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One Charles Private Wealth Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

One Charles Private Wealth Services’s Portfolio DON Stock Details DON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-56,791
Closed -$2.16M – 31
2019
Q4 		$2.16M Buy
+56,791
New +$2.16M 1.42% 16