Gryphon Financial Partners’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 | $967K | Buy |
19,286
+22
| +0.1% | +$1.1K | 0.13% | 106 |
|
|
2025
Q1 | $954K | Sell |
19,264
-853
| -4% | -$42.2K | 0.14% | 100 |
|
|
2024
Q4 | $1.03M | Buy |
20,117
+122
| +0.6% | +$6.22K | 0.15% | 85 |
|
|
2024
Q3 | $1.02M | Sell |
19,995
-138
| -0.7% | -$7.06K | 0.14% | 94 |
|
|
2024
Q2 | $942K | Sell |
20,133
-577
| -3% | -$27K | 0.14% | 90 |
|
|
2024
Q1 | $1.01M | Sell |
20,710
-1,406
| -6% | -$68.6K | 0.17% | 82 |
|
|
2023
Q4 | $1.01M | Sell |
22,116
-196
| -0.9% | -$8.96K | 0.18% | 83 |
|
|
2023
Q3 | $914K | Sell |
22,312
-4,056
| -15% | -$166K | 0.21% | 55 |
|
|
2023
Q2 | $1.11M | Sell |
26,368
-2,706
| -9% | -$114K | 0.24% | 52 |
|
|
2023
Q1 | $1.19M | Buy |
29,074
+431
| +2% | +$17.7K | 0.27% | 47 |
|
|
2022
Q4 | $1.18M | Buy |
28,643
+129
| +0.5% | +$5.31K | 0.28% | 47 |
|
|
2022
Q3 | $1.07M | Sell |
28,514
-911
| -3% | -$34.3K | 0.27% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
29,425
+12
| +0% | +$468 | 0.28% | 45 |
|
|
2022
Q1 | $1.31M | Sell |
29,413
-13,047
| -31% | -$580K | 0.27% | 45 |
|
|
2021
Q4 | $1.88M | Buy |
42,460
+29,737
| +234% | +$1.32M | 0.36% | 36 |
|
|
2021
Q3 | $527K | Buy |
+12,723
| New | +$527K | 0.12% | 96 |
|