TS Financial Group (TSFG)’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	–	Sell	-51	Closed	-$2K	–	792
2024 Q2	$2K	Hold	51	–	–	﹤0.01%	663
2024 Q1	$2K	Sell	51 -750	-94%	-$34.4K	﹤0.01%	654
2023 Q4	$37K	Hold	801	–	–	0.01%	323
2023 Q3	$33K	Hold	801	–	–	0.01%	346
2023 Q2	$34K	Hold	801	–	–	0.01%	341
2023 Q1	$33K	Hold	801	–	–	0.01%	331
2022 Q4	$33K	Hold	801	–	–	0.01%	329
2022 Q3	$30K	Hold	801	–	–	0.01%	336
2022 Q2	$31K	Buy	801 +750	+1,471%	+$31.6K	0.01%	341
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	778
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	752
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	739
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	734
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	666
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	721
2020 Q3	$1K	Hold	51	–	–	﹤0.01%	740
2020 Q2	$1K	Hold	51	–	–	﹤0.01%	731
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	682
2019 Q4	$2K	Sell	51 -102	-67%	-$3.77K	﹤0.01%	610
2019 Q3	$6K	Hold	153	–	–	﹤0.01%	481
2019 Q2	$6K	Hold	153	–	–	﹤0.01%	463
2019 Q1	$5K	Buy	+153	New	+$5.34K	﹤0.01%	476