Defined Financial Planning’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	$3.29M	Buy	65,375 +11,087	+20%	+$559K	2.93%	11
2025 Q1	$2.69M	Buy	54,288 +3,291	+6%	+$163K	2.73%	12
2024 Q4	$2.6M	Buy	+50,997	New	+$2.6M	2.78%	12