Omni 360 Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Omni 360 Wealth’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	$1.34M	Buy
2025 Q2	$1.26M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$1.19M	Buy
2024 Q3	$1.12M	Sell
2024 Q2	$1.03M	Buy
2024 Q1	$1M	Buy
2023 Q4	$768K	Buy