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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.53M	Buy	48,112 +1,453	+3%	+$78.4K	1.16%	26
2025 Q4	$2.41M	Buy	46,659 +3,041	+7%	+$157K	1.16%	26
2025 Q3	$2.28M	Buy	43,618 +2,278	+6%	+$118K	1.22%	20
2025 Q2	$2.07M	Buy	41,340 +1,336	+3%	+$64.5K	1.06%	29
2025 Q1	$1.98M	Buy	40,004 +8,241	+26%	+$420K	1.17%	24
2024 Q4	$1.62M	Buy	31,763 +2,635	+9%	+$138K	0.95%	29
2024 Q3	$1.49M	Buy	29,128 +10,144	+53%	+$496K	0.91%	31
2024 Q2	$888K	Buy	18,984 +8,120	+75%	+$384K	0.59%	46
2024 Q1	$530K	Buy	10,864 +1,705	+19%	+$78.2K	0.34%	64
2023 Q4	$418K	Buy	9,159 +3,497	+62%	+$147K	0.3%	69
2023 Q3	$232K	Buy	5,662 +380	+7%	+$16.2K	0.17%	101
2023 Q2	$222K	Buy	+5,282	New	+$214K	0.15%	110