BIP Wealth’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 | $2.35M | Sell |
46,976
-5,842
| -11% | -$293K | 0.15% | 65 |
|
|
2025
Q1 | $2.62M | Sell |
52,818
-687
| -1% | -$34K | 0.17% | 61 |
|
|
2024
Q4 | $2.73M | Sell |
53,505
-1,825
| -3% | -$93K | 0.18% | 56 |
|
|
2024
Q3 | $2.83M | Buy |
55,330
+4,857
| +10% | +$248K | 0.19% | 54 |
|
|
2024
Q2 | $2.36M | Sell |
50,473
-12,238
| -20% | -$572K | 0.19% | 53 |
|
|
2024
Q1 | $3.06M | Sell |
62,711
-1,136
| -2% | -$55.4K | 0.22% | 49 |
|
|
2023
Q4 | $2.92M | Buy |
63,847
+3,849
| +6% | +$176K | 0.23% | 48 |
|
|
2023
Q3 | $2.46M | Sell |
59,998
-11,962
| -17% | -$490K | 0.23% | 45 |
|
|
2023
Q2 | $3.03M | Sell |
71,960
-4,387
| -6% | -$184K | 0.25% | 44 |
|
|
2023
Q1 | $3.13M | Buy |
+76,347
| New | +$3.13M | 0.34% | 44 |
|