DON · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DON)
Who is buying and selling DON: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 57
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DON at a glance
- No open-market insider purchases or sales of DON were filed in the last 90 days.
- 57 13F filers hold DON among their 50 largest positions, worth $421.4M combined. The biggest bets by portfolio weight are Three Bearings Fiduciary Advisors, Inc. (14.4%), Lee, Kelleher & Klein Wealth Management (6.4%) and MJT & Associates Financial Advisory Group, Inc. (4.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in DON.
DON insider trading
No open-market insider purchases or sales of DON were filed in the last 90 days.
Who owns DON? Hedge funds and superinvestors
57 13F filers hold DON among their 50 largest positions, worth $421.4M combined. The biggest bets by portfolio weight are Three Bearings Fiduciary Advisors, Inc. (14.4%), Lee, Kelleher & Klein Wealth Management (6.4%) and MJT & Associates Financial Advisory Group, Inc. (4.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Linscomb Wealth, Inc.Wealth manager | 3.7% | $86.3M | 1,527,377 | -3.3% shares | Q2 2026 |
| IAG Wealth Partners, LLCWealth manager | 2.6% | $26.6M | 470,081 | -6.1% shares | Q2 2026 |
| Stonebridge Financial Group, LLCInstitutional asset manager | 1.6% | $21.8M | 403,439 | +1.7% shares | Q3 2026 |
| Trajan Wealth LLCWealth manager | 0.8% | $21.1M | 372,990 | +2.2% shares | Q2 2026 |
| Marion Wealth ManagementWealth manager | 3.5% | $17.6M | 327,099 | +3.0% shares | Q3 2026 |
| Three Bearings Fiduciary Advisors, Inc.Wealth manager | 14.4% | $16.1M | 284,239 | +0.3% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 0.3% | $13.3M | 235,598 | +1.1% shares | Q2 2026 |
| Concord Wealth PartnersWealth manager | 1.5% | $13.3M | 234,616 | -1.1% shares | Q2 2026 |
| Lee, Kelleher & Klein Wealth ManagementWealth manager | 6.4% | $12.4M | 229,463 | +2.9% shares | Q3 2026 |
| Precedent Wealth Partners, LLCWealth manager | 1.9% | $12.2M | 225,372 | +0.9% shares | Q3 2026 |
| White Pine Investment COWealth manager | 2.0% | $9.7M | 178,976 | +0.8% shares | Q3 2026 |
| Concord Asset Management, LLC/VAAsset manager | 1.5% | $9.4M | 167,105 | -3.4% shares | Q2 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 0.5% | $9.4M | 166,625 | +12.7% shares | Q2 2026 |
| Melone Private Wealth, LLCWealth manager | 3.2% | $8.2M | 152,467 | +0.4% shares | Q3 2026 |
| United Advisor Group, LLCWealth manager | 0.9% | $8.0M | 141,999 | +0.4% shares | Q2 2026 |
| Capital Investment Counsel, LLCWealth manager | 1.0% | $8.0M | 148,689 | +0.4% shares | Q3 2026 |
| Goldstone Financial Group, LLCWealth manager | 0.7% | $7.9M | 139,716 | -13.6% shares | Q2 2026 |
| Grey Ledge Advisors, LLCWealth manager | 1.6% | $7.8M | 138,793 | +0.7% shares | Q2 2026 |
| MJT & Associates Financial Advisory Group, Inc.Wealth manager | 4.5% | $7.0M | 129,957 | +5.9% shares | Q3 2026 |
| Dickmeyer Boyce Financial Management, Inc.Wealth manager | 3.5% | $6.8M | 125,724 | +0.8% shares | Q3 2026 |
| Roan Capital PartnersWealth manager | 4.5% | $6.2M | 114,108 | +4.0% shares | Q3 2026 |
| Frazier Financial Advisors, LLCWealth manager | 2.7% | $5.4M | 94,923 | +3.4% shares | Q2 2026 |
| Copper Harbor Investment Advisors, LLCWealth manager | 1.1% | $5.3M | 98,872 | -8.3% shares | Q3 2026 |
| Private Capital Management, LLCWealth manager | 0.5% | $5.2M | 92,847 | +0.7% shares | Q2 2026 |
| Cahill Financial Advisors IncWealth manager | 0.5% | $5.0M | 89,047 | +2.4% shares | Q2 2026 |
| JPL Wealth Management, LLCWealth manager | 1.0% | $4.9M | 86,608 | -3.0% shares | Q2 2026 |
| Harbour Wealth Management Group, Inc.Wealth manager | 3.3% | $4.9M | 86,114 | +3.9% shares | Q2 2026 |
| Apeiron RIA LLCWealth manager | 1.1% | $4.7M | 86,685 | -2.0% shares | Q3 2026 |
| Viaable, LLCInvestment manager | 3.8% | $4.6M | 81,845 | — | Q2 2026 |
| Nikulski Financial, Inc.Wealth manager | 1.0% | $4.6M | 80,685 | -3.0% shares | Q2 2026 |
The 30 largest of 57 positions, by value. Each manager counts with its latest 13F (Q3 2026: 29, Q2 2026: 28). Screen DON in the grand portfolio →
DON stock trades by members of Congress
No member of Congress has disclosed a trade in DON.
DON questions and answers
Are insiders buying DON stock?
No open-market insider purchases or sales of DON were filed in the last 90 days.
Which hedge funds own DON?
57 13F filers hold DON among their 50 largest positions, worth $421.4M combined. The biggest bets by portfolio weight are Three Bearings Fiduciary Advisors, Inc. (14.4%), Lee, Kelleher & Klein Wealth Management (6.4%) and MJT & Associates Financial Advisory Group, Inc. (4.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded DON?
No member of Congress has disclosed a trade in DON.
Who is the largest holder of DON?
Among 13F filers, Linscomb Wealth, Inc. reports the largest DON position, $86.3M (1,527,377 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Three Bearings Fiduciary Advisors, Inc.'s: 14.4% of its portfolio.
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