HF Advisory 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 | $1.93M | Sell |
38,519
-1,267
| -3% | -$63.5K | 0.76% | 48 |
|
|
2025
Q1 | $1.97M | Buy |
39,786
+2,625
| +7% | +$130K | 0.86% | 38 |
|
|
2024
Q4 | $1.89M | Buy |
37,161
+920
| +3% | +$46.9K | 0.87% | 38 |
|
|
2024
Q3 | $1.85M | Sell |
36,241
-3,221
| -8% | -$165K | 0.86% | 39 |
|
|
2024
Q2 | $1.85M | Buy |
39,462
+4,314
| +12% | +$202K | 0.95% | 33 |
|
|
2024
Q1 | $1.71M | Buy |
35,148
+4,653
| +15% | +$227K | 0.96% | 33 |
|
|
2023
Q4 | $1.39M | Buy |
30,495
+3,833
| +14% | +$175K | 0.89% | 38 |
|
|
2023
Q3 | $1.1M | Sell |
26,662
-356
| -1% | -$14.6K | 0.81% | 45 |
|
|
2023
Q2 | $1.14M | Buy |
27,018
+1,681
| +7% | +$70.7K | 0.9% | 38 |
|
|
2023
Q1 | $1.04M | Sell |
25,337
-47
| -0.2% | -$1.93K | 0.92% | 35 |
|
|
2022
Q4 | $1.04M | Buy |
+25,384
| New | +$1.04M | 1.06% | 24 |
|