GHP Investment 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 | $8.62K | Sell |
172
-73
| -30% | -$3.66K | ﹤0.01% | 729 |
|
|
2025
Q1 | $12.1K | Hold |
245
| – | – | ﹤0.01% | 670 |
|
|
2024
Q4 | $12.5K | Hold |
245
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $12.5K | Hold |
245
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $11.5K | Hold |
245
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $11.9K | Buy |
+245
| New | +$11.9K | ﹤0.01% | 641 |
|