Guidance Capital’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 | $770K | Buy |
15,396
+203
| +1% | +$10.2K | 0.22% | 104 |
|
|
2025
Q1 | $733K | Sell |
15,193
-752
| -5% | -$36.3K | 0.22% | 102 |
|
|
2024
Q4 | $840K | Buy |
15,945
+2,969
| +23% | +$156K | 0.26% | 98 |
|
|
2024
Q3 | $679K | Sell |
12,976
-282
| -2% | -$14.7K | 0.21% | 110 |
|
|
2024
Q2 | $664K | Sell |
13,258
-268
| -2% | -$13.4K | 0.22% | 108 |
|
|
2024
Q1 | $623K | Buy |
13,526
+5,170
| +62% | +$238K | 0.23% | 97 |
|
|
2023
Q4 | $382K | Buy |
8,356
+708
| +9% | +$32.4K | 0.15% | 123 |
|
|
2023
Q3 | $304K | Buy |
7,648
+276
| +4% | +$11K | 0.14% | 116 |
|
|
2023
Q2 | $321K | Buy |
+7,372
| New | +$321K | 0.14% | 120 |
|