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Costello Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Costello Asset Management’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16K Buy
320
+198
+162% +$9.91K 0.01% 408
2025
Q1 		$6.04K Buy
122
+1
+0.8% +$49 ﹤0.01% 511
2024
Q4 		$6.18K Sell
121
-2,601
-96% -$133K ﹤0.01% 161
2024
Q3 		$139K Buy
+2,722
New +$139K 0.09% 71