IAA
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Independent Advisor Alliance’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Advisor Alliance’s Portfolio DON Stock Details DON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-61,641
Closed -$3.14M – 921
2024
Q4 		$3.14M Buy
+61,641
New +$3.14M 0.04% 389
2017
Q2 		– Sell
-73,800
Closed -$7.12M – 264
2017
Q1 		$7.12M Buy
+73,800
New +$7.12M 1.13% 20