IWN
DON icon

Independent Wealth Network’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Independent Wealth Network’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,964
Closed -$203K – 240
2024
Q3 		$203K Sell
3,964
-1,416
-26% -$69.2K 0.09% 212
2024
Q2 		$252K Sell
5,380
-4,696
-47% -$222K 0.12% 183
2024
Q1 		$491K Sell
10,076
-234
-2% -$10.7K 0.23% 116
2023
Q4 		$471K Buy
10,310
+114
+1% +$4.78K 0.25% 110
2023
Q3 		$418K Sell
10,196
-699
-6% -$29.8K 0.26% 103
2023
Q2 		$458K Buy
10,895
+3,039
+39% +$123K 0.28% 94
2023
Q1 		$322K Buy
7,856
+1,385
+21% +$58.9K 0.21% 125
2022
Q4 		$266K Buy
+6,471
New +$268K 0.18% 139

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LW
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