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Portland Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Portland Financial Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Hold
5,139
– – 0.62% 58
2025
Q1 		$254K Hold
5,139
– – 0.65% 56
2024
Q4 		$262K Buy
+5,139
New +$262K 0.7% 51