Wealth Enhancement Advisory Services’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
2026 Q1	$6.59M	Sell	124,710 -89,012	-42%	-$4.8M	0.01%	763
2025 Q4	$11.3M	Sell	213,722 -12,486	-6%	-$643K	0.02%	654
2025 Q3	$11.8M	Sell	226,208 -6,230	-3%	-$323K	0.02%	597
2025 Q2	$12M	Buy	232,438 +720	+0.3%	+$34.8K	0.02%	574
2025 Q1	$11.5M	Sell	231,718 -9,514	-4%	-$485K	0.02%	536
2024 Q4	$12.3M	Buy	241,232 +2,596	+1%	+$136K	0.02%	505
2024 Q3	$12.2M	Sell	238,636 -6,293	-3%	-$308K	0.03%	465
2024 Q2	$11.5M	Buy	244,929 +43,806	+22%	+$2.07M	0.03%	446
2024 Q1	$9.81M	Sell	201,123 -7,765	-4%	-$356K	0.03%	486
2023 Q4	$9.54M	Sell	208,888 -33,326	-14%	-$1.4M	0.03%	443
2023 Q3	$9.92M	Buy	+242,214	New	+$10.3M	0.03%	414
2022 Q3	–	Sell	-17,756	Closed	-$702K	–	336
2022 Q2	$702K	Sell	17,756 -95,496	-84%	-$4.03M	0.01%	261
2022 Q1	$5.03M	Sell	113,252 -126,051	-53%	-$5.51M	0.07%	134
2021 Q4	$10.3M	Buy	239,303 +157,383	+192%	+$6.87M	0.15%	70
2021 Q3	$3.58M	Buy	+81,920	New	+$3.44M	0.05%	120