Atria Investments’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 | $5.58M | Buy |
111,333
+13,144
| +13% | +$659K | 0.07% | 347 |
|
|
2025
Q1 | $4.86M | Buy |
98,189
+5,531
| +6% | +$274K | 0.06% | 382 |
|
|
2024
Q4 | $4.72M | Buy |
92,658
+10,140
| +12% | +$517K | 0.06% | 371 |
|
|
2024
Q3 | $4.22M | Buy |
82,518
+14,577
| +21% | +$745K | 0.05% | 409 |
|
|
2024
Q2 | $3.18M | Buy |
67,941
+3,766
| +6% | +$176K | 0.04% | 477 |
|
|
2024
Q1 | $3.13M | Buy |
64,175
+5,361
| +9% | +$261K | 0.04% | 494 |
|
|
2023
Q4 | $2.69M | Buy |
+58,814
| New | +$2.69M | 0.04% | 488 |
|