Evanson Asset 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 | $464K | Buy |
9,265
+63
| +0.7% | +$3.16K | 0.03% | 212 |
|
|
2025
Q1 | $456K | Buy |
9,202
+13
| +0.1% | +$644 | 0.03% | 190 |
|
|
2024
Q4 | $468K | Buy |
9,189
+56
| +0.6% | +$2.85K | 0.03% | 187 |
|
|
2024
Q3 | $467K | Buy |
9,133
+52
| +0.6% | +$2.66K | 0.03% | 189 |
|
|
2024
Q2 | $425K | Buy |
9,081
+56
| +0.6% | +$2.62K | 0.03% | 188 |
|
|
2024
Q1 | $440K | Buy |
9,025
+51
| +0.6% | +$2.49K | 0.03% | 199 |
|
|
2023
Q4 | $410K | Buy |
8,974
+62
| +0.7% | +$2.83K | 0.03% | 196 |
|
|
2023
Q3 | $365K | Buy |
8,912
+59
| +0.7% | +$2.42K | 0.03% | 196 |
|
|
2023
Q2 | $372K | Buy |
8,853
+61
| +0.7% | +$2.57K | 0.03% | 196 |
|
|
2023
Q1 | $360K | Buy |
8,792
+46
| +0.5% | +$1.89K | 0.04% | 192 |
|
|
2022
Q4 | $360K | Buy |
8,746
+82
| +0.9% | +$3.37K | 0.04% | 187 |
|
|
2022
Q3 | $326K | Buy |
8,664
+64
| +0.7% | +$2.41K | 0.04% | 194 |
|
|
2022
Q2 | $335K | Buy |
8,600
+63
| +0.7% | +$2.45K | 0.04% | 200 |
|
|
2022
Q1 | $379K | Buy |
8,537
+23
| +0.3% | +$1.02K | 0.04% | 203 |
|
|
2021
Q4 | $378K | Buy |
8,514
+65
| +0.8% | +$2.89K | 0.03% | 210 |
|
|
2021
Q3 | $353K | Buy |
8,449
+52
| +0.6% | +$2.17K | 0.04% | 210 |
|
|
2021
Q2 | $352K | Buy |
8,397
+49
| +0.6% | +$2.05K | 0.04% | 211 |
|
|
2021
Q1 | $337K | Buy |
8,348
+19
| +0.2% | +$767 | 0.05% | 209 |
|
|
2020
Q4 | $290K | Buy |
8,329
+85
| +1% | +$2.96K | 0.05% | 211 |
|
|
2020
Q3 | $238K | Buy |
8,244
+49
| +0.6% | +$1.42K | 0.04% | 212 |
|
|
2020
Q2 | $232K | Buy |
+8,195
| New | +$232K | 0.05% | 203 |
|
|
2020
Q1 | – | Sell |
-8,063
| Closed | -$307K | – | 225 |
|
|
2019
Q4 | $307K | Buy |
8,063
+62
| +0.8% | +$2.36K | 0.06% | 177 |
|
|
2019
Q3 | $291K | Buy |
8,001
+79
| +1% | +$2.87K | 0.06% | 185 |
|
|
2019
Q2 | $287K | Buy |
7,922
+47
| +0.6% | +$1.7K | 0.06% | 188 |
|
|
2019
Q1 | $282K | Buy |
7,875
+10
| +0.1% | +$358 | 0.06% | 187 |
|
|
2018
Q4 | $249K | Buy |
7,865
+81
| +1% | +$2.56K | 0.06% | 187 |
|
|
2018
Q3 | $287K | Buy |
7,784
+32
| +0.4% | +$1.18K | 0.06% | 190 |
|
|
2018
Q2 | $278K | Buy |
7,752
+35
| +0.5% | +$1.26K | 0.06% | 200 |
|
|
2018
Q1 | $263K | Buy |
7,717
+59
| +0.8% | +$2.01K | 0.05% | 206 |
|
|
2017
Q4 | $270K | Buy |
7,658
+44
| +0.6% | +$1.55K | 0.05% | 203 |
|
|
2017
Q3 | $254K | Buy |
+7,614
| New | +$254K | 0.05% | 192 |
|