Farmers & Merchants Trust Co of Chambersburg PA’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 | $2.01M | Buy |
40,063
+8,029
| +25% | +$402K | 0.63% | 54 |
|
2025
Q1 | $1.59M | Buy |
32,034
+567
| +2% | +$28.1K | 0.56% | 53 |
|
2024
Q4 | $1.6M | Buy |
31,467
+720
| +2% | +$36.7K | 0.61% | 53 |
|
2024
Q3 | $1.57M | Sell |
30,747
-7,013
| -19% | -$359K | 0.61% | 57 |
|
2024
Q2 | $1.77M | Sell |
37,760
-118
| -0.3% | -$5.52K | 0.71% | 53 |
|
2024
Q1 | $1.85M | Sell |
37,878
-4,462
| -11% | -$218K | 0.76% | 53 |
|
2023
Q4 | $1.94M | Buy |
42,340
+16,155
| +62% | +$738K | 0.99% | 40 |
|
2023
Q3 | $1.07M | Buy |
+26,185
| New | +$1.07M | 0.7% | 51 |
|