Peak Planning Group’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
2025 Q1	–	Sell	-4,443	Closed	-$226K	–	125
2024 Q4	$226K	Sell	4,443 -200	-4%	-$10.5K	0.09%	107
2024 Q3	$237K	Buy	4,643 +21	+0.5%	+$1.03K	0.1%	101
2024 Q2	$216K	Buy	4,622 +23	+0.5%	+$1.09K	0.11%	100
2024 Q1	$224K	Buy	4,599 +38	+0.8%	+$1.74K	0.14%	71
2023 Q4	$208K	Buy	+4,561	New	+$191K	0.15%	69
2023 Q3	–	Sell	-4,821	Closed	-$203K	–	74
2023 Q2	$203K	Buy	+4,821	New	+$196K	0.15%	77
2021 Q4	$243K	Sell	5,486 -185	-3%	-$8.07K	0.18%	74
2021 Q3	$235K	Buy	+5,671	New	+$238K	0.2%	71
2021 Q1	$256K	Buy	6,340 +145	+2%	+$5.51K	0.25%	65
2020 Q4	$216K	Buy	+6,195	New	+$201K	0.25%	60