Avantax Advisory Services’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 | $1.96M | Buy |
39,129
+5,505
| +16% | +$276K | 0.01% | 809 |
|
|
2025
Q1 | $1.67M | Buy |
33,624
+4,175
| +14% | +$207K | 0.01% | 843 |
|
|
2024
Q4 | $1.5M | Buy |
29,449
+7,013
| +31% | +$357K | 0.01% | 859 |
|
|
2024
Q3 | $1.15M | Buy |
22,436
+3,053
| +16% | +$156K | 0.01% | 953 |
|
|
2024
Q2 | $907K | Sell |
19,383
-449
| -2% | -$21K | 0.01% | 1038 |
|
|
2024
Q1 | $967K | Sell |
19,832
-1,953
| -9% | -$95.3K | 0.01% | 762 |
|
|
2023
Q4 | $995K | Buy |
21,785
+5,534
| +34% | +$253K | 0.01% | 713 |
|
|
2023
Q3 | $666K | Sell |
16,251
-638
| -4% | -$26.1K | 0.01% | 830 |
|
|
2023
Q2 | $710K | Sell |
16,889
-7,332
| -30% | -$308K | 0.01% | 804 |
|
|
2023
Q1 | $993K | Buy |
24,221
+3,067
| +14% | +$126K | 0.01% | 669 |
|
|
2022
Q4 | $870K | Buy |
21,154
+4,612
| +28% | +$190K | 0.01% | 676 |
|
|
2022
Q3 | $623K | Sell |
16,542
-363
| -2% | -$13.7K | 0.01% | 692 |
|
|
2022
Q2 | $659K | Buy |
16,905
+356
| +2% | +$13.9K | 0.01% | 673 |
|
|
2022
Q1 | $735K | Buy |
16,549
+2,453
| +17% | +$109K | 0.01% | 643 |
|
|
2021
Q4 | $625K | Sell |
14,096
-764
| -5% | -$33.9K | 0.01% | 683 |
|
|
2021
Q3 | $613K | Buy |
14,860
+360
| +2% | +$14.9K | 0.01% | 642 |
|
|
2021
Q2 | $605K | Buy |
14,500
+5,554
| +62% | +$232K | 0.01% | 629 |
|
|
2021
Q1 | $358K | Buy |
8,946
+1,853
| +26% | +$74.2K | 0.01% | 735 |
|
|
2020
Q4 | $244K | Sell |
7,093
-28,522
| -80% | -$981K | 0.01% | 814 |
|
|
2020
Q3 | $1.03M | Buy |
35,615
+23,750
| +200% | +$690K | 0.02% | 530 |
|
|
2020
Q2 | $337K | Sell |
11,865
-4,943
| -29% | -$140K | 0.01% | 597 |
|
|
2020
Q1 | $403K | Sell |
16,808
-21,212
| -56% | -$509K | 0.01% | 488 |
|
|
2019
Q4 | $1.44M | Buy |
38,020
+11,952
| +46% | +$454K | 0.03% | 268 |
|
|
2019
Q3 | $946K | Buy |
26,068
+10,502
| +67% | +$381K | 0.04% | 217 |
|
|
2019
Q2 | $564K | Buy |
15,566
+525
| +3% | +$19K | 0.02% | 275 |
|
|
2019
Q1 | $538K | Buy |
15,041
+2,257
| +18% | +$80.7K | 0.03% | 266 |
|
|
2018
Q4 | $406K | Buy |
+12,784
| New | +$406K | 0.07% | 253 |
|