BFA
DON icon

Beacon Financial Advisory’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Beacon Financial Advisory’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Sell
6,245
-1,309
-17% -$65.6K 0.08% 266
2025
Q1 		$374K Buy
7,554
+2,995
+66% +$148K 0.11% 203
2024
Q4 		$232K Buy
+4,559
New +$232K 0.08% 266