Brady Family 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 | $804K | Hold |
16,034
| – | – | 0.25% | 69 |
|
|
2025
Q1 | $794K | Hold |
16,034
| – | – | 0.25% | 68 |
|
|
2024
Q4 | $817K | Hold |
16,034
| – | – | 0.25% | 67 |
|
|
2024
Q3 | $820K | Sell |
16,034
-395
| -2% | -$20.2K | 0.25% | 69 |
|
|
2024
Q2 | $768K | Buy |
16,429
+86
| +0.5% | +$4.02K | 0.25% | 68 |
|
|
2024
Q1 | $797K | Buy |
16,343
+126
| +0.8% | +$6.15K | 0.26% | 68 |
|
|
2023
Q4 | $741K | Buy |
16,217
+48
| +0.3% | +$2.19K | 0.25% | 69 |
|
|
2023
Q3 | $662K | Buy |
16,169
+90
| +0.6% | +$3.69K | 0.26% | 70 |
|
|
2023
Q2 | $676K | Buy |
16,079
+93
| +0.6% | +$3.91K | 0.25% | 72 |
|
|
2023
Q1 | $655K | Buy |
15,986
+71
| +0.4% | +$2.91K | 0.26% | 75 |
|
|
2022
Q4 | $655K | Buy |
+15,915
| New | +$655K | 0.27% | 72 |
|