Consolidated Planning Corp’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Consolidated Planning Corp’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 Q3	$828K	Sell
2025 Q2	$804K	Buy
2025 Q1	$791K	Buy
2024 Q4	$791K	Sell
2024 Q3	$831K	Sell
2024 Q2	$805K	Sell
2024 Q1	$886K	Sell
2023 Q4	$938K	Sell
2023 Q3	$912K	Sell
2023 Q2	$1.09M	Buy