Betterment LLC’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 | $712K | Buy |
14,198
+1,012
| +8% | +$50.8K | ﹤0.01% | 309 |
|
|
2025
Q1 | $653K | Buy |
13,186
+992
| +8% | +$49.1K | ﹤0.01% | 303 |
|
|
2024
Q4 | $622K | Sell |
12,194
-442
| -3% | -$22.5K | ﹤0.01% | 298 |
|
|
2024
Q3 | $646K | Sell |
12,636
-100
| -0.8% | -$5.11K | ﹤0.01% | 286 |
|
|
2024
Q2 | $596K | Buy |
12,736
+774
| +6% | +$36.2K | ﹤0.01% | 267 |
|
|
2024
Q1 | $583K | Sell |
11,962
-447
| -4% | -$21.8K | ﹤0.01% | 245 |
|
|
2023
Q4 | $567K | Sell |
12,409
-545
| -4% | -$24.9K | ﹤0.01% | 220 |
|
|
2023
Q3 | $531K | Buy |
12,954
+343
| +3% | +$14.1K | ﹤0.01% | 212 |
|
|
2023
Q2 | $530K | Sell |
12,611
-26
| -0.2% | -$1.09K | ﹤0.01% | 194 |
|
|
2023
Q1 | $518K | Buy |
12,637
+496
| +4% | +$20.3K | ﹤0.01% | 196 |
|
|
2022
Q4 | $499K | Buy |
12,141
+633
| +6% | +$26K | ﹤0.01% | 185 |
|
|
2022
Q3 | $449K | Hold |
11,508
| – | – | ﹤0.01% | 182 |
|
|
2022
Q2 | $449K | Buy |
11,508
+2,136
| +23% | +$83.3K | ﹤0.01% | 182 |
|
|
2022
Q1 | $416K | Buy |
9,372
+4,401
| +89% | +$195K | ﹤0.01% | 184 |
|
|
2021
Q4 | $221K | Buy |
+4,971
| New | +$221K | ﹤0.01% | 197 |
|