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

Source Financial Advisors’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
2024 Q3	$357K	Hold
2024 Q2	$327K	Hold
2024 Q1	$341K	Hold
2023 Q4	$319K	Hold
2023 Q3	$286K	Hold
2023 Q2	$294K	Hold
2023 Q1	$286K	Hold
2022 Q4	$288K	Buy