True Link Financial Advisors’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	$1.02M	Sell	20,286 -392	-2%	-$19.6K	0.07%	36
2025 Q1	$1.02M	Buy	+20,678	New	+$1.02M	0.08%	33
2021 Q1	–	Sell	-2,865	Closed	-$85K	–	693
2020 Q4	$85K	Buy	+2,865	New	+$85K	0.01%	456