PCG Wealth 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
2022 Q4	–	Sell	-81,184	Closed	-$3.06M	–	117
2022 Q3	$3.06M	Buy	81,184 +51,512	+174%	+$1.94M	1.09%	21
2022 Q2	$1.16M	Sell	29,672 -8,758	-23%	-$342K	0.83%	27
2022 Q1	$1.71M	Buy	38,430 +15,909	+71%	+$707K	1.08%	24
2021 Q4	$976K	Buy	+22,521	New	+$976K	0.68%	32