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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,540	Closed	-$571K	–	269
2025 Q1	$571K	Sell	11,540 -981	-8%	-$48.6K	0.11%	185
2024 Q4	$638K	Buy	+12,521	New	+$638K	0.12%	168