AWM
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Aprio Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Aprio Wealth Management’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,769
Closed -$254K – 54
2020
Q3 		$254K Sell
8,769
-110
-1% -$3.19K 0.18% 58
2020
Q2 		$252K Buy
+8,879
New +$252K 0.24% 54