Waverly Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Waverly Advisors’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 Q2	$915K	Sell
2025 Q1	$916K	Hold
2024 Q4	$943K	Sell
2024 Q3	$989K	Sell
2024 Q2	$914K	Sell
2024 Q1	$965K	Buy
2015 Q4	–	Sell
2015 Q3	$4K	Buy
2013 Q4	–	Sell
2013 Q3	$18K	Buy