Creekmur Asset Management’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 | $29.5K | Sell |
589
-116
| -16% | -$5.81K | 0.01% | 393 |
|
|
2025
Q1 | $34.9K | Buy |
705
+1
| +0.1% | +$50 | 0.01% | 347 |
|
|
2024
Q4 | $35.9K | Hold |
704
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $36K | Buy |
704
+458
| +186% | +$23.4K | 0.01% | 272 |
|
|
2024
Q2 | $11.5K | Hold |
246
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $12K | Buy |
246
+2
| +0.8% | +$97 | ﹤0.01% | 464 |
|
|
2023
Q4 | $11.2K | Buy |
+244
| New | +$11.2K | ﹤0.01% | 514 |
|