Modern Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Modern Wealth Management’s Portfolio DON Stock Details DON Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$444K	Sell
2025 Q2	$459K	Sell
2025 Q1	$498K	Sell
2024 Q4	$10.1M	Buy
2024 Q3	$10.2M	Buy