GSB Wealth Management’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	$7.24M	Buy	137,789 +3,194	+2%	+$172K	1.63%	10
2025 Q4	$6.95M	Buy	134,595 +7,611	+6%	+$392K	1.57%	14
2025 Q3	$6.64M	Buy	126,984 +3,835	+3%	+$199K	1.5%	13
2025 Q2	$6.17M	Buy	123,149 +13,642	+12%	+$659K	1.51%	12
2025 Q1	$5.42M	Sell	109,507 -989	-0.9%	-$50.4K	1.43%	13
2024 Q4	$5.63M	Buy	110,496 +5,597	+5%	+$294K	1.45%	13
2024 Q3	$5.36M	Buy	104,899 +13,846	+15%	+$677K	1.37%	13
2024 Q2	$4.26M	Buy	91,053 +5,701	+7%	+$269K	1.16%	19
2024 Q1	$4.16M	Buy	85,352 +6,590	+8%	+$302K	1.17%	18
2023 Q4	$3.6M	Buy	78,762 +4,578	+6%	+$192K	1.11%	19
2023 Q3	$3.04M	Buy	74,184 +12,232	+20%	+$521K	1.02%	23
2023 Q2	$2.61M	Buy	61,952 +25,056	+68%	+$1.02M	0.85%	33
2023 Q1	$1.51M	Buy	36,896 +23,881	+183%	+$1.02M	0.49%	75
2022 Q4	$535K	Buy	+13,015	New	+$538K	0.19%	135