Larson Financial 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
2025 Q2	$2.58M	Buy	51,554 +7,930	+18%	+$397K	0.1%	181
2025 Q1	$2.16M	Buy	43,624 +12,631	+41%	+$625K	0.1%	176
2024 Q4	$1.58M	Buy	30,993 +837	+3%	+$42.7K	0.08%	196
2024 Q3	$1.54M	Buy	30,156 +1,063	+4%	+$54.4K	0.09%	188
2024 Q2	$1.36M	Buy	+29,093	New	+$1.36M	0.09%	169