Financial Insights, Inc.

Position in DON — WisdomTree U.S. Midcap Dividend Fund

CIK 1642058 TACOMA, WA

All Filings in DON

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 DON	$2,730,198	48,305	-2.5%	Shares	Sole	2026-08-25
2026-03-31 DON	$2,603,409	49,551	-1.6%	Shares	Sole	2026-05-19
2025-12-31 DON	$2,599,556	50,379	-0.8%	Shares	Sole	2026-04-01
2025-09-30 DON	$2,656,735	50,798	-8.1%	Shares	Sole	2026-04-01
2025-06-30 DON	$2,771,435	55,296	-6.4%	Shares	Sole	2025-07-22
2025-03-31 DON	$2,926,334	59,094	-5.4%	Shares	Sole	2025-04-25
2024-12-31 DON	$3,183,331	62,455	-4.3%	Shares	Sole	2025-03-05
2024-09-30 DON	$3,335,721	65,240	-1.1%	Shares	Sole	2024-10-22
2024-06-30 DON	$3,084,715	65,955	-3.0%	Shares	Sole	2024-07-16
2024-03-31 DON	$3,317,189	68,017	-4.9%	Shares	Sole	2024-04-25
2023-12-31 DON	$3,267,657	71,518	-1.4%	Shares	Sole	2024-01-25
2023-09-30 DON	$2,971,238	72,540	-2.1%	Shares	Sole	2023-12-07
2023-06-30 DON	$3,114,853	74,075	-3.9%	Shares	Sole	2024-01-25
2023-03-31 DON	$3,157,959	77,061	-3.0%	Shares	Sole	2023-04-18
2022-12-31 DON	$3,269,724	79,478	-7.4%	Shares	Sole	2023-02-10
2022-09-30 DON	$3,231,746	85,791	-3.9%	Shares	Sole	2022-10-27
2022-06-30 DON	$3,481,576	89,317	-4.9%	Shares	Sole	2022-08-03
2022-03-31 DON	$4,172,192	93,926	-15.0%	Shares	Sole	2022-05-11
2021-12-31 DON	$4,903,776	110,545	-20.5%	Shares	Sole	2022-02-09
2021-09-30 DON	$5,765,943	139,106	-2.3%	Shares	Sole	2021-11-12
2021-06-30 DON	$5,974,980	142,431	-4.2%	Shares	Sole	2021-08-12
2021-03-31 DON	$6,009,241	148,670	+0.2%	Shares	Sole	2021-05-12
2020-12-31 DON	$5,163,610	148,337	-1.3%	Shares	Sole	2021-02-05
2020-09-30 DON	$4,347,427	150,326	+37.2%	Shares	Sole	2020-11-16
2020-06-30 DON	$3,104,250	109,536	-29.5%	Shares	Sole	2020-08-20
2020-03-31 DON	$3,751,250	155,267	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.