Clarity Capital Advisors’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
Q1 | – | Sell |
-5,379
| Closed | -$274K | – | 83 |
|
|
2024
Q4 | $274K | Buy |
5,379
+12
| +0.2% | +$612 | 0.18% | 68 |
|
|
2024
Q3 | $274K | Buy |
5,367
+31
| +0.6% | +$1.59K | 0.2% | 69 |
|
|
2024
Q2 | $250K | Buy |
5,336
+32
| +0.6% | +$1.5K | 0.19% | 69 |
|
|
2024
Q1 | $259K | Buy |
5,304
+30
| +0.6% | +$1.46K | 0.21% | 69 |
|
|
2023
Q4 | $241K | Buy |
+5,274
| New | +$241K | 0.21% | 70 |
|