Invenio Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Invenio Wealth Partners’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	–	Sell
2025 Q1	$9.9M	Buy
2024 Q4	$9.74M	Sell
2024 Q3	$11M	Sell
2024 Q2	$11M	Buy
2024 Q1	$10.8M	Buy
2023 Q4	$7.6M	Buy
2023 Q3	$6.35M	Buy
2023 Q2	$6.32M	Buy