Personal CFO Solutions’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
2024 Q4	–	Sell	-11,464	Closed	-$586K	–	495
2024 Q3	$586K	Sell	11,464 -2,000	-15%	-$97.8K	0.08%	228
2024 Q2	$630K	Hold	13,464	–	–	0.1%	201
2024 Q1	$657K	Buy	13,464 +3,724	+38%	+$171K	0.1%	200
2023 Q4	$445K	Hold	9,740	–	–	0.08%	257
2023 Q3	$399K	Sell	9,740 -314	-3%	-$13.4K	0.08%	251
2023 Q2	$423K	Buy	10,054 +500	+5%	+$20.3K	0.09%	243
2023 Q1	$392K	Buy	9,554 +1,157	+14%	+$49.2K	0.08%	245
2022 Q4	$345K	Buy	8,397 +1,429	+21%	+$59.1K	0.07%	264
2022 Q3	$262K	Sell	6,968 -28	-0.4%	-$1.15K	0.07%	283
2022 Q2	$273K	Buy	6,996 +564	+9%	+$23.8K	0.06%	292
2022 Q1	$286K	Sell	6,432 -19	-0.3%	-$831	0.06%	346
2021 Q4	$286K	Buy	6,451 +76	+1%	+$3.32K	0.05%	337
2021 Q3	$264K	Hold	6,375	–	–	0.05%	338
2021 Q2	$267K	Sell	6,375 -529	-8%	-$22.4K	0.05%	326
2021 Q1	$279K	Hold	6,904	–	–	0.06%	281
2020 Q4	$240K	Sell	6,904 -2,017	-23%	-$65.6K	0.06%	306
2020 Q3	$0	Sell	8,921 -33,682	-79%	-$992K	﹤0.01%	187
2020 Q2	$1.21M	Buy	42,603 +3,838	+10%	+$104K	0.36%	66
2020 Q1	$937K	Sell	38,765 -7,193	-16%	-$242K	0.34%	68
2019 Q4	$1.76M	Buy	45,958 +19,699	+75%	+$729K	0.5%	32
2019 Q3	$953K	Buy	+26,259	New	+$939K	0.38%	64