FFG Retirement 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 | $1.73M | Buy |
34,486
+3,334
| +11% | +$167K | 1.08% | 35 |
|
|
2025
Q1 | $1.54M | Sell |
31,152
-681
| -2% | -$33.7K | 1.05% | 32 |
|
|
2024
Q4 | $1.62M | Sell |
31,833
-286
| -0.9% | -$14.6K | 1.06% | 31 |
|
|
2024
Q3 | $1.64M | Buy |
32,119
+166
| +0.5% | +$8.49K | 1.07% | 31 |
|
|
2024
Q2 | $1.49M | Sell |
31,953
-797
| -2% | -$37.3K | 1.04% | 35 |
|
|
2024
Q1 | $1.6M | Buy |
32,750
+758
| +2% | +$37K | 1.12% | 29 |
|
|
2023
Q4 | $1.46M | Buy |
+31,992
| New | +$1.46M | 1.13% | 30 |
|