Who Owns WISDOMTREE TR (DON)? -- Institutional Holders (2026-03-31)
479 institutions reported holding $2.13B of WISDOMTREE TR (DON) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($244.1M), MORGAN STANLEY ($125.6M), UBS Group AG ($98.9M), LPL Financial LLC ($97.1M), JONES FINANCIAL COMPANIES LLLP ($85.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $244.1M | 4.6M | Trimmed |
| 2 | MORGAN STANLEY | $125.6M | 2.4M | Added |
| 3 | UBS Group AG | $98.9M | 1.9M | Added |
| 4 | LPL Financial LLC | $97.1M | 1.8M | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $85.8M | 1.7M | Added |
| 6 | Linscomb Wealth, Inc. | $83.0M | 1.6M | Trimmed |
| 7 | Creative Planning | $79.8M | 1.5M | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $71.1M | 1.4M | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $52.7M | 1.0M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $52.6M | 1.0M | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $37.5M | 712,930 | Added |
| 12 | Royal Bank of Canada | $27.6M | 526,235 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $27.3M | 520,381 | Trimmed |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | $26.9M | 512,431 | Added |
| 15 | IAG Wealth Partners, LLC | $26.3M | 500,699 | Added |
| 16 | Cetera Investment Advisers | $24.5M | 466,862 | Trimmed |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | $24.5M | 465,970 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $21.3M | 405,679 | Added |
| 19 | Stonebridge Financial Group, LLC | $20.4M | 388,062 | Added |
| 20 | Trajan Wealth LLC | $19.2M | 365,015 | Added |
| 21 | Kestra Advisory Services, LLC | $19.2M | 364,806 | Trimmed |
| 22 | AE Wealth Management LLC | $18.8M | 358,439 | Added |
| 23 | HUNTINGTON NATIONAL BANK | $18.8M | 357,562 | Added |
| 24 | Baird Financial Group, Inc. | $18.6M | 354,423 | Added |
| 25 | MAI Capital Management | $17.3M | 328,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31