Element Wealth’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
Q1 | – | Sell |
-1,463
| Closed | -$74.6K | – | 172 |
|
|
2024
Q4 | $74.6K | Buy |
1,463
+9
| +0.6% | +$459 | 0.04% | 187 |
|
|
2024
Q3 | $74.3K | Buy |
1,454
+8
| +0.6% | +$409 | 0.04% | 181 |
|
|
2024
Q2 | $67.6K | Buy |
1,446
+9
| +0.6% | +$421 | 0.04% | 172 |
|
|
2024
Q1 | $70.1K | Buy |
1,437
+9
| +0.6% | +$439 | 0.04% | 171 |
|
|
2023
Q4 | $65.3K | Buy |
1,428
+10
| +0.7% | +$457 | 0.04% | 164 |
|
|
2023
Q3 | $58.1K | Buy |
1,418
+9
| +0.6% | +$369 | 0.04% | 160 |
|
|
2023
Q2 | $59.3K | Buy |
1,409
+10
| +0.7% | +$421 | 0.04% | 161 |
|
|
2023
Q1 | $57.3K | Buy |
1,399
+7
| +0.5% | +$287 | 0.04% | 153 |
|
|
2022
Q4 | $57.3K | Buy |
1,392
+13
| +0.9% | +$535 | 0.05% | 149 |
|
|
2022
Q3 | $52K | Buy |
1,379
+11
| +0.8% | +$415 | 0.05% | 143 |
|
|
2022
Q2 | $53K | Buy |
1,368
+10
| +0.7% | +$387 | 0.05% | 139 |
|
|
2022
Q1 | $60K | Sell |
1,358
-22
| -2% | -$972 | 0.05% | 148 |
|
|
2021
Q4 | $61K | Buy |
1,380
+11
| +0.8% | +$486 | 0.05% | 131 |
|
|
2021
Q3 | $57K | Buy |
1,369
+8
| +0.6% | +$333 | 0.05% | 126 |
|
|
2021
Q2 | $57K | Buy |
1,361
+8
| +0.6% | +$335 | 0.04% | 124 |
|
|
2021
Q1 | $55K | Buy |
1,353
+3
| +0.2% | +$122 | 0.05% | 122 |
|
|
2020
Q4 | $47K | Buy |
1,350
+14
| +1% | +$487 | 0.04% | 121 |
|
|
2020
Q3 | $39K | Buy |
1,336
+8
| +0.6% | +$234 | 0.04% | 109 |
|
|
2020
Q2 | $38K | Buy |
1,328
+458
| +53% | +$13.1K | 0.04% | 103 |
|
|
2020
Q1 | $21K | Buy |
870
+6
| +0.7% | +$145 | 0.03% | 96 |
|
|
2019
Q4 | $33K | Buy |
+864
| New | +$33K | 0.03% | 92 |
|