Golden State 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 | $435K | Sell |
8,683
-64
| -0.7% | -$3.21K | 0.05% | 256 |
|
|
2025
Q1 | $433K | Buy |
8,747
+375
| +4% | +$18.6K | 0.06% | 229 |
|
|
2024
Q4 | $427K | Buy |
+8,372
| New | +$427K | 0.06% | 216 |
|
|
2022
Q1 | $294K | Sell |
6,626
-1,789
| -21% | -$79.4K | 0.06% | 238 |
|
|
2021
Q4 | $373K | Buy |
+8,415
| New | +$373K | 0.06% | 257 |
|
|
2021
Q1 | – | Sell |
-29,699
| Closed | -$1.03M | – | 208 |
|
|
2020
Q4 | $1.03M | Sell |
29,699
-3,904
| -12% | -$136K | 0.3% | 63 |
|
|
2020
Q3 | $971K | Sell |
33,603
-31,786
| -49% | -$918K | 0.32% | 51 |
|
|
2020
Q2 | $1.85M | Buy |
65,389
+62,644
| +2,282% | +$1.78M | 0.59% | 29 |
|
|
2020
Q1 | $66K | Buy |
+2,745
| New | +$66K | 0.03% | 311 |
|
|
2019
Q4 | – | Sell |
-107,679
| Closed | -$3.91M | – | 250 |
|
|
2019
Q3 | $3.91M | Sell |
107,679
-5,052
| -4% | -$183K | 1.29% | 20 |
|
|
2019
Q2 | $4.08M | Buy |
112,731
+11,548
| +11% | +$418K | 1.29% | 15 |
|
|
2019
Q1 | $3.62M | Buy |
+101,183
| New | +$3.62M | 1.21% | 15 |
|