DGS Capital 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
2024
Q4
$520K Sell
10,201
-2,090
-17% -$107K 0.13% 147
2024
Q3
$628K Sell
12,291
-1,710
-12% -$87.4K 0.17% 124
2024
Q2
$655K Buy
14,001
+1,388
+11% +$64.9K 0.18% 106
2024
Q1
$615K Buy
+12,613
New +$615K 0.17% 113