Belpointe Asset Management’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 | – | Sell |
-5,917
| Closed | -$293K | – | 959 |
|
|
2025
Q1 | $293K | Sell |
5,917
-1,900
| -24% | -$94.1K | 0.02% | 734 |
|
|
2024
Q4 | $393K | Hold |
7,817
| – | – | 0.02% | 575 |
|
|
2024
Q3 | $400K | Buy |
+7,817
| New | +$400K | 0.02% | 563 |
|
|
2023
Q2 | – | Sell |
-8,200
| Closed | -$336K | – | 1281 |
|
|
2023
Q1 | $336K | Buy |
8,200
+7,500
| +1,071% | +$307K | 0.02% | 703 |
|
|
2022
Q4 | $28.8K | Buy |
+700
| New | +$28.8K | ﹤0.01% | 1933 |
|