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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Sell
2025 Q1	$374K	Buy
2024 Q4	$232K	Buy