BMWS

Brady Martz Wealth Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.75M	Sell	54,885 -1,166	-2%	-$58.4K	0.53%	45
2025 Q1	$2.78M	Buy	56,051 +209	+0.4%	+$10.4K	0.63%	40
2024 Q4	$2.86M	Buy	+55,842	New	+$2.86M	0.69%	38