Atria Wealth Solutions’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 | $584K | Sell |
11,339
-55,277
| -83% | -$2.85M | 0.01% | 844 |
|
|
2025
Q1 | $3.3M | Sell |
66,616
-2,295
| -3% | -$114K | 0.04% | 460 |
|
|
2024
Q4 | $3.51M | Sell |
68,911
-3,137
| -4% | -$160K | 0.04% | 453 |
|
|
2024
Q3 | $3.68M | Sell |
72,048
-1,880
| -3% | -$96.1K | 0.04% | 426 |
|
|
2024
Q2 | $3.46M | Buy |
73,928
+1,420
| +2% | +$66.4K | 0.04% | 438 |
|
|
2024
Q1 | $3.54M | Sell |
72,508
-8,643
| -11% | -$422K | 0.04% | 442 |
|
|
2023
Q4 | $3.71M | Buy |
81,151
+3,449
| +4% | +$158K | 0.05% | 390 |
|
|
2023
Q3 | $3.18M | Sell |
77,702
-3,346
| -4% | -$137K | 0.04% | 417 |
|
|
2023
Q2 | $3.41M | Sell |
81,048
-165
| -0.2% | -$6.94K | 0.05% | 393 |
|
|
2023
Q1 | $3.33M | Buy |
81,213
+1,912
| +2% | +$78.4K | 0.05% | 377 |
|
|
2022
Q4 | $3.26M | Sell |
79,301
-1,516
| -2% | -$62.4K | 0.05% | 360 |
|
|
2022
Q3 | $3.04M | Buy |
80,817
+3,188
| +4% | +$120K | 0.05% | 341 |
|
|
2022
Q2 | $3.03M | Buy |
77,629
+2,136
| +3% | +$83.3K | 0.06% | 323 |
|
|
2022
Q1 | $3.35M | Buy |
+75,493
| New | +$3.35M | 0.06% | 338 |
|