Brady Family 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
2025
Q3
$839K Hold
2025
Q2
$804K Hold
2025
Q1
$794K Hold
2024
Q4
$817K Hold
2024
Q3
$820K Sell
2024
Q2
$768K Buy
2024
Q1
$797K Buy
2023
Q4
$741K Buy
2023
Q3
$662K Buy
2023
Q2
$676K Buy
2023
Q1
$655K Buy
2022
Q4
$655K Buy