Berger Financial Group’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 | $227K | Buy |
4,521
+1
| +0% | +$50 | 0.01% | 380 |
|
|
2025
Q1 | $224K | Buy |
4,520
+1
| +0% | +$50 | 0.02% | 384 |
|
|
2024
Q4 | $230K | Sell |
4,519
-586
| -11% | -$29.9K | 0.02% | 373 |
|
|
2024
Q3 | $261K | Buy |
5,105
+1
| +0% | +$51 | 0.02% | 336 |
|
|
2024
Q2 | $239K | Buy |
5,104
+1
| +0% | +$47 | 0.02% | 329 |
|
|
2024
Q1 | $249K | Buy |
+5,103
| New | +$249K | 0.02% | 318 |
|
|
2022
Q3 | – | Sell |
-6,134
| Closed | -$239K | – | 239 |
|
|
2022
Q2 | $239K | Hold |
6,134
| – | – | 0.03% | 209 |
|
|
2022
Q1 | $272K | Hold |
6,134
| – | – | 0.03% | 222 |
|
|
2021
Q4 | $272K | Buy |
6,134
+24
| +0.4% | +$1.06K | 0.04% | 218 |
|
|
2021
Q3 | $253K | Buy |
6,110
+200
| +3% | +$8.28K | 0.05% | 179 |
|
|
2021
Q2 | $248K | Hold |
5,910
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $239K | Sell |
5,910
-32,887
| -85% | -$1.33M | 0.05% | 169 |
|
|
2020
Q4 | $1.35M | Buy |
+38,797
| New | +$1.35M | 0.24% | 87 |
|