EWM
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Evermay Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Evermay Wealth Management’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
2024
Q2 		– Sell
-570
Closed -$27.8K – 616
2024
Q1 		$27.8K Sell
570
-1,857
-77% -$85.2K ﹤0.01% 399
2023
Q4 		$111K Sell
2,427
-436
-15% -$18.3K 0.02% 246
2023
Q3 		$117K Buy
2,863
+928
+48% +$39.6K 0.02% 217
2023
Q2 		$81.4K Hold
1,935
– – 0.02% 259
2023
Q1 		$79.3K Hold
1,935
– – 0.02% 258
2022
Q4 		$79.6K Hold
1,935
– – 0.02% 246
2022
Q3 		$73K Hold
1,935
– – 0.01% 248
2022
Q2 		$75K Hold
1,935
– – 0.01% 241
2022
Q1 		$86K Hold
1,935
– – 0.01% 263
2021
Q4 		$86K Hold
1,935
– – 0.02% 233
2021
Q3 		$80K Hold
1,935
– – 0.02% 230
2021
Q2 		$81K Buy
+1,935
New +$81.9K 0.02% 235

Other funds holding DON

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return