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

Lido Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Sell
253,829
-14,707
-5% -$793K 0.05% 273
2025
Q4 		$14M Sell
268,536
-459
-0.2% -$23.7K 0.06% 267
2025
Q3 		$14.1M Sell
268,995
-8,535
-3% -$442K 0.06% 249
2025
Q2 		$13.9M Sell
277,530
-5,777
-2% -$279K 0.07% 205
2025
Q1 		$14M Sell
283,307
-6,850
-2% -$349K 0.08% 191
2024
Q4 		$14.8M Buy
290,157
+275,561
+1,888% +$14.5M 0.09% 169
2024
Q3 		$746K Sell
14,596
-871
-6% -$42.6K 0.01% 819
2024
Q2 		$723K Sell
15,467
-664
-4% -$31.4K 0.01% 786
2024
Q1 		$787K Buy
16,131
+690
+4% +$31.6K 0.01% 748
2023
Q4 		$706K Sell
15,441
-6,662
-30% -$279K 0.01% 735
2023
Q3 		$905K Sell
22,103
-24
-0.1% -$1.02K 0.01% 571
2023
Q2 		$930K Buy
22,127
+4,709
+27% +$191K 0.01% 559
2023
Q1 		$714K Buy
+17,418
New +$740K 0.01% 562

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