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 Q3	$207K	Buy
2025 Q1	–	Sell
2024 Q4	$203K	Buy
2017 Q2	–	Sell
2017 Q1	$3K	Hold
2016 Q4	$3K	Hold
2016 Q3	$3K	Buy