Frazier Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
90,445
-1,953
| -2% | -$97.9K | 3.2% | 5 |
|
|
2025
Q1 | $4.58M | Buy |
92,398
+3,308
| +4% | +$164K | 3.53% | 5 |
|
|
2024
Q4 | $4.52M | Sell |
89,090
-1,542
| -2% | -$78.3K | 3.59% | 6 |
|
|
2024
Q3 | $4.63M | Sell |
90,632
-4,447
| -5% | -$227K | 3.6% | 5 |
|
|
2024
Q2 | $4.45M | Sell |
95,079
-152
| -0.2% | -$7.11K | 3.53% | 6 |
|
|
2024
Q1 | $4.64M | Sell |
95,231
-507
| -0.5% | -$24.7K | 3.81% | 4 |
|
|
2023
Q4 | $4.37M | Buy |
+95,738
| New | +$4.37M | 3.8% | 5 |
|