Clearstead 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
Q2 | $70.8K | Buy |
1,413
+55
| +4% | +$2.76K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $67.3K | Buy |
1,358
+1
| +0.1% | +$50 | ﹤0.01% | 1092 |
|
|
2024
Q4 | $69.2K | Buy |
1,357
+2
| +0.1% | +$102 | ﹤0.01% | 1097 |
|
|
2024
Q3 | $69.3K | Buy |
1,355
+2
| +0.1% | +$102 | ﹤0.01% | 1128 |
|
|
2024
Q2 | $63.3K | Buy |
1,353
+1,057
| +357% | +$49.4K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $14.3K | Buy |
+296
| New | +$14.3K | ﹤0.01% | 998 |
|
|
2020
Q2 | – | Sell |
-93
| Closed | -$2K | – | 796 |
|
|
2020
Q1 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 717 |
|
|
2018
Q1 | – | Sell |
-7,686
| Closed | -$271K | – | 226 |
|
|
2017
Q4 | $271K | Sell |
7,686
-9,180
| -54% | -$324K | 0.04% | 193 |
|
|
2017
Q3 | $562K | Sell |
16,866
-1,236
| -7% | -$41.2K | 0.07% | 145 |
|
|
2017
Q2 | $590K | Buy |
18,102
+93
| +0.5% | +$3.03K | 0.09% | 135 |
|
|
2017
Q1 | $585K | Hold |
18,009
| – | – | 0.09% | 132 |
|
|
2016
Q4 | $567K | Buy |
+18,009
| New | +$567K | 0.09% | 125 |
|