Insight Advisors’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
2025 Q2	–	Sell	-5,643	Closed	-$279K	–	294
2025 Q1	$279K	Sell	5,643 -9,824	-64%	-$501K	0.05%	228
2024 Q4	$786K	Sell	15,467 -5,869	-28%	-$308K	0.13%	104
2024 Q3	$1.09M	Sell	21,336 -53,353	-71%	-$2.61M	0.19%	86
2024 Q2	$3.49M	Buy	74,689 +11,345	+18%	+$536K	0.63%	24
2024 Q1	$3.09M	Buy	63,344 +16,832	+36%	+$772K	0.59%	27
2023 Q4	$2.13M	Buy	46,512 +18,077	+64%	+$758K	0.45%	34
2023 Q3	$1.16M	Sell	28,435 -2,844	-9%	-$121K	0.27%	63
2023 Q2	$1.32M	Sell	31,279 -1,448	-4%	-$58.7K	0.29%	55
2023 Q1	$1.34M	Buy	32,727 +2,951	+10%	+$125K	0.31%	53
2022 Q4	$1.22M	Sell	29,776 -12,969	-30%	-$536K	0.43%	57
2022 Q3	$1.61M	Buy	42,745 +1,020	+2%	+$42K	0.63%	39
2022 Q2	$1.74M	Buy	41,725 +1,346	+3%	+$56.8K	0.59%	39
2022 Q1	$1.79M	Buy	40,379 +3,837	+11%	+$168K	0.54%	38
2021 Q4	$1.62M	Buy	36,542 +13,321	+57%	+$581K	0.48%	52
2021 Q3	$1.03M	Buy	23,221 +11,991	+107%	+$503K	0.31%	87
2021 Q2	$467K	Buy	11,230 +5,650	+101%	+$239K	0.15%	183
2021 Q1	$235K	Buy	+5,580	New	+$212K	0.07%	293