New Insight Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

New Insight Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Sell
2025 Q1	$629K	Buy
2024 Q4	$601K	Buy
2024 Q3	$419K	Sell
2024 Q2	$389K	Sell
2024 Q1	$411K	Buy
2023 Q4	$355K	Buy