Farrell Financial’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 Q1	–	Sell	-3,959	Closed	-$202K	–	65
2024 Q4	$202K	Sell	3,959 -40	-1%	-$2.04K	0.14%	64
2024 Q3	$214K	Buy	+3,999	New	+$214K	0.15%	64
2024 Q2	–	Sell	-4,211	Closed	-$205K	–	68
2024 Q1	$205K	Buy	+4,211	New	+$205K	0.17%	67