.3M $49.40
2025 Q1 REDUCED 45,736 -1,800 -3.8% 1.08% $2.3M $48.48
12 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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