Consolidated Planning Corp’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 | Buy |
16,032
+62
| +0.4% | +$3.11K | 0.1% | 127 |
|
|
2025
Q1 | $791K | Buy |
15,970
+460
| +3% | +$22.8K | 0.11% | 122 |
|
|
2024
Q4 | $791K | Sell |
15,510
-750
| -5% | -$38.2K | 0.11% | 111 |
|
|
2024
Q3 | $831K | Sell |
16,260
-946
| -5% | -$48.4K | 0.12% | 99 |
|
|
2024
Q2 | $805K | Sell |
17,206
-954
| -5% | -$44.6K | 0.13% | 95 |
|
|
2024
Q1 | $886K | Sell |
18,160
-2,362
| -12% | -$115K | 0.15% | 93 |
|
|
2023
Q4 | $938K | Sell |
20,522
-1,743
| -8% | -$79.6K | 0.17% | 89 |
|
|
2023
Q3 | $912K | Sell |
22,265
-3,577
| -14% | -$147K | 0.2% | 84 |
|
|
2023
Q2 | $1.09M | Buy |
+25,842
| New | +$1.09M | 0.23% | 88 |
|