FFA
Founders Financial Alliance’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 | $2.68M | Buy |
53,561
+1,958
| +4% | +$98.1K | 0.61% | 37 |
|
|
2025
Q1 | $2.56M | Buy |
51,603
+2,259
| +5% | +$112K | 0.62% | 35 |
|
|
2024
Q4 | $2.52M | Buy |
49,344
+1,999
| +4% | +$102K | 0.69% | 31 |
|
|
2024
Q3 | $2.42M | Buy |
47,345
+369
| +0.8% | +$18.9K | 0.67% | 31 |
|
|
2024
Q2 | $2.2M | Buy |
46,976
+6,073
| +15% | +$284K | 0.65% | 30 |
|
|
2024
Q1 | $1.99M | Buy |
40,903
+39,883
| +3,910% | +$1.95M | 0.6% | 36 |
|
|
2023
Q4 | $46.6K | Hold |
1,020
| – | – | 0.02% | 342 |
|
|
2023
Q3 | $41.8K | Hold |
1,020
| – | – | 0.02% | 330 |
|
|
2023
Q2 | $42.9K | Hold |
1,020
| – | – | 0.02% | 354 |
|
|
2023
Q1 | $41.8K | Hold |
1,020
| – | – | 0.02% | 317 |
|
|
2022
Q4 | $42K | Sell |
1,020
-3,511
| -77% | -$144K | 0.02% | 343 |
|
|
2022
Q3 | $171K | Sell |
4,531
-222
| -5% | -$8.38K | 0.09% | 218 |
|
|
2022
Q2 | $185K | Sell |
4,753
-580
| -11% | -$22.6K | 0.09% | 214 |
|
|
2022
Q1 | $237K | Sell |
5,333
-13,091
| -71% | -$582K | 0.11% | 186 |
|
|
2021
Q4 | $817K | Buy |
18,424
+5
| +0% | +$222 | 0.33% | 72 |
|
|
2021
Q3 | $764K | Sell |
18,419
-807
| -4% | -$33.5K | 0.36% | 71 |
|
|
2021
Q2 | $806K | Buy |
19,226
+13,893
| +261% | +$582K | 0.37% | 70 |
|
|
2021
Q1 | $230K | Sell |
5,333
-100
| -2% | -$4.31K | 0.11% | 201 |
|
|
2020
Q4 | $189K | Sell |
5,433
-14,557
| -73% | -$506K | 0.11% | 195 |
|
|
2020
Q3 | $587K | Buy |
+19,990
| New | +$587K | 0.35% | 65 |
|