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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	38,896 -10,985	-22%	-$592K	0.03%	379
2025 Q4	$2.57M	Sell	49,881 -1,062	-2%	-$54.7K	0.04%	319
2025 Q3	$2.66M	Buy	50,943 +546	+1%	+$28.3K	0.05%	323
2025 Q2	$2.53M	Sell	50,397 -836	-2%	-$40.4K	0.05%	314
2025 Q1	$2.54M	Buy	51,233 +293	+0.6%	+$14.9K	0.06%	282
2024 Q4	$2.6M	Buy	50,940 +188	+0.4%	+$9.86K	0.06%	290
2024 Q3	$2.59M	Sell	50,752 -638	-1%	-$31.2K	0.07%	247
2024 Q2	$2.4M	Sell	51,390 -193	-0.4%	-$9.12K	0.07%	242
2024 Q1	$2.52M	Buy	51,583 +745	+1%	+$34.2K	0.08%	231
2023 Q4	$2.32M	Buy	50,838 +12,189	+32%	+$511K	0.08%	231
2023 Q3	$1.58M	Buy	38,649 +1,443	+4%	+$61.5K	0.08%	246
2023 Q2	$1.56M	Sell	37,206 -2,188	-6%	-$88.7K	0.08%	270
2023 Q1	$1.61M	Buy	39,394 +65	+0.2%	+$2.76K	0.1%	214
2022 Q4	$1.62M	Sell	39,329 -763	-2%	-$31.6K	0.11%	189
2022 Q3	$1.51M	Sell	40,092 -1,113	-3%	-$45.8K	0.12%	178
2022 Q2	$1.61M	Sell	41,205 -250	-0.6%	-$10.5K	0.13%	168
2022 Q1	$1.84M	Buy	41,455 +608	+1%	+$26.6K	0.13%	168
2021 Q4	$1.81M	Buy	+40,847	New	+$1.78M	0.14%	166