DHJJ Financial Advisors’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 | $4.95K | Buy |
99
+75
| +313% | +$3.75K | ﹤0.01% | 607 |
|
|
2025
Q1 | $1.17K | Hold |
24
| – | – | ﹤0.01% | 678 |
|
|
2024
Q4 | $1.21K | Hold |
24
| – | – | ﹤0.01% | 646 |
|
|
2024
Q3 | $1.21K | Hold |
24
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $1.11K | Hold |
24
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $1.15K | Buy |
24
+1
| +4% | +$48 | ﹤0.01% | 577 |
|
|
2023
Q4 | $1.07K | Hold |
23
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $951 | Buy |
+23
| New | +$951 | ﹤0.01% | 577 |
|