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DONDON
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 1.8M shares of DON (WISDOMTREE TR), worth $99.7M as of 2026-Q2. The position was decreased (-4.6% shares). DON represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$99.7M

Current Shares

1.8M

Total Value Change

+$35.4M

Total Shares Change

-267,148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-4.6%
$99.7M0.0%$56.43
0
2026-Q1
Decreased
1.8M
-5.2%
$97.1M0.0%$52.13
0
2025-Q4
Decreased
1.9M
-2.0%
$100.6M0.0%$50.99
0
2025-Q3
Decreased
2M
-1.4%
$104.1M0.0%$51.26
0
2025-Q2
Increased
2M
+0.6%
$101.1M0.0%$48.85
30
2025-Q1
Decreased
2M
-3.6%
$99.3M0.0%$47.94
0
2024-Q4
Decreased
2.1M
-13.7%
$106.1M0.0%$49.09
0
2024-Q3
Increased
2.4M
+28.1%
$123.2M0.1%$48.94
38
2024-Q2
Increased
1.9M
+4.1%
$88M0.0%$44.51
31
2024-Q1
Increased
1.8M
+2.5%
$88.1M0.0%$46.13
31
2023-Q4
Decreased
1.8M
-0.8%
$80.5M0.0%$42.99
0
2023-Q3
Increased
1.8M
+13.6%
$72.8M0.1%$38.25
34
2023-Q2
Decreased
1.6M
-5.3%
$65.8M0.0%$39.12
0
2023-Q1
Increased
1.7M
+11.8%
$67.7M0.1%$37.86
33
2022-Q4
Increased
1.5M
+16.9%
$60.8M0.1%$37.80
34
2022-Q3
Decreased
1.3M
-7.1%
$47.6M0.0%$34.28
0
2022-Q2
Increased
1.4M
+8.9%
$53.1M0.1%$35.21
32
2022-Q1
Increased
1.3M
+2.0%
$55.5M0.0%$39.83
30
2021-Q4
Increased
1.2M
+2.4%
$54.4M0.0%$39.67
30
2021-Q3
Increased
1.2M
+0.8%
$49.6M0.0%$36.78
29
2021-Q2
Increased
1.2M
+9.1%
$49.9M0.1%$37.00
32
2021-Q1
Decreased
1.1M
-11.6%
$44M0.1%$35.44
0
2020-Q4
Decreased
1.2M
-3.9%
$42.9M0.1%$30.45
0
2020-Q3
Decreased
1.3M
-6.1%
$37.1M0.1%$25.04
0
2020-Q2
Decreased
1.4M
-9.8%
$38.7M0.1%$24.39
0
2020-Q1
Decreased
1.5M
-5.5%
$36.6M0.1%$20.62
0
2019-Q4
Increased
1.6M
+3.0%
$61M0.1%$32.19
36
2019-Q3
Decreased
1.6M
-4.0%
$56.5M0.1%$30.48
0
2019-Q2
Decreased
1.6M
-33.6%
$58.7M0.1%$30.18
0
2019-Q1
Increased
2.4M
+20.3%
$87.4M0.2%$29.63
42
2018-Q4
New
2M
-
$64.2M0.2%$26.10
49

Other major holders of DON: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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