Kiely Wealth Advisory Group’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
2024
Q4
$1.51M Buy
29,296
+22,362
+322% +$1.15M 0.97% 12
2024
Q3
$373K Buy
+6,934
New +$373K 0.24% 31