HB 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 | $679K | Hold |
13,541
| – | – | 0.01% | 630 |
|
|
2025
Q1 | $671K | Buy |
13,541
+2,625
| +24% | +$130K | 0.01% | 660 |
|
|
2024
Q4 | $556K | Hold |
10,916
| – | – | 0.01% | 575 |
|
|
2024
Q3 | $558K | Hold |
10,916
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $511K | Hold |
10,916
| – | – | 0.01% | 536 |
|
|
2024
Q1 | $532K | Hold |
10,916
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $499K | Hold |
10,916
| – | – | 0.01% | 466 |
|
|
2023
Q3 | $447K | Hold |
10,916
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $459K | Hold |
10,916
| – | – | 0.01% | 438 |
|
|
2023
Q1 | $447K | Hold |
10,916
| – | – | 0.01% | 438 |
|
|
2022
Q4 | $449K | Sell |
10,916
-79
| -0.7% | -$3.25K | 0.01% | 421 |
|
|
2022
Q3 | $414K | Buy |
+10,995
| New | +$414K | 0.01% | 372 |
|