GYL Financial Synergies’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 Q3	$1.46M	Hold	28,492	–	–	0.11%	162
2024 Q2	$1.33M	Buy	28,492 +284	+1%	+$13.4K	0.1%	167
2024 Q1	$1.38M	Hold	28,208	–	–	0.11%	159
2023 Q4	$1.29M	Buy	28,208 +1,143	+4%	+$48K	0.11%	163
2023 Q3	$1.11M	Hold	27,065	–	–	0.11%	168
2023 Q2	$1.14M	Hold	27,065	–	–	0.1%	166
2023 Q1	$1.11M	Hold	27,065	–	–	0.13%	121
2022 Q4	$1.11M	Buy	27,065 +463	+2%	+$19.1K	0.24%	67
2022 Q3	$1M	Buy	26,602 +576	+2%	+$23.7K	0.27%	56
2022 Q2	$1.01M	Hold	26,026	–	–	0.28%	55
2022 Q1	$1.16M	Sell	26,026 -912	-3%	-$39.9K	0.28%	46
2021 Q4	$1.2M	Hold	26,938	–	–	0.32%	51
2021 Q3	$1.12M	Sell	26,938 -121	-0.4%	-$5.08K	0.57%	37
2021 Q2	$1.14M	Hold	27,059	–	–	0.59%	35
2021 Q1	$1.09M	Hold	27,059	–	–	0.6%	33
2020 Q4	$942K	Sell	27,059 -3,976	-13%	-$129K	0.54%	37
2020 Q3	$898K	Sell	31,035 -2,157	-6%	-$63.6K	0.59%	32
2020 Q2	$941K	Sell	33,192 -4,663	-12%	-$126K	0.68%	31
2020 Q1	$915K	Buy	37,855 +1,977	+6%	+$66.6K	0.58%	35
2019 Q4	$1.36M	Buy	35,878 +858	+2%	+$31.7K	0.6%	28
2019 Q3	$1.27M	Buy	35,020 +4,329	+14%	+$155K	0.63%	29
2019 Q2	$1.11M	Sell	30,691 -73	-0.2%	-$2.62K	0.59%	34
2019 Q1	$1.1M	Sell	30,764 -31	-0.1%	-$1.08K	0.62%	30
2018 Q4	$974K	Buy	+30,795	New	+$1.06M	0.71%	29