Lee-Kelleher Wealth Management’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	$9.56M	Buy	190,705 +7,769	+4%	+$389K	6.35%	5
2025 Q1	$9.06M	Buy	182,936 +14,064	+8%	+$696K	6.66%	5
2024 Q4	$8.61M	Buy	+168,872	New	+$8.61M	6.13%	5