GWP
Gateway Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,549
| Closed | -$213K | – | 276 |
|
|
2024
Q2 | $213K | Buy |
4,549
+35
| +0.8% | +$1.64K | 0.06% | 249 |
|
|
2024
Q1 | $220K | Sell |
4,514
-4
| -0.1% | -$195 | 0.08% | 218 |
|
|
2023
Q4 | $206K | Sell |
4,518
-1,620
| -26% | -$74K | 0.08% | 218 |
|
|
2023
Q3 | $251K | Buy |
6,138
+538
| +10% | +$22K | 0.05% | 219 |
|
|
2023
Q2 | $235K | Buy |
+5,600
| New | +$235K | 0.04% | 210 |
|