Willner & Heller, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Willner & Heller, LLC

$134 Million
Q4 2025

A detailed history of Willner & Heller, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Willner & Heller, LLC holds 3,904 shares of DON stock, worth $198,518. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,904

Previous 3,876 0.72%

Holding current value

$198,518

Previous $202,000 1.98%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$50.22 - $52.54 $1,406 - $1,471	28 Added 0.72%	3,904 $198,000
Q3 2025 Oct 16, 2025	BUY	$50.02 - $53.28 $193,877 - $206,513	3,876 New	3,876 $202,000
Q4 2024 Jan 16, 2025	BUY	$50.53 - $55.55 $1,313 - $1,444	26 Added 0.63%	4,143 $211,000
Q3 2024 Oct 10, 2024	BUY	$46.17 - $51.13 $190,081 - $210,502	4,117 New	4,117 $210,000
Q4 2023 Mar 06, 2024	BUY	$38.7 - $46.0 $175,968 - $209,162	4,547 New	4,547 $207,000

Q1 2022 Jul 05, 2022	SELL	$42.12 - $45.3 $247,539 - $266,228	-5,877 Closed	0 $0
Q4 2021 Jun 06, 2022	BUY	$41.76 - $45.13 $245,423 - $265,229	5,877 New	5,877 $244,000

Others Institutions Holding DON

# of Institutions

495

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Willner & Heller, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History