Stonebridge Financial Group’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	$18M	Buy	359,764 +23,301	+7%	+$1.17M	1.75%	15
2025 Q1	$16.7M	Buy	336,463 +11,992	+4%	+$594K	1.77%	14
2024 Q4	$16.5M	Buy	+324,471	New	+$16.5M	1.82%	14