Future Financial Wealth Management’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 |
-11
| Closed | -$554 | – | 454 |
|
|
2025
Q1 | $554 | Sell |
11
-11
| -50% | -$554 | ﹤0.01% | 431 |
|
|
2024
Q4 | $1.14K | Hold |
22
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $1.13K | Buy |
+22
| New | +$1.13K | ﹤0.01% | 443 |
|
|
2024
Q2 | – | Sell |
-22
| Closed | -$1.07K | – | 198 |
|
|
2024
Q1 | $1.07K | Buy |
+22
| New | +$1.07K | ﹤0.01% | 469 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$1K | – | 219 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 510 |
|