Beacon Capital Management LLC (Tennessee)’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
$7.94K Buy
159
+29
+22% +$1.45K ﹤0.01% 669
2025
Q1
$6.45K Buy
+130
New +$6.45K ﹤0.01% 713
2023
Q4
Sell
-15
Closed -$631 1001
2023
Q3
$631 Hold
15
﹤0.01% 949
2023
Q2
$631 Buy
+15
New +$631 ﹤0.01% 949