Cascade Financial Partners’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 | $4.45M | Sell |
88,710
-3,928
| -4% | -$197K | 0.53% | 36 |
|
|
2025
Q1 | $4.59M | Sell |
92,638
-850
| -0.9% | -$42.1K | 0.58% | 33 |
|
|
2024
Q4 | $4.77M | Buy |
93,488
+900
| +1% | +$45.9K | 0.62% | 31 |
|
|
2024
Q3 | $4.75M | Buy |
92,588
+455
| +0.5% | +$23.3K | 0.6% | 30 |
|
|
2024
Q2 | $4.31M | Sell |
92,133
-100
| -0.1% | -$4.68K | 0.57% | 32 |
|
|
2024
Q1 | $4.28M | Buy |
+92,233
| New | +$4.28M | 0.62% | 32 |
|