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

Concurrent Investment Advisors’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Buy
2025 Q1	$1.5M	Buy
2024 Q4	$338K	Buy
2024 Q3	$272K	Buy
2024 Q2	$224K	Buy