Arkadios Wealth Advisors’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 | $1.24M | Buy |
24,666
+18,935
| +330% | +$949K | 0.04% | 484 |
|
|
2025
Q1 | $284K | Buy |
+5,731
| New | +$284K | 0.01% | 922 |
|
|
2024
Q2 | – | Sell |
-24,742
| Closed | -$1.21M | – | 866 |
|
|
2024
Q1 | $1.21M | Sell |
24,742
-634
| -2% | -$30.9K | 0.09% | 205 |
|
|
2023
Q4 | $1.16M | Sell |
25,376
-1,779
| -7% | -$81.3K | 0.1% | 196 |
|
|
2023
Q3 | $1.11M | Sell |
27,155
-1,139
| -4% | -$46.7K | 0.11% | 195 |
|
|
2023
Q2 | $1.19M | Sell |
28,294
-1,353
| -5% | -$56.9K | 0.14% | 162 |
|
|
2023
Q1 | $1.21M | Sell |
29,647
-1,943
| -6% | -$79.6K | 0.14% | 162 |
|
|
2022
Q4 | $1.3M | Buy |
31,590
+1,546
| +5% | +$63.6K | 0.17% | 142 |
|
|
2022
Q3 | $1.13M | Sell |
30,044
-6,855
| -19% | -$258K | 0.17% | 146 |
|
|
2022
Q2 | $1.44M | Sell |
36,899
-1,291
| -3% | -$50.3K | 0.21% | 132 |
|
|
2022
Q1 | $1.7M | Sell |
38,190
-737
| -2% | -$32.7K | 0.22% | 115 |
|
|
2021
Q4 | $1.73M | Sell |
38,927
-69,662
| -64% | -$3.09M | 0.23% | 103 |
|
|
2021
Q3 | $4.5M | Sell |
108,589
-11,605
| -10% | -$481K | 0.65% | 24 |
|
|
2021
Q2 | $5.04M | Buy |
120,194
+1,722
| +1% | +$72.2K | 0.61% | 24 |
|
|
2021
Q1 | $4.79M | Buy |
118,472
+1,417
| +1% | +$57.3K | 0.79% | 25 |
|
|
2020
Q4 | $4.07M | Buy |
+117,055
| New | +$4.07M | 0.85% | 26 |
|