Caldwell Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Caldwell Trust’s Portfolio DON Stock Details DON Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34K	Hold
2025 Q2	$32.6K	Hold
2025 Q1	$32.2K	Hold
2024 Q4	$33.1K	Hold
2024 Q3	$33.2K	Hold
2024 Q2	$30.4K	Hold
2024 Q1	$31.7K	Buy
2020 Q2	–	Sell
2020 Q1	$152K	Hold
2019 Q4	$240K	Buy