Northern Financial Advisors’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	$206K	Buy	4,118 +27	+0.7%	+$1.35K	0.15%	105
2025 Q1	$203K	Buy	4,091 +22	+0.5%	+$1.09K	0.17%	104
2024 Q4	$207K	Buy	4,069 +25	+0.6%	+$1.27K	0.17%	107
2024 Q3	$207K	Buy	+4,044	New	+$207K	0.16%	103