Barrett & Company’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 | $52.6K | Hold |
1,050
| – | – | 0.02% | 287 |
|
|
2025
Q1 | $52K | Hold |
1,050
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $53.5K | Hold |
1,050
| – | – | 0.02% | 257 |
|
|
2024
Q3 | $53.7K | Hold |
1,050
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $49.1K | Hold |
1,050
| – | – | 0.02% | 264 |
|
|
2024
Q1 | $51.2K | Hold |
1,050
| – | – | 0.02% | 268 |
|
|
2023
Q4 | $48K | Hold |
1,050
| – | – | 0.03% | 258 |
|
|
2023
Q3 | $43K | Hold |
1,050
| – | – | 0.03% | 259 |
|
|
2023
Q2 | $44.2K | Buy |
+1,050
| New | +$44.2K | 0.03% | 263 |
|