Surevest’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Surevest’s Portfolio DON Stock Details DON Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$316K	Sell
2019 Q4	$3.83M	Sell
2019 Q3	$4.15M	Buy
2019 Q2	$4.1M	Buy
2019 Q1	$3.29M	Buy
2018 Q4	$2.74M	Buy