GSB 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 | $6.17M | Buy |
123,149
+13,642
| +12% | +$684K | 1.51% | 12 |
|
|
2025
Q1 | $5.42M | Sell |
109,507
-989
| -0.9% | -$49K | 1.43% | 13 |
|
|
2024
Q4 | $5.63M | Buy |
110,496
+5,597
| +5% | +$285K | 1.45% | 13 |
|
|
2024
Q3 | $5.36M | Buy |
104,899
+13,846
| +15% | +$708K | 1.37% | 13 |
|
|
2024
Q2 | $4.26M | Buy |
91,053
+5,701
| +7% | +$267K | 1.16% | 19 |
|
|
2024
Q1 | $4.16M | Buy |
85,352
+6,590
| +8% | +$321K | 1.17% | 18 |
|
|
2023
Q4 | $3.6M | Buy |
78,762
+4,578
| +6% | +$209K | 1.11% | 19 |
|
|
2023
Q3 | $3.04M | Buy |
74,184
+12,232
| +20% | +$501K | 1.02% | 23 |
|
|
2023
Q2 | $2.61M | Buy |
61,952
+25,056
| +68% | +$1.05M | 0.85% | 33 |
|
|
2023
Q1 | $1.51M | Buy |
36,896
+23,881
| +183% | +$979K | 0.49% | 75 |
|
|
2022
Q4 | $535K | Buy |
+13,015
| New | +$535K | 0.19% | 135 |
|