Focus Partners Wealth’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 | $13M | Buy |
260,364
+6,562
| +3% | +$329K | 0.03% | 450 |
|
|
2025
Q1 | $12.6M | Buy |
253,802
+25,259
| +11% | +$1.25M | 0.03% | 427 |
|
|
2024
Q4 | $11.6M | Buy |
+228,543
| New | +$11.6M | 0.03% | 429 |
|
|
2024
Q3 | – | Sell |
-170,407
| Closed | -$7.97M | – | 1588 |
|
|
2024
Q2 | $7.97M | Buy |
170,407
+4,525
| +3% | +$212K | 0.03% | 413 |
|
|
2024
Q1 | $8.09M | Buy |
+165,882
| New | +$8.09M | 0.07% | 241 |
|