DON — WISDOMTREE TR

Ownership history in Weaver Consulting Group  ·  9 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group 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
0.08% (2020 Q1)
Avg. % of fund
0.03%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,339 — 0% 0.06% $227K $51.84
2025 Q2 ADDED 4,339 +1,661 +62.0% 0.06% $217K $49.40
2020 Q3 REDUCED 2,678 -250 -8.5% 0.04% $78K $25.32
2020 Q2 REDUCED 2,928 -2,165 -42.5% 0.05% $83K $24.66
2020 Q1 ADDED 5,093 +5,043 +10086.0% 0.08% $123K $20.86
2019 Q4 UNCHANGED 50 — 0% 0.00% $2K $32.55
2019 Q3 UNCHANGED 50 — 0% 0.00% $2K $30.83
2019 Q2 UNCHANGED 50 — 0% 0.00% $2K $30.52
2019 Q1 INITIATED 50 — — 0.00% $2K —
% 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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