Kelleher Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Kelleher Financial Advisors’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 Q3	$71.8K	Buy
2018 Q4	$265K	Hold
2018 Q3	$309K	Buy
2018 Q2	–	Sell
2018 Q1	$288K	Sell
2017 Q4	$323K	Buy