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Milestone Asset Management Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Milestone Asset Management Group’s Portfolio DON Stock Details DON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$525K Sell
10,482
-6,819
-39% -$342K 0.39% 63
2025
Q1 		$867K Buy
17,301
+10,357
+149% +$519K 0.78% 40
2024
Q4 		$354K Buy
+6,944
New +$354K 0.32% 70