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Perigon Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Perigon Wealth Management’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
Q4 		– Sell
-3,951
Closed -$207K – 1325
2025
Q3 		$207K Buy
+3,951
New +$205K ﹤0.01% 1152
2025
Q1 		– Sell
-3,906
Closed -$203K – 1047
2024
Q4 		$203K Buy
+3,906
New +$205K 0.01% 976
2017
Q2 		– Sell
-84
Closed -$3K – 589
2017
Q1 		$3K Hold
84
– – ﹤0.01% 585
2016
Q4 		$3K Hold
84
– – ﹤0.01% 672
2016
Q3 		$3K Buy
+84
New +$2.55K ﹤0.01% 588

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LW
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UBS Group
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Creative Planning
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return