Long Run Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.98M	Buy	115,814 +3,978	+4%	+$205K	1.13%	23
2025 Q3	$5.85M	Buy	111,836 +4,927	+5%	+$255K	1.15%	23
2025 Q2	$5.36M	Buy	106,909 +2,322	+2%	+$112K	1.12%	24
2025 Q1	$5.18M	Buy	104,587 +17,870	+21%	+$911K	1.17%	23
2024 Q4	$4.42M	Sell	86,717 -2,447	-3%	-$128K	1.06%	27
2024 Q3	$4.56M	Sell	89,164 -2,146	-2%	-$105K	1.07%	25
2024 Q2	$4.27M	Sell	91,310 -1,104	-1%	-$52.2K	1.08%	25
2024 Q1	$4.51M	Buy	92,414 +1,633	+2%	+$74.9K	1.19%	24
2023 Q4	$4.15M	Sell	90,781 -4,264	-4%	-$179K	1.2%	24
2023 Q3	$3.89M	Buy	95,045 +3,977	+4%	+$170K	1.26%	23
2023 Q2	$3.83M	Buy	91,068 +15,927	+21%	+$646K	1.22%	24
2023 Q1	$3.08M	Buy	75,141 +733	+1%	+$31.2K	1.05%	27
2022 Q4	$3.06M	Buy	74,408 +5,333	+8%	+$221K	1.1%	28
2022 Q3	$2.6M	Buy	69,075 +2,173	+3%	+$89.5K	1.03%	29
2022 Q2	$2.61M	Sell	66,902 -220	-0.3%	-$9.28K	1.01%	28
2022 Q1	$2.98M	Buy	67,122 +8,375	+14%	+$366K	1.04%	28
2021 Q4	$2.61M	Buy	+58,747	New	+$2.56M	0.91%	32