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

Alpha Omega 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	$291K	Buy
2025 Q2	$278K	Buy
2025 Q1	$270K	Buy
2024 Q4	$246K	Buy
2022 Q3	–	Sell
2022 Q2	$236K	Buy
2022 Q1	$205K	Sell
2021 Q4	$209K	Buy