Cascade Financial Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Cascade Financial Partners’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	$4.55M	Sell
2025 Q2	$4.45M	Sell
2025 Q1	$4.59M	Sell
2024 Q4	$4.77M	Buy
2024 Q3	$4.75M	Buy
2024 Q2	$4.31M	Sell
2024 Q1	$4.28M	Buy