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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$459K	Sell	9,157 -899	-9%	-$45.1K	0.01%	488
2025 Q1	$498K	Sell	10,056 -188,906	-95%	-$9.35M	0.02%	423
2024 Q4	$10.1M	Buy	198,962 +391	+0.2%	+$19.9K	0.38%	62
2024 Q3	$10.2M	Buy	+198,571	New	+$10.2M	0.62%	34