Meridian Wealth Management’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
2026 Q1	$4.37M	Sell	83,196 -1,142	-1%	-$61.6K	0.16%	127
2025 Q4	$4.35M	Buy	84,338 +1,321	+2%	+$68.1K	0.15%	119
2025 Q3	$4.34M	Buy	83,017 +770	+0.9%	+$39.9K	0.17%	117
2025 Q2	$4.12M	Buy	82,247 +1,465	+2%	+$70.7K	0.18%	119
2025 Q1	$4M	Buy	80,782 +605	+0.8%	+$30.8K	0.19%	119
2024 Q4	$4.09M	Buy	80,177 +1,965	+3%	+$103K	0.19%	112
2024 Q3	$4M	Buy	78,212 +7,500	+11%	+$367K	0.2%	115
2024 Q2	$3.31M	Buy	+70,712	New	+$3.34M	0.4%	60
2024 Q1	–	Sell	-64,909	Closed	-$2.97M	–	276
2023 Q4	$2.97M	Buy	+64,909	New	+$2.72M	0.19%	125
2021 Q4	–	Sell	-5,706	Closed	-$237K	–	405
2021 Q3	$237K	Buy	+5,706	New	+$240K	0.03%	350