NorthRock Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

NorthRock Partners’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 Q3	$303K	Sell
2025 Q2	$347K	Buy
2025 Q1	$152K	Buy
2024 Q4	$39.7K	Buy
2024 Q3	$39.7K	Buy
2024 Q2	$36.3K	Buy
2019 Q4	–	Sell
2019 Q3	$217K	Buy