RVW Wealth’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 Q4	–	Sell	-4,428	Closed	-$232K	–	184
2025 Q3	$232K	Hold	4,428	–	–	0.02%	161
2025 Q2	$222K	Hold	4,428	–	–	0.02%	159
2025 Q1	$219K	Hold	4,428	–	–	0.02%	155
2024 Q4	$226K	Sell	4,428 -300	-6%	-$15.7K	0.02%	136
2024 Q3	$242K	Hold	4,728	–	–	0.02%	134
2024 Q2	$221K	Hold	4,728	–	–	0.02%	136
2024 Q1	$231K	Sell	4,728 -925	-16%	-$42.4K	0.02%	132
2023 Q4	$258K	Hold	5,653	–	–	0.03%	121
2023 Q3	$232K	Hold	5,653	–	–	0.03%	124
2023 Q2	$238K	Sell	5,653 -300	-5%	-$12.2K	0.03%	139
2023 Q1	$244K	Hold	5,953	–	–	0.03%	129
2022 Q4	$245K	Hold	5,953	–	–	0.03%	134
2022 Q3	$224K	Hold	5,953	–	–	0.03%	119
2022 Q2	$232K	Hold	5,953	–	–	0.03%	118
2022 Q1	$264K	Sell	5,953 -1,171	-16%	-$51.2K	0.03%	115
2021 Q4	$316K	Buy	+7,124	New	+$311K	0.04%	108
2021 Q3	–	Sell	-7,124	Closed	–	–	95
2021 Q2	$0	Hold	7,124	–	–	﹤0.01%	86
2021 Q1	$1M	Sell	7,124 -87	-1%	-$3.31K	0.13%	68
2020 Q4	$1M	Hold	7,211	–	–	0.15%	62
2020 Q3	$209K	Sell	7,211 -584	-7%	-$17.2K	0.04%	93
2020 Q2	$221K	Sell	7,795 -16,885	-68%	-$456K	0.04%	88
2020 Q1	$596K	Sell	24,680 -26,803	-52%	-$902K	0.14%	69
2019 Q4	$1.96M	Hold	51,483	–	–	0.43%	36
2019 Q3	$1.87M	Buy	+51,483	New	+$1.84M	0.44%	36