Arkos Global 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 | $742K | Sell |
14,803
-73
| -0.5% | -$3.66K | 0.1% | 51 |
|
2025
Q1 | $737K | Sell |
14,876
-665
| -4% | -$32.9K | 0.11% | 51 |
|
2024
Q4 | $792K | Sell |
15,541
-817
| -5% | -$41.6K | 0.12% | 48 |
|
2024
Q3 | $836K | Sell |
16,358
-60
| -0.4% | -$3.07K | 0.12% | 51 |
|
2024
Q2 | $768K | Sell |
16,418
-1,185
| -7% | -$55.4K | 0.12% | 52 |
|
2024
Q1 | $858K | Sell |
17,603
-66
| -0.4% | -$3.22K | 0.14% | 46 |
|
2023
Q4 | $807K | Sell |
17,669
-1,807
| -9% | -$82.5K | 0.15% | 40 |
|
2023
Q3 | $798K | Buy |
19,476
+3,951
| +25% | +$162K | 0.16% | 38 |
|
2023
Q2 | $653K | Sell |
15,525
-76,885
| -83% | -$3.23M | 0.13% | 41 |
|
2023
Q1 | $3.79M | Buy |
92,410
+44,310
| +92% | +$1.82M | 0.77% | 22 |
|
2022
Q4 | $1.98M | Buy |
48,100
+3,974
| +9% | +$164K | 0.5% | 26 |
|
2022
Q3 | $1.66M | Buy |
44,126
+2,849
| +7% | +$107K | 0.5% | 23 |
|
2022
Q2 | $1.61M | Sell |
41,277
-2,087
| -5% | -$81.4K | 0.46% | 22 |
|
2022
Q1 | $1.93M | Buy |
+43,364
| New | +$1.93M | 0.5% | 22 |
|