Eagle Strategies’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
Q2 | – | Sell |
-10,088
| Closed | -$492K | – | 237 |
|
|
2024
Q1 | $492K | Buy |
+10,088
| New | +$492K | 0.11% | 161 |
|
|
2023
Q2 | – | Sell |
-67,788
| Closed | -$2.78M | – | 185 |
|
|
2023
Q1 | $2.78M | Buy |
67,788
+6,011
| +10% | +$246K | 0.69% | 39 |
|
|
2022
Q4 | $2.54M | Buy |
+61,777
| New | +$2.54M | 0.76% | 38 |
|
|
2022
Q3 | – | Sell |
-6,380
| Closed | -$249K | – | 110 |
|
|
2022
Q2 | $249K | Buy |
+6,380
| New | +$249K | 0.09% | 122 |
|