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

Exencial Wealth Advisors’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
2025 Q3	$759K	Sell
2025 Q2	$748K	Sell
2025 Q1	$845K	Sell
2024 Q4	$871K	Sell
2024 Q3	$941K	Sell
2024 Q2	$863K	Sell
2024 Q1	$911K	Sell
2023 Q4	$871K	Buy
2023 Q3	$750K	Sell
2023 Q2	$957K	Buy