Financial Management Network’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 | $1.94M | Buy |
37,644
+4,909
| +15% | +$253K | 0.35% | 59 |
|
2025
Q1 | $1.45M | Buy |
32,735
+7,714
| +31% | +$341K | 0.33% | 61 |
|
2024
Q4 | $1.28M | Sell |
25,021
-119
| -0.5% | -$6.09K | 0.27% | 61 |
|
2024
Q3 | $1.29M | Sell |
25,140
-4,078
| -14% | -$209K | 0.27% | 67 |
|
2024
Q2 | $1.35M | Sell |
29,218
-924
| -3% | -$42.7K | 0.32% | 58 |
|
2024
Q1 | $1.44M | Buy |
30,142
+797
| +3% | +$38K | 0.36% | 52 |
|
2023
Q4 | $1.32M | Sell |
29,345
-6,848
| -19% | -$309K | 0.39% | 46 |
|
2023
Q3 | $1.45M | Sell |
36,193
-7,108
| -16% | -$284K | 0.48% | 43 |
|
2023
Q2 | $1.83M | Buy |
43,301
+2,605
| +6% | +$110K | 0.64% | 34 |
|
2023
Q1 | $1.64M | Buy |
40,696
+14,563
| +56% | +$588K | 0.66% | 33 |
|
2022
Q4 | $1.09M | Buy |
+26,133
| New | +$1.09M | 0.48% | 44 |
|