Aspire Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-570
| Closed | -$29.1K | – | 287 |
|
|
2024
Q3 | $29.1K | Hold |
570
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $26.7K | Hold |
570
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $27.8K | Hold |
570
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $26K | Hold |
570
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $23.3K | Hold |
570
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $24K | Hold |
570
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $23.4K | Hold |
570
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $23.5K | Hold |
570
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $21K | Hold |
570
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $22K | Hold |
570
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $25K | Buy |
+570
| New | +$25K | 0.01% | 261 |
|