BIP Wealth’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	$2.06M	Sell	39,301 -6,965	-15%	-$376K	0.08%	132
2025 Q4	$2.39M	Sell	46,266 -856	-2%	-$44.1K	0.08%	138
2025 Q3	$2.46M	Buy	47,122 +146	+0.3%	+$7.56K	0.12%	77
2025 Q2	$2.35M	Sell	46,976 -5,842	-11%	-$282K	0.15%	65
2025 Q1	$2.62M	Sell	52,818 -687	-1%	-$35K	0.17%	61
2024 Q4	$2.73M	Sell	53,505 -1,825	-3%	-$95.7K	0.18%	56
2024 Q3	$2.83M	Buy	55,330 +4,857	+10%	+$237K	0.19%	54
2024 Q2	$2.36M	Sell	50,473 -12,238	-20%	-$578K	0.19%	53
2024 Q1	$3.06M	Sell	62,711 -1,136	-2%	-$52.1K	0.22%	49
2023 Q4	$2.92M	Buy	63,847 +3,849	+6%	+$161K	0.23%	48
2023 Q3	$2.46M	Sell	59,998 -11,962	-17%	-$510K	0.23%	45
2023 Q2	$3.03M	Sell	71,960 -4,387	-6%	-$178K	0.25%	44
2023 Q1	$3.13M	Buy	+76,347	New	+$3.24M	0.34%	44