Alpha Omega Wealth Management’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 | $278K | Buy |
5,556
+96
| +2% | +$4.81K | 0.05% | 181 |
|
|
2025
Q1 | $270K | Buy |
5,460
+624
| +13% | +$30.9K | 0.05% | 181 |
|
|
2024
Q4 | $246K | Buy |
+4,836
| New | +$246K | 0.05% | 185 |
|
|
2022
Q3 | – | Sell |
-6,051
| Closed | -$236K | – | 208 |
|
|
2022
Q2 | $236K | Buy |
6,051
+1,432
| +31% | +$55.9K | 0.04% | 190 |
|
|
2022
Q1 | $205K | Sell |
4,619
-23
| -0.5% | -$1.02K | 0.03% | 214 |
|
|
2021
Q4 | $209K | Buy |
+4,642
| New | +$209K | 0.03% | 221 |
|