Wealthspire Advisors (New York)’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	$2.17M	Buy	41,307 +332	+0.8%	+$17.9K	0.02%	277
2025 Q4	$2.11M	Buy	40,975 +13	+0%	+$670	0.02%	286
2025 Q3	$2.14M	Buy	40,962 +400	+1%	+$20.7K	0.01%	265
2025 Q2	$2.03M	Buy	40,562 +826	+2%	+$39.9K	0.01%	278
2025 Q1	$1.97M	Buy	39,736 +11	+0%	+$561	0.01%	278
2024 Q4	$2.02M	Buy	39,725 +415	+1%	+$21.8K	0.02%	245
2024 Q3	$2.01M	Buy	39,310 +710	+2%	+$34.7K	0.02%	256
2024 Q2	$1.81M	Hold	38,600	–	–	0.02%	219
2024 Q1	$1.88M	Hold	38,600	–	–	0.03%	210
2023 Q4	$1.76M	Sell	38,600 -11	-0%	-$461	0.03%	213
2023 Q3	$1.58M	Buy	38,611 +11	+0%	+$469	0.03%	200
2023 Q2	$1.62M	Hold	38,600	–	–	0.03%	172
2023 Q1	$1.58M	Sell	38,600 -307	-0.8%	-$13K	0.03%	176
2022 Q4	$1.6M	Hold	38,907	–	–	0.03%	184
2022 Q3	$1.47M	Buy	38,907 +307	+0.8%	+$12.6K	0.03%	179
2022 Q2	$1.5M	Buy	+38,600	New	+$1.63M	0.03%	167
2021 Q4	–	Sell	-37,850	Closed	-$1.57M	–	561
2021 Q3	$1.57M	Buy	+37,850	New	+$1.59M	0.03%	191