Coppell Advisory Solutions’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 |
-331
| Closed | -$16.8K | – | 723 |
|
|
2024
Q4 | $16.8K | Hold |
331
| – | – | ﹤0.01% | 935 |
|
|
2024
Q3 | $16.9K | Buy |
331
+290
| +707% | +$14.8K | ﹤0.01% | 925 |
|
|
2024
Q2 | $1.92K | Buy |
+41
| New | +$1.92K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $1.87K | Sell |
41
-47
| -53% | -$2.15K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $3.62K | Buy |
88
+47
| +115% | +$1.93K | ﹤0.01% | 769 |
|
|
2023
Q2 | $1.72K | Buy |
+41
| New | +$1.72K | ﹤0.01% | 1040 |
|
|
2023
Q1 | – | Sell |
-88
| Closed | -$3.62K | – | 430 |
|
|
2022
Q4 | $3.62K | Buy |
+88
| New | +$3.62K | ﹤0.01% | 773 |
|