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Regent Peak Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-488
Closed -$17K – 361
2020
Q4 		$17K Buy
+488
New +$17K 0.01% 479