Farther Finance Advisors’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 | $443K | Buy |
8,839
+7,434
| +529% | +$373K | 0.01% | 966 |
|
|
2025
Q1 | $69.7K | Buy |
1,405
+572
| +69% | +$28.4K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $42.5K | Hold |
833
| – | – | ﹤0.01% | 1746 |
|
|
2024
Q3 | $42.6K | Buy |
833
+676
| +431% | +$34.6K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $7.29K | Hold |
157
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q1 | $7.6K | Buy |
+157
| New | +$7.6K | ﹤0.01% | 1872 |
|