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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$584K	Sell	11,339 -55,277	-83%	-$2.67M	0.01%	845
2025 Q1	$3.3M	Sell	66,616 -2,295	-3%	-$117K	0.04%	462
2024 Q4	$3.51M	Sell	68,911 -3,137	-4%	-$165K	0.04%	455
2024 Q3	$3.68M	Sell	72,048 -1,880	-3%	-$91.9K	0.04%	428
2024 Q2	$3.46M	Buy	73,928 +1,420	+2%	+$67.1K	0.04%	440
2024 Q1	$3.54M	Sell	72,508 -8,643	-11%	-$396K	0.04%	444
2023 Q4	$3.71M	Buy	81,151 +3,449	+4%	+$145K	0.05%	392
2023 Q3	$3.18M	Sell	77,702 -3,346	-4%	-$143K	0.04%	418
2023 Q2	$3.41M	Sell	81,048 -165	-0.2%	-$6.69K	0.05%	394
2023 Q1	$3.33M	Buy	81,213 +1,912	+2%	+$81.3K	0.05%	377
2022 Q4	$3.26M	Sell	79,301 -1,516	-2%	-$62.7K	0.05%	360
2022 Q3	$3.04M	Buy	80,817 +3,188	+4%	+$131K	0.05%	341
2022 Q2	$3.03M	Buy	77,629 +2,136	+3%	+$90.1K	0.06%	337
2022 Q1	$3.35M	Buy	+75,493	New	+$3.3M	0.06%	338