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

Corient Private Wealth’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 		$3.12M Sell
59,462
-294,977
-83% -$15.9M ﹤0.01% 1036
2025
Q4 		$18.4M Buy
354,439
+318,077
+875% +$16.4M 0.01% 583
2025
Q3 		$1.9M Sell
36,362
-2,803
-7% -$145K ﹤0.01% 1084
2025
Q2 		$1.96M Buy
39,165
+2,190
+6% +$106K ﹤0.01% 1050
2025
Q1 		$1.83M Buy
36,975
+600
+2% +$30.6K ﹤0.01% 1009
2024
Q4 		$1.85M Hold
36,375
– – ﹤0.01% 1035
2024
Q3 		$1.86M Sell
36,375
-415
-1% -$20.3K ﹤0.01% 1134
2024
Q2 		$1.72M Sell
36,790
-1
-0% -$47 ﹤0.01% 1093
2024
Q1 		$1.79M Sell
36,791
-2,968
-7% -$136K ﹤0.01% 1071
2023
Q4 		$1.82M Buy
39,759
+1,864
+5% +$78.2K ﹤0.01% 1048
2023
Q3 		$1.55M Buy
+37,895
New +$1.62M ﹤0.01% 1013

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