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Envision Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Envision Financial’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 		$2.01M Sell
40,032
-991
-2% -$49.7K 1.34% 24
2025
Q1 		$2.03M Sell
41,023
-497
-1% -$24.6K 1.53% 21
2024
Q4 		$2.12M Buy
+41,520
New +$2.12M 1.7% 19