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DONDON
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 21,344 shares of DON (WISDOMTREE TR), worth $1.2M as of 2026-Q2. The position was decreased (-7.5% shares). DON represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.2M

Current Shares

21,344

Total Value Change

+$221,165

Total Shares Change

+2,076

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,344
-7.5%
$1.2M0.0%$56.43
0
2026-Q1
Increased
23,076
+1.9%
$1.2M0.0%$52.13
26
2025-Q4
Increased
22,652
+3.7%
$1.2M0.0%$50.99
26
2025-Q3
Increased
21,835
+2.6%
$1.1M0.0%$51.26
26
2025-Q2
Increased
21,278
+4.1%
$1.1M0.0%$48.85
26
2025-Q1
Increased
20,434
+6.5%
$1M0.0%$47.94
27
2024-Q4
Decreased
19,184
-0.4%
$977,8080.0%$49.09
0
2024-Q3
Decreased
19,268
-1.3%
$985,1730.0%$48.94
0

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

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