Synergy Investment Management’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	–	Sell	-1,079	Closed	-$53.4K	–	202
2025 Q1	$53.4K	Buy	1,079 +79	+8%	+$3.91K	0.02%	226
2024 Q4	$51K	Buy	+1,000	New	+$51K	0.02%	237