Denver Wealth 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 | $974K | Sell |
19,443
-127
| -0.6% | -$6.37K | 0.4% | 30 |
|
|
2025
Q1 | $969K | Sell |
19,570
-357
| -2% | -$17.7K | 0.44% | 28 |
|
|
2024
Q4 | $1.02M | Buy |
19,927
+78
| +0.4% | +$3.98K | 0.46% | 29 |
|
|
2024
Q3 | $1.01M | Sell |
19,849
-1,189
| -6% | -$60.8K | 0.47% | 30 |
|
|
2024
Q2 | $984K | Sell |
21,038
-476
| -2% | -$22.3K | 0.49% | 32 |
|
|
2024
Q1 | $1.05M | Sell |
21,514
-201
| -0.9% | -$9.8K | 0.54% | 30 |
|
|
2023
Q4 | $992K | Sell |
21,715
-4,986
| -19% | -$228K | 0.56% | 30 |
|
|
2023
Q3 | $1.09M | Sell |
26,701
-2,387
| -8% | -$97.8K | 0.71% | 29 |
|
|
2023
Q2 | $1.22M | Sell |
29,088
-1,863
| -6% | -$78.3K | 0.85% | 27 |
|
|
2023
Q1 | $1.27M | Sell |
30,951
-166
| -0.5% | -$6.8K | 0.88% | 29 |
|
|
2022
Q4 | $1.28M | Buy |
+31,117
| New | +$1.28M | 0.96% | 27 |
|