Apollon 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 | $2.53M | Sell |
50,397
-836
| -2% | -$41.9K | 0.05% | 314 |
|
|
2025
Q1 | $2.54M | Buy |
51,233
+293
| +0.6% | +$14.5K | 0.06% | 282 |
|
|
2024
Q4 | $2.6M | Buy |
50,940
+188
| +0.4% | +$9.58K | 0.06% | 290 |
|
|
2024
Q3 | $2.59M | Sell |
50,752
-638
| -1% | -$32.6K | 0.07% | 247 |
|
|
2024
Q2 | $2.4M | Sell |
51,390
-193
| -0.4% | -$9.03K | 0.07% | 242 |
|
|
2024
Q1 | $2.52M | Buy |
51,583
+745
| +1% | +$36.3K | 0.08% | 231 |
|
|
2023
Q4 | $2.32M | Buy |
50,838
+12,189
| +32% | +$557K | 0.08% | 231 |
|
|
2023
Q3 | $1.58M | Buy |
38,649
+1,443
| +4% | +$59.1K | 0.08% | 246 |
|
|
2023
Q2 | $1.56M | Sell |
37,206
-2,188
| -6% | -$92K | 0.08% | 270 |
|
|
2023
Q1 | $1.61M | Buy |
39,394
+65
| +0.2% | +$2.66K | 0.1% | 214 |
|
|
2022
Q4 | $1.62M | Sell |
39,329
-763
| -2% | -$31.4K | 0.11% | 189 |
|
|
2022
Q3 | $1.51M | Sell |
40,092
-1,113
| -3% | -$41.9K | 0.12% | 178 |
|
|
2022
Q2 | $1.61M | Sell |
41,205
-250
| -0.6% | -$9.74K | 0.13% | 168 |
|
|
2022
Q1 | $1.84M | Buy |
41,455
+608
| +1% | +$27K | 0.13% | 168 |
|
|
2021
Q4 | $1.81M | Buy |
+40,847
| New | +$1.81M | 0.14% | 166 |
|