Team Financial Group’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
2025
Q3
$790K Sell
2025
Q2
$778K Sell
2025
Q1
$923K Sell
2024
Q4
$2.72M Sell
2024
Q3
$4.16M Sell
2024
Q2
$4.37M Buy
2024
Q1
$4.5M Sell
2023
Q4
$4.85M Buy
2023
Q3
$4.3M Buy