FIA
Foundations Investment Advisors’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 | $274K | Sell |
5,472
-167
| -3% | -$8.37K | ﹤0.01% | 771 |
|
|
2025
Q1 | $279K | Buy |
5,639
+309
| +6% | +$15.3K | 0.01% | 729 |
|
|
2024
Q4 | $272K | Sell |
5,330
-751
| -12% | -$38.3K | 0.01% | 680 |
|
|
2024
Q3 | $311K | Buy |
6,081
+716
| +13% | +$36.6K | 0.01% | 626 |
|
|
2024
Q2 | $251K | Sell |
5,365
-42
| -0.8% | -$1.96K | 0.01% | 649 |
|
|
2024
Q1 | $264K | Buy |
5,407
+55
| +1% | +$2.68K | 0.01% | 609 |
|
|
2023
Q4 | $241K | Sell |
5,352
-3,425
| -39% | -$154K | 0.01% | 604 |
|
|
2023
Q3 | $359K | Sell |
8,777
-279
| -3% | -$11.4K | 0.01% | 467 |
|
|
2023
Q2 | $381K | Buy |
+9,056
| New | +$381K | 0.01% | 418 |
|