Holos Integrated Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Buy	20,559 +19	+0.1%	+$963	0.63%	23
2025 Q1	$1.02M	Sell	20,540 -24	-0.1%	-$1.19K	0.67%	25
2024 Q4	$1.05M	Buy	+20,564	New	+$1.05M	0.72%	24