EWG Elevate’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 |
-51,791
| Closed | -$2.64M | – | 128 |
|
2024
Q4 | $2.64M | Buy |
+51,791
| New | +$2.64M | 0.8% | 35 |
|
2023
Q1 | – | Sell |
-1,588
| Closed | -$65.3K | – | 234 |
|
2022
Q4 | $65.3K | Buy |
+1,588
| New | +$65.3K | 0.03% | 149 |
|
2022
Q3 | – | Sell |
-70,773
| Closed | -$2.76M | – | 75 |
|
2022
Q2 | $2.76M | Buy |
+70,773
| New | +$2.76M | 1.34% | 20 |
|
2021
Q1 | – | Sell |
-59,927
| Closed | -$2.09M | – | 74 |
|
2020
Q4 | $2.09M | Buy |
+59,927
| New | +$2.09M | 0.96% | 31 |
|
2020
Q1 | – | Sell |
-6,454
| Closed | -$246K | – | 61 |
|
2019
Q4 | $246K | Buy |
+6,454
| New | +$246K | 0.13% | 66 |
|