Advisornet Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Buy |
358
+1
| +0.3% | +$50 | ﹤0.01% | 1288 |
|
|
2025
Q1 | $17.7K | Hold |
357
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q4 | $18.2K | Buy |
357
+1
| +0.3% | +$51 | ﹤0.01% | 1159 |
|
|
2024
Q3 | $18.2K | Hold |
356
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q2 | $16.6K | Buy |
356
+284
| +394% | +$13.3K | ﹤0.01% | 1145 |
|
|
2024
Q1 | $3.53K | Sell |
72
-170
| -70% | -$8.34K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $11K | Buy |
242
+74
| +44% | +$3.38K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $6.9K | Buy |
168
+1
| +0.6% | +$41 | ﹤0.01% | 1331 |
|
|
2023
Q2 | $7.04K | Buy |
167
+1
| +0.6% | +$42 | ﹤0.01% | 1416 |
|
|
2023
Q1 | $6.81K | Buy |
166
+1
| +0.6% | +$41 | ﹤0.01% | 1404 |
|
|
2022
Q4 | $6.8K | Buy |
165
+1
| +0.6% | +$41 | ﹤0.01% | 1395 |
|
|
2022
Q3 | $6K | Buy |
164
+1
| +0.6% | +$37 | ﹤0.01% | 1445 |
|
|
2022
Q2 | $6K | Buy |
163
+2
| +1% | +$74 | ﹤0.01% | 1449 |
|
|
2022
Q1 | $7K | Hold |
161
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q4 | $7K | Buy |
161
+1
| +0.6% | +$43 | ﹤0.01% | 1561 |
|
|
2021
Q3 | $7K | Buy |
160
+1
| +0.6% | +$44 | ﹤0.01% | 1529 |
|
|
2021
Q2 | $7K | Buy |
159
+1
| +0.6% | +$44 | ﹤0.01% | 1481 |
|
|
2021
Q1 | $6K | Buy |
158
+1
| +0.6% | +$38 | ﹤0.01% | 1456 |
|
|
2020
Q4 | $5K | Sell |
157
-2,667
| -94% | -$84.9K | ﹤0.01% | 1421 |
|
|
2020
Q3 | $81K | Sell |
2,824
-38,385
| -93% | -$1.1M | 0.01% | 726 |
|
|
2020
Q2 | $1.17M | Sell |
41,209
-4,397
| -10% | -$125K | 0.09% | 192 |
|
|
2020
Q1 | $1.1M | Buy |
45,606
+2,795
| +7% | +$67.5K | 0.1% | 173 |
|
|
2019
Q4 | $1.63M | Buy |
42,811
+3,325
| +8% | +$127K | 0.14% | 145 |
|
|
2019
Q3 | $1.43M | Sell |
39,486
-1,272
| -3% | -$46.2K | 0.13% | 154 |
|
|
2019
Q2 | $1.48M | Buy |
40,758
+745
| +2% | +$27K | 0.16% | 129 |
|
|
2019
Q1 | $1.43M | Sell |
40,013
-570
| -1% | -$20.4K | 0.18% | 126 |
|
|
2018
Q4 | $1.28M | Buy |
40,583
+16,402
| +68% | +$519K | 0.18% | 122 |
|
|
2018
Q3 | $892K | Sell |
24,181
-676
| -3% | -$24.9K | 0.11% | 173 |
|
|
2018
Q2 | $890K | Buy |
24,857
+1,080
| +5% | +$38.7K | 0.12% | 157 |
|
|
2018
Q1 | $811K | Sell |
23,777
-1,606
| -6% | -$54.8K | 0.11% | 161 |
|
|
2017
Q4 | $896K | Buy |
+25,383
| New | +$896K | 0.14% | 137 |
|