FinTrust Capital 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
2024
Q3
$175K Buy
3,427
+634
+23% +$32.4K 0.03% 328
2024
Q2
$131K Buy
2,793
+368
+15% +$17.2K 0.02% 357
2024
Q1
$118K Buy
2,425
+461
+23% +$22.5K 0.02% 359
2023
Q4
$89.7K Buy
1,964
+384
+24% +$17.5K 0.02% 383
2023
Q3
$64.7K Buy
+1,580
New +$64.7K 0.01% 410