Evoke Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,227	Closed	-$216K	–	441
2024 Q3	$216K	Buy	+4,227	New	+$207K	0.01%	383
2024 Q2	–	Sell	-4,227	Closed	-$206K	–	181
2024 Q1	$206K	Buy	+4,227	New	+$194K	0.01%	377
2022 Q4	–	Sell	-4,227	Closed	-$159K	–	578
2022 Q3	$159K	Hold	4,227	–	–	0.01%	359
2022 Q2	$165K	Hold	4,227	–	–	0.01%	339
2022 Q1	$188K	Hold	4,227	–	–	0.01%	365
2021 Q4	$188K	Buy	4,227 +1	+0%	+$44	0.01%	374
2021 Q3	$175K	Sell	4,226 -1	-0%	-$42	0.01%	358
2021 Q2	$177K	Hold	4,227	–	–	0.01%	373
2021 Q1	$171K	Buy	4,227 +1	+0%	+$38	0.01%	324
2020 Q4	$147K	Hold	4,226	–	–	0.01%	261
2020 Q3	$122K	Hold	4,226	–	–	0.01%	258
2020 Q2	$120K	Sell	4,226 -1	-0%	-$27	0.01%	249
2020 Q1	$102K	Buy	+4,227	New	+$142K	0.01%	257
2019 Q4	–	Sell	-4,226	Closed	-$153K	–	1299
2019 Q3	$153K	Buy	+4,226	New	+$151K	0.02%	305