Holos Integrated Wealth LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 20,581 shares of DON stock, worth $1.05 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
20,581
Previous 20,563 0.09%
Holding current value
$1.05 Million
Previous $1.03 Billion 3.79%
% of portfolio
0.6%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$50.22 - $52.54 $903 - $945
18 Added 0.09%
20,581 $1.07 Billion
Q3 2025

Jan 05, 2026
BUY
$50.02 - $53.28 $200 - $213
4 Added 0.02%
20,563 $1.03 Billion
Q2 2025

Aug 13, 2025
BUY
$43.28 - $50.37 $822 - $957
19 Added 0.09%
20,559 $1.04 Billion
Q1 2025

Aug 08, 2025
SELL
$48.02 - $53.02 $1,152 - $1,272
-24 Reduced 0.12%
20,540 $1.02 Billion
Q4 2024

Aug 08, 2025
BUY
$50.53 - $55.55 $1.04 Million - $1.14 Million
20,564 New
20,564 $1.05 Billion

Others Institutions Holding DON

# of Institutions
495
Shares Held
44.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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