Daymark Wealth Partners’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 | $253K | Buy |
5,040
+21
| +0.4% | +$1.05K | 0.01% | 480 |
|
|
2025
Q1 | $249K | Buy |
5,019
+16
| +0.3% | +$792 | 0.01% | 448 |
|
|
2024
Q4 | $255K | Buy |
5,003
+19
| +0.4% | +$968 | 0.01% | 436 |
|
|
2024
Q3 | $255K | Sell |
4,984
-432
| -8% | -$22.1K | 0.01% | 463 |
|
|
2024
Q2 | $253K | Sell |
5,416
-82
| -1% | -$3.84K | 0.01% | 432 |
|
|
2024
Q1 | $268K | Sell |
5,498
-182
| -3% | -$8.88K | 0.01% | 368 |
|
|
2023
Q4 | $260K | Buy |
5,680
+10
| +0.2% | +$457 | 0.02% | 342 |
|
|
2023
Q3 | $232K | Hold |
5,670
| – | – | 0.02% | 342 |
|
|
2023
Q2 | $238K | Hold |
5,670
| – | – | 0.02% | 331 |
|
|
2023
Q1 | $232K | Sell |
5,670
-978
| -15% | -$40.1K | 0.03% | 264 |
|
|
2022
Q4 | $273K | Buy |
+6,648
| New | +$273K | 0.05% | 191 |
|