Goldstone Financial Group’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
2026 Q1	$8.49M	Sell	161,651 -43,257	-21%	-$2.33M	0.92%	29
2025 Q4	$10.6M	Buy	204,908 +12,463	+6%	+$642K	1.18%	26
2025 Q3	$10.1M	Buy	192,445 +18,096	+10%	+$937K	1.19%	26
2025 Q2	$9M	Buy	174,349 +7,328	+4%	+$354K	1.19%	26
2025 Q1	$8.27M	Buy	167,021 +6,681	+4%	+$341K	1.25%	24
2024 Q4	$8.17M	Buy	160,340 +11,539	+8%	+$605K	1.28%	24
2024 Q3	$7.61M	Buy	148,801 +22,797	+18%	+$1.11M	1.32%	23
2024 Q2	$5.89M	Buy	126,004 +20,435	+19%	+$966K	1.18%	23
2024 Q1	$5.15M	Buy	105,569 +5,849	+6%	+$268K	1.18%	23
2023 Q4	$4.56M	Buy	99,720 +32,768	+49%	+$1.37M	1.18%	24
2023 Q3	$2.74M	Buy	66,952 +14,195	+27%	+$605K	0.81%	30
2023 Q2	$2.22M	Buy	52,757 +14,396	+38%	+$584K	0.65%	32
2023 Q1	$1.57M	Buy	+38,361	New	+$1.63M	0.52%	36