WISDOMTREE TR

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DON·97717W505·US·ETF

DON (WISDOMTREE TR) is held by 92 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($255.6M), MORGAN STANLEY ($139.9M), UBS Group AG ($105.4M). Net institutional sentiment: Mixed.

92

Holders

(12 Elite)

$1.5B

Total Value

49% (87)

Consensus

43 buying - 44 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)47

Activist (13D/13G)29

Congressional (STOCK Act)29

Holder Quality

54

★★★★★

Elite

24

★★★★

Strong

62

★★★

Solid

20

★★

Below

25

★

Weak

Held by 92 funds

12 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DON.

Top Holders

Top Holders (92)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	4.5M(-2.6%)	$255.6M	0.0%	+41.87%	0
MORGAN STANLEY	Increased	2.5M(+3.5%)	$139.9M	0.0%	+23.23%	31
UBS Group AG	Decreased	1.9M(-1.0%)	$105.4M	0.0%	+22.02%	0
JONES FINANCIAL COMPANIES LLLP	Increased	1.8M(+10.1%)	$103.7M	0.0%	+12.02%	33
LPL Financial LLC	Decreased	1.8M(-4.6%)	$99.7M	0.0%	+53.07%	0
Creative Planning	Decreased	1.5M(-0.1%)	$85.7M	0.1%	+81.84%	0
AMERIPRISE FINANCIAL INC	Increased	1.4M(+2.8%)	$78.7M	0.0%	+67.05%	31
RAYMOND JAMES FINANCIAL INC	Increased	1M(+3.3%)	$58.6M	0.0%	+12.47%	30
WELLS FARGO & COMPANY/MN	Decreased	998,779(-0.2%)	$56.5M	0.0%	+58.11%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	862,327(+21.0%)	$48.7M	0.1%	+20.11%	35
KEYBANK NATIONAL ASSOCIATION/OH	Increased	567,317(+10.7%)	$32.1M	0.1%	+50.10%	38
ROYAL BANK OF CANADA	Increased	527,892(+0.3%)	$29.8M	0.0%	+49.75%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	503,822(-3.2%)	$28.5M	0.0%	+66.39%	0
OSAIC HOLDINGS, INC.	Increased	478,941(+18.1%)	$27.1M	0.0%	+33.45%	34
Cetera Investment Advisers	Decreased	439,529(-5.8%)	$24.8M	0.0%	+23.48%	0
Baird Financial Group, Inc.	Increased	359,731(+1.5%)	$20.3M	0.0%	+73.60%	29
AE Wealth Management LLC	Decreased	355,863(-0.7%)	$20.1M	0.1%	+35.85%	0
HUNTINGTON NATIONAL BANK	Decreased	350,872(-1.9%)	$19.8M	0.1%	+67.41%	0
MAI Capital Management	Decreased	323,917(-1.5%)	$18.3M	0.1%	+71.29%	0
STIFEL FINANCIAL CORP	Decreased	300,151(-1.4%)	$17M	0.0%	+69.59%	0

Showing 1-20 of 95

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer