Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-704
| Closed | -$35K | – | 705 |
|
|
2024
Q3 | $35K | Hold |
704
| – | – | 0.01% | 555 |
|
|
2024
Q2 | $32K | Hold |
704
| – | – | 0.01% | 567 |
|
|
2024
Q1 | $34.3K | Hold |
704
| – | – | 0.01% | 551 |
|
|
2023
Q4 | $32K | Hold |
704
| – | – | 0.01% | 547 |
|
|
2023
Q3 | $28.8K | Buy |
+704
| New | +$28.8K | 0.01% | 559 |
|
|
2023
Q1 | $29K | Buy |
+704
| New | +$29K | 0.01% | 556 |
|
|
2022
Q4 | – | Sell |
-704
| Closed | -$26K | – | 500 |
|
|
2022
Q3 | $26K | Sell |
704
-12,676
| -95% | -$468K | 0.01% | 524 |
|
|
2022
Q2 | $522K | Buy |
+13,380
| New | +$522K | 0.23% | 104 |
|