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Founders Grove Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Founders Grove Wealth Partners’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 		$3.01M Sell
60,011
-2,104
-3% -$105K 0.75% 33
2025
Q1 		$3.08M Sell
62,115
-625
-1% -$31K 0.86% 31
2024
Q4 		$3.2M Buy
+62,740
New +$3.2M 0.93% 30