Rockport Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Rockport Wealth’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$678K	Sell
2025 Q2	$715K	Sell
2025 Q1	$839K	Sell
2024 Q4	$876K	Sell
2024 Q3	$885K	Sell
2024 Q2	$855K	Sell
2024 Q1	$903K	Buy