Holos Integrated Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Holos Integrated 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
2025 Q2	$1.04M	Buy
2025 Q1	$1.02M	Sell
2024 Q4	$1.05M	Buy