Claro Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,619	Closed	-$274K	–	436
2024 Q1	$274K	Sell	5,619 -38	-0.7%	-$1.85K	0.05%	340
2023 Q4	$258K	Buy	+5,657	New	+$258K	0.06%	312
2019 Q1	–	Sell	-450	Closed	-$17K	–	346
2018 Q4	$17K	Buy	+450	New	+$17K	0.01%	577