Holistic Planning’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Holistic Planning’s Portfolio DON Stock Details DON Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$235K	Hold
2024 Q4	$241K	Sell
2024 Q3	$292K	Hold
2024 Q2	$279K	Hold
2024 Q1	$279K	Sell
2023 Q4	$265K	Buy