Sweet Financial Partners’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
2024 Q3	$1.57M	Buy	30,765 +4	+0%	+$195	0.34%	64
2024 Q2	$1.44M	Sell	30,761 -1,426	-4%	-$67.4K	0.33%	64
2024 Q1	$1.57M	Sell	32,187 -176	-0.5%	-$8.07K	0.36%	62
2023 Q4	$1.48M	Buy	32,363 +5	+0%	+$210	0.35%	60
2023 Q3	$1.33M	Buy	32,358 +4	+0%	+$171	0.35%	61
2023 Q2	$1.36M	Buy	32,354 +5	+0%	+$203	0.36%	60
2023 Q1	$1.33M	Buy	32,349 +4	+0%	+$170	0.37%	52
2022 Q4	$1.33M	Sell	32,345 -491	-1%	-$20.3K	0.39%	40
2022 Q3	$1.24M	Sell	32,836 -880	-3%	-$36.2K	0.39%	34
2022 Q2	$1.31M	Sell	33,716 -1,133	-3%	-$47.8K	0.41%	34
2022 Q1	$1.55M	Buy	34,849 +936	+3%	+$40.9K	0.41%	32
2021 Q4	$1.5M	Buy	+33,913	New	+$1.48M	0.62%	22