Who Owns WISDOMTREE TR (DON)? -- Institutional Holders (2026-06-30)
499 institutions reported holding $2.33B of WISDOMTREE TR (DON) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($255.6M), MORGAN STANLEY ($139.9M), UBS Group AG ($105.4M), JONES FINANCIAL COMPANIES LLLP ($103.7M), LPL Financial LLC ($99.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $255.6M | 4.5M | Trimmed |
| 2 | MORGAN STANLEY | $139.9M | 2.5M | Added |
| 3 | UBS Group AG | $105.4M | 1.9M | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $103.7M | 1.8M | Added |
| 5 | LPL Financial LLC | $99.7M | 1.8M | Trimmed |
| 6 | Linscomb Wealth, Inc. | $86.3M | 1.5M | Trimmed |
| 7 | Creative Planning | $85.7M | 1.5M | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $78.7M | 1.4M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $58.6M | 1.0M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $56.5M | 998,779 | Trimmed |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $48.7M | 862,327 | Added |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | $32.1M | 567,317 | Added |
| 13 | Royal Bank of Canada | $29.8M | 527,892 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 503,822 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $27.1M | 478,941 | Added |
| 16 | IAG Wealth Partners, LLC | $26.6M | 470,081 | Trimmed |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | $25.9M | 458,200 | Trimmed |
| 18 | Cetera Investment Advisers | $24.8M | 439,529 | Trimmed |
| 19 | Stonebridge Financial Group, LLC | $22.4M | 396,757 | Added |
| 20 | Trajan Wealth LLC | $21.1M | 372,990 | Added |
| 21 | Baird Financial Group, Inc. | $20.3M | 359,731 | Added |
| 22 | AE Wealth Management LLC | $20.1M | 355,863 | Trimmed |
| 23 | HUNTINGTON NATIONAL BANK | $19.8M | 24,759 | Trimmed |
| 24 | MAI Capital Management | $18.3M | 323,917 | Trimmed |
| 25 | Marion Wealth Management | $18.0M | 317,689 | Added |
Source: SEC Form 13F filings · as of 2026-06-30