FSA 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 | – | Sell |
-4,986
| Closed | -$247K | – | 185 |
|
|
2025
Q1 | $247K | Sell |
4,986
-3,312
| -40% | -$164K | 0.2% | 148 |
|
|
2024
Q4 | $423K | Sell |
8,298
-276
| -3% | -$14.1K | 0.52% | 69 |
|
|
2024
Q3 | $401K | Sell |
8,574
-3,704
| -30% | -$173K | 0.4% | 77 |
|
|
2024
Q2 | $599K | Hold |
12,278
| – | – | 0.62% | 49 |
|
|
2024
Q1 | $599K | Buy |
12,278
+4,528
| +58% | +$221K | 0.64% | 47 |
|
|
2023
Q4 | $354K | Buy |
+7,750
| New | +$354K | 0.44% | 69 |
|