FPAS
Focus Partners Advisor Solutions’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
69,818
+190
| +0.3% | +$9.52K | 0.05% | 184 |
|
|
2025
Q1 | $3.45M | Buy |
69,628
+2,185
| +3% | +$108K | 0.05% | 173 |
|
|
2024
Q4 | $3.44M | Buy |
67,443
+55,386
| +459% | +$2.82M | 0.06% | 155 |
|
|
2024
Q3 | $616K | Buy |
12,057
+57
| +0.5% | +$2.91K | 0.01% | 399 |
|
|
2024
Q2 | $561K | Buy |
12,000
+4,425
| +58% | +$207K | 0.01% | 345 |
|
|
2024
Q1 | $369K | Buy |
+7,575
| New | +$369K | 0.01% | 417 |
|
|
2022
Q2 | – | Sell |
-6,345
| Closed | -$281K | – | 368 |
|
|
2022
Q1 | $281K | Buy |
+6,345
| New | +$281K | 0.03% | 254 |
|