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Atria Investments’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Atria Investments’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.49M Sell
123,521
-1,260
-1% -$68K 0.07% 299
2025
Q4 		$6.44M Sell
124,781
-4,807
-4% -$248K 0.07% 297
2025
Q3 		$6.78M Buy
129,588
+18,255
+16% +$945K 0.08% 286
2025
Q2 		$5.58M Buy
111,333
+13,144
+13% +$635K 0.07% 347
2025
Q1 		$4.86M Buy
98,189
+5,531
+6% +$282K 0.06% 382
2024
Q4 		$4.72M Buy
92,658
+10,140
+12% +$532K 0.06% 371
2024
Q3 		$4.22M Buy
82,518
+14,577
+21% +$712K 0.05% 409
2024
Q2 		$3.18M Buy
67,941
+3,766
+6% +$178K 0.04% 477
2024
Q1 		$3.13M Buy
64,175
+5,361
+9% +$246K 0.04% 494
2023
Q4 		$2.69M Buy
+58,814
New +$2.47M 0.04% 488

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UBS Group
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LPL Financial
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Jones Financial Companies
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LW
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return