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DONDON
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in WISDOMTREE TR

AE Wealth Management LLC holds 355,863 shares of DON (WISDOMTREE TR), worth $20.1M as of 2026-Q2. The position was decreased (-0.7% shares). DON represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$20.1M

Current Shares

355,863

Total Value Change

+$9.3M

Total Shares Change

+143,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
355,863
-0.7%
$20.1M0.1%$56.43
0
2026-Q1
Increased
358,439
+6.8%
$18.8M0.1%$52.13
36
2025-Q4
Increased
335,474
+8.9%
$17.3M0.1%$50.99
31
2025-Q3
Increased
307,922
+13.5%
$16.1M0.1%$51.26
38
2025-Q2
Increased
271,347
+11.5%
$13.6M0.1%$48.85
31
2025-Q1
Increased
243,435
+9.1%
$12.1M0.1%$47.94
36
2024-Q4
Increased
223,194
+5.2%
$11.4M0.1%$49.09
29
2024-Q3
Decreased
212,083
-68.6%
$10.8M0.1%$48.94
0

Other major holders of DON: BANK OF AMERICA CORP /DE/

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