Roxbury Financial’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
2025 Q2	$15.8K	Buy	316 +2	+0.6%	+$100	0.02%	260
2025 Q1	$16.2K	Buy	314 +1	+0.3%	+$52	0.02%	257
2024 Q4	$17.4K	Buy	+313	New	+$17.4K	0.02%	262