Crux Wealth 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
2025 Q2	$225K	Buy	4,498 +31	+0.7%	+$1.55K	0.1%	156
2025 Q1	$221K	Buy	4,467 +23	+0.5%	+$1.14K	0.12%	162
2024 Q4	$227K	Buy	+4,444	New	+$227K	0.13%	139