Strategic Wealth Partners’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
2019 Q1	–	Sell	-1,697	Closed	-$59K	–	776
2018 Q4	$59K	Sell	1,697 -326	-16%	-$11.3K	0.03%	214
2018 Q3	$75K	Hold	2,023	–	–	0.04%	201
2018 Q2	$72K	Buy	2,023 +47	+2%	+$1.67K	0.04%	225
2018 Q1	$67K	Buy	+1,976	New	+$67K	0.03%	220