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DONDON
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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE TR

CAPTRUST FINANCIAL ADVISORS holds 72,124 shares of DON (WISDOMTREE TR), worth $4.1M as of 2026-Q2. The position was decreased (-1.4% shares). DON represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$4.1M

Current Shares

72,124

Total Value Change

-$274,813

Total Shares Change

-12,977

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,124
-1.4%
$4.1M0.0%$56.43
0
2026-Q1
Decreased
73,152
-5.6%
$3.8M0.0%$52.13
0
2025-Q4
Increased
77,472
+0.0%
$4M0.0%$50.99
27
2025-Q3
Decreased
77,462
-0.5%
$4.1M0.0%$51.26
0
2025-Q2
Decreased
77,844
-4.2%
$3.9M0.0%$48.85
0
2025-Q1
Decreased
81,226
-3.1%
$4M0.0%$47.94
0
2024-Q4
Decreased
83,809
-1.5%
$4.3M0.0%$49.09
0
2024-Q3
Increased
85,101
+2.6%
$4.4M0.0%$48.94
27

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

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