Strategic Financial Concepts’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Strategic Financial Concepts’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
2025 Q3	–	Sell
2025 Q2	$319K	Sell
2025 Q1	$325K	Buy
2024 Q4	$332K	Sell
2024 Q3	$339K	Sell
2024 Q2	$20.7K	Buy
2024 Q1	$363K	Buy
2023 Q4	–	Sell
2023 Q3	$338K	Buy
2023 Q2	$200K	Buy