GLOBALT Investments’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 | $975K | Sell |
19,457
-2,125
| -10% | -$107K | 0.04% | 146 |
|
2025
Q1 | $1.07M | Sell |
21,582
-23,952
| -53% | -$1.19M | 0.04% | 136 |
|
2024
Q4 | $2.32M | Sell |
45,534
-1,348
| -3% | -$68.7K | 0.09% | 114 |
|
2024
Q3 | $2.4M | Sell |
46,882
-1,257
| -3% | -$64.3K | 0.09% | 113 |
|
2024
Q2 | $2.25M | Sell |
48,139
-5,329
| -10% | -$249K | 0.09% | 112 |
|
2024
Q1 | $2.61M | Sell |
53,468
-3,057
| -5% | -$149K | 0.1% | 106 |
|
2023
Q4 | $2.58M | Buy |
+56,525
| New | +$2.58M | 0.11% | 101 |
|