APWA

Atlas Private Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,084	Closed	-$461K	–	121
2023 Q4	$461K	Buy	10,084 +2,480	+33%	+$113K	0.09%	86
2023 Q3	$311K	Buy	7,604 +2,780	+58%	+$114K	0.06%	140
2023 Q2	$203K	Buy	+4,824	New	+$203K	0.04%	173