Financial Engines 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 | $1.27M | Hold |
25,296
| – | – | ﹤0.01% | 267 |
|
|
2025
Q1 | $1.25M | Buy |
25,296
+38
| +0.2% | +$1.88K | ﹤0.01% | 237 |
|
|
2024
Q4 | $1.29M | Buy |
25,258
+9
| +0% | +$459 | ﹤0.01% | 238 |
|
|
2024
Q3 | $1.29M | Sell |
25,249
-5,200
| -17% | -$266K | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.42M | Sell |
30,449
-936
| -3% | -$43.8K | ﹤0.01% | 190 |
|
|
2024
Q1 | $1.53M | Hold |
31,385
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $1.43M | Buy |
31,385
+515
| +2% | +$23.5K | ﹤0.01% | 167 |
|
|
2023
Q3 | $1.26M | Sell |
30,870
-804
| -3% | -$32.9K | ﹤0.01% | 157 |
|
|
2023
Q2 | $1.33M | Buy |
31,674
+600
| +2% | +$25.2K | ﹤0.01% | 160 |
|
|
2023
Q1 | $1.27M | Buy |
31,074
+1,485
| +5% | +$60.9K | ﹤0.01% | 166 |
|
|
2022
Q4 | $1.22M | Sell |
29,589
-1,723
| -6% | -$70.9K | ﹤0.01% | 154 |
|
|
2022
Q3 | $1.18M | Buy |
31,312
+1,004
| +3% | +$37.8K | ﹤0.01% | 148 |
|
|
2022
Q2 | $1.18M | Hold |
30,308
| – | – | ﹤0.01% | 144 |
|
|
2022
Q1 | $1.35M | Buy |
+30,308
| New | +$1.35M | ﹤0.01% | 140 |
|