Covestor’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 | $3K | Buy |
69
+9
| +15% | +$391 | ﹤0.01% | 1783 |
|
|
2025
Q1 | $3K | Buy |
60
+20
| +50% | +$1K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $2K | Buy |
40
+24
| +150% | +$1.2K | ﹤0.01% | 1862 |
|
|
2024
Q3 | $1K | Sell |
16
-98
| -86% | -$6.13K | ﹤0.01% | 1939 |
|
|
2024
Q2 | $5K | Buy |
114
+24
| +27% | +$1.05K | ﹤0.01% | 1763 |
|
|
2024
Q1 | $4K | Buy |
90
+15
| +20% | +$667 | ﹤0.01% | 1794 |
|
|
2023
Q4 | $3K | Sell |
75
-64
| -46% | -$2.56K | ﹤0.01% | 1794 |
|
|
2023
Q3 | $6K | Buy |
139
+70
| +101% | +$3.02K | ﹤0.01% | 1670 |
|
|
2023
Q2 | $3K | Sell |
69
-65
| -49% | -$2.83K | ﹤0.01% | 1754 |
|
|
2023
Q1 | $6K | Sell |
134
-24
| -15% | -$1.08K | 0.01% | 1505 |
|
|
2022
Q4 | $7K | Sell |
158
-12
| -7% | -$532 | 0.01% | 1463 |
|
|
2022
Q3 | $6K | Buy |
170
+8
| +5% | +$282 | 0.01% | 1435 |
|
|
2022
Q2 | $6K | Sell |
162
-111
| -41% | -$4.11K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $12K | Sell |
273
-15
| -5% | -$659 | 0.01% | 1244 |
|
|
2021
Q4 | $13K | Buy |
+288
| New | +$13K | 0.02% | 948 |
|