Holistic Planning’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 | – | Sell |
-4,737
| Closed | -$235K | – | 220 |
|
|
2025
Q1 | $235K | Hold |
4,737
| – | – | 0.08% | 169 |
|
|
2024
Q4 | $241K | Sell |
4,737
-975
| -17% | -$49.7K | 0.09% | 150 |
|
|
2024
Q3 | $292K | Hold |
5,712
| – | – | 0.12% | 118 |
|
|
2024
Q2 | $279K | Hold |
5,712
| – | – | 0.21% | 92 |
|
|
2024
Q1 | $279K | Sell |
5,712
-84
| -1% | -$4.1K | 0.21% | 92 |
|
|
2023
Q4 | $265K | Buy |
+5,796
| New | +$265K | 0.22% | 93 |
|