Curi Wealth Management’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
2022 Q3	–	Sell	-600	Closed	-$23K	–	327
2022 Q2	$23K	Sell	600 -458	-43%	-$17.6K	﹤0.01%	291
2022 Q1	$47K	Buy	+1,058	New	+$47K	0.01%	221