Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kovitz Investment Group Partners’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,353
Closed -$265K – 1361
2025
Q1 		$265K Sell
5,353
-386
-7% -$19.1K ﹤0.01% 1088
2024
Q4 		$293K Buy
+5,739
New +$293K ﹤0.01% 1041