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CreativeOne Wealth’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

CreativeOne Wealth’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,998
Closed -$655K – 963
2024
Q2 		$655K Buy
13,998
+2,176
+18% +$103K 0.03% 416
2024
Q1 		$577K Buy
+11,822
New +$542K 0.02% 524
2021
Q3 		– Sell
-8,072
Closed -$339K – 700
2021
Q2 		$339K Sell
8,072
-1,900
-19% -$80.4K 0.02% 488
2021
Q1 		$403K Sell
9,972
-709
-7% -$27K 0.03% 383
2020
Q4 		$372K Buy
+10,681
New +$347K 0.03% 331

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