Sowell Financial Services’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
2023 Q2	–	Sell	-7,232	Closed	-$296K	–	620
2023 Q1	$296K	Buy	+7,232	New	+$307K	0.02%	559
2021 Q2	–	Sell	-4,383	Closed	-$189K	–	1083
2021 Q1	$189K	Sell	4,383 -56	-1%	-$2.13K	0.01%	1081
2020 Q4	$155K	Sell	4,439 -226	-5%	-$7.35K	0.01%	955
2020 Q3	$135K	Sell	4,665 -2,220	-32%	-$65.4K	0.01%	869
2020 Q2	$195K	Sell	6,885 -4,868	-41%	-$131K	0.01%	731
2020 Q1	$284K	Sell	11,753 -3,416	-23%	-$115K	0.02%	564
2019 Q4	$577K	Sell	15,169 -1,134	-7%	-$41.9K	0.04%	408
2019 Q3	$592K	Buy	+16,303	New	+$583K	0.05%	362
2019 Q1	$1.12M	Sell	31,385 -387	-1%	-$13.5K	0.13%	179
2018 Q4	$1M	Buy	+31,772	New	+$1.09M	0.14%	156