BankPlus Trust Department’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	$177K	Hold	3,534	–	–	0.05%	164
2025 Q1	$175K	Sell	3,534 -139	-4%	-$6.88K	0.06%	147
2024 Q4	$187K	Buy	+3,673	New	+$187K	0.06%	145