SOA Wealth Advisors’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
2026 Q1	$7.22K	Sell	137 -627	-82%	-$33.8K	﹤0.01%	627
2025 Q4	$39.4K	Buy	764 +5	+0.7%	+$258	0.01%	404
2025 Q3	$39.7K	Buy	759 +5	+0.7%	+$259	0.01%	407
2025 Q2	$37.8K	Buy	754 +5	+0.7%	+$241	0.01%	410
2025 Q1	$37.1K	Buy	749 +4	+0.5%	+$204	0.01%	385
2024 Q4	$38K	Buy	745 +4	+0.5%	+$210	0.01%	365
2024 Q3	$37.9K	Buy	741 +4	+0.5%	+$195	0.01%	367
2024 Q2	$34.5K	Sell	737 -292	-28%	-$13.8K	0.01%	362
2024 Q1	$50.2K	Buy	1,029 +5	+0.5%	+$229	0.01%	303
2023 Q4	$46.8K	Buy	1,024 +7	+0.7%	+$294	0.01%	302
2023 Q3	$41.6K	Buy	1,017 +7	+0.7%	+$298	0.01%	308
2023 Q2	$42.5K	Buy	1,010 +7	+0.7%	+$284	0.01%	313
2023 Q1	$41.1K	Buy	1,003 +5	+0.5%	+$213	0.01%	307
2022 Q4	$41K	Buy	998 +10	+1%	+$414	0.01%	304
2022 Q3	$37K	Buy	988 +8	+0.8%	+$329	0.01%	298
2022 Q2	$38K	Buy	980 +7	+0.7%	+$295	0.01%	296
2022 Q1	$43K	Buy	973 +6	+0.6%	+$262	0.01%	331
2021 Q4	$42K	Buy	967 +4	+0.4%	+$175	0.01%	319
2021 Q3	$39K	Buy	963 +5	+0.5%	+$210	0.01%	336
2021 Q2	$40K	Buy	958 +4	+0.4%	+$169	0.01%	337
2021 Q1	$38K	Buy	954 +1	+0.1%	+$38	0.01%	300
2020 Q4	$36K	Buy	+953	New	+$31K	0.01%	304