Apexium 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 | $1.09M | Sell |
21,676
-247
| -1% | -$12.4K | 0.06% | 121 |
|
|
2025
Q1 | $1.09M | Sell |
21,923
-305
| -1% | -$15.1K | 0.06% | 114 |
|
|
2024
Q4 | $1.13M | Sell |
22,228
-432
| -2% | -$22K | 0.07% | 100 |
|
|
2024
Q3 | $1.16M | Sell |
22,660
-596
| -3% | -$30.5K | 0.08% | 87 |
|
|
2024
Q2 | $1.09M | Sell |
23,256
-495
| -2% | -$23.2K | 0.08% | 87 |
|
|
2024
Q1 | $1.16M | Sell |
23,751
-2,263
| -9% | -$110K | 0.09% | 82 |
|
|
2023
Q4 | $1.19M | Sell |
26,014
-4,117
| -14% | -$188K | 0.09% | 104 |
|
|
2023
Q3 | $1.23M | Sell |
30,131
-1,721
| -5% | -$70.5K | 0.12% | 76 |
|
|
2023
Q2 | $1.34M | Sell |
31,852
-1,113
| -3% | -$46.8K | 0.12% | 72 |
|
|
2023
Q1 | $1.35M | Sell |
32,965
-78
| -0.2% | -$3.2K | 0.13% | 70 |
|
|
2022
Q4 | $1.36M | Sell |
33,043
-4,608
| -12% | -$190K | 0.14% | 69 |
|
|
2022
Q3 | $1.42M | Buy |
+37,651
| New | +$1.42M | 0.18% | 64 |
|
|
2020
Q2 | – | Sell |
-71,118
| Closed | -$1.72M | – | 76 |
|
|
2020
Q1 | $1.72M | Sell |
71,118
-24,513
| -26% | -$592K | 2.27% | 13 |
|
|
2019
Q4 | $3.64M | Buy |
+95,631
| New | +$3.64M | 4.7% | 7 |
|
|
2018
Q4 | $483K | Buy |
+15,279
| New | +$483K | 4.63% | 9 |
|