Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-26,765	Closed	-$1.08M	–	150
2021 Q1	$1.08M	Hold	26,765	–	–	0.11%	164
2020 Q4	$932K	Hold	26,765	–	–	0.09%	170
2020 Q3	$774K	Hold	26,765	–	–	0.09%	174
2020 Q2	$759K	Buy	26,765 +2,065	+8%	+$55.8K	0.09%	167
2020 Q1	$597K	Buy	24,700 +5,050	+26%	+$170K	0.09%	167
2019 Q4	$747K	Hold	19,650	–	–	0.09%	184
2019 Q3	$729K	Buy	19,650 +9,150	+87%	+$327K	0.09%	176
2019 Q2	$380K	Hold	10,500	–	–	0.05%	256
2019 Q1	$376K	Hold	10,500	–	–	0.05%	256
2018 Q4	$362K	Sell	10,500 -7,500	-42%	-$257K	0.05%	248
2018 Q3	$664K	Hold	18,000	–	–	0.08%	211
2018 Q2	$644K	Hold	18,000	–	–	0.09%	203
2018 Q1	$614K	Hold	18,000	–	–	0.08%	207
2017 Q4	$635K	Buy	+18,000	New	+$616K	0.08%	203