Goldstone Financial Group’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 | $9M | Buy |
174,349
+7,328
| +4% | +$378K | 1.19% | 26 |
|
|
2025
Q1 | $8.27M | Buy |
167,021
+6,681
| +4% | +$331K | 1.25% | 24 |
|
|
2024
Q4 | $8.17M | Buy |
160,340
+11,539
| +8% | +$588K | 1.28% | 24 |
|
|
2024
Q3 | $7.61M | Buy |
148,801
+22,797
| +18% | +$1.17M | 1.32% | 23 |
|
|
2024
Q2 | $5.89M | Buy |
126,004
+20,435
| +19% | +$956K | 1.18% | 23 |
|
|
2024
Q1 | $5.15M | Buy |
105,569
+5,849
| +6% | +$285K | 1.18% | 23 |
|
|
2023
Q4 | $4.56M | Buy |
99,720
+32,768
| +49% | +$1.5M | 1.18% | 24 |
|
|
2023
Q3 | $2.74M | Buy |
66,952
+14,195
| +27% | +$581K | 0.81% | 30 |
|
|
2023
Q2 | $2.22M | Buy |
52,757
+14,396
| +38% | +$605K | 0.65% | 32 |
|
|
2023
Q1 | $1.57M | Buy |
+38,361
| New | +$1.57M | 0.52% | 36 |
|