DON — Wisdomtree Tr Institutional Holders · Q3 2026

Name: Who Owns DON? 27 Institutions Hold $106M (Q3 2026)
Creator: ko.io

Who owns Wisdomtree Tr (DON)? 27 institutions reported holding $105.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($21.8M), Lee-Kelleher Wealth Management ($12.4M), Avidian Wealth Enterprises, LLC ($11.8M).

Rank	Institution	Value	Shares	Change
1	Stonebridge Financial Group, LLC	$21.8M	403,439	Added
2	Lee-Kelleher Wealth Management	$12.4M	229,463	Added
3	Avidian Wealth Enterprises, LLC	$11.8M	219,166	Trimmed
4	Farther Finance Advisors, LLC	$11.1M	206,140	Added
5	CX Institutional	$10.4M	192,858	Added
6	MJT & Associates Financial Advisory Group, Inc.	$7.0M	129,957	Added
7	Dickmeyer Boyce Financial Management, Inc.	$6.8M	125,724	Added
8	Roan Capital Partners	$6.2M	114,108	Added
9	Apeiron RIA LLC	$4.7M	86,685	Trimmed
10	INSPIRION WEALTH ADVISORS, LLC	$4.4M	80,693	Trimmed
11	HF Advisory Group, LLC	$2.5M	46,556	Trimmed
12	Wealth Enhancement Trust Services, Inc.	$1.5M	28,519	Trimmed
13	FINANCIAL MANAGEMENT NETWORK INC	$1.3M	23,291	Trimmed
14	Kaydan Wealth Management, Inc.	$1.1M	19,972	Trimmed
15	EASTERN BANK	$838,383	15,540	Trimmed
16	Friday Financial	$812,776	14,971	Added
17	Capital Advisors Wealth Management, LLC	$299,098	5,544	Added
18	Mallini Complete Financial Planning LLC	$211,214	0	Hold
19	CoreCap Advisors, LLC	$192,738	3,572	Added
20	Investors Research Corp	$157,156	2,913	Trimmed
21	Versant Capital Management, Inc	$128,729	2,386	Hold
22	Noble Wealth Management PBC	$23,306	432	Hold
23	MassMutual Private Wealth & Trust, FSB	$20,555	381	Hold
24	Roxbury Financial LLC	$17,275	320	Added
25	Polaris Financial Partners	$14,000	267	New

Source: SEC Form 13F filings · as of 2026-09-30