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