Independent Wealth Network’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 |
-3,964
| Closed | -$203K | – | 240 |
|
|
2024
Q3 | $203K | Sell |
3,964
-1,416
| -26% | -$72.4K | 0.09% | 212 |
|
|
2024
Q2 | $252K | Sell |
5,380
-4,696
| -47% | -$220K | 0.12% | 183 |
|
|
2024
Q1 | $491K | Sell |
10,076
-234
| -2% | -$11.4K | 0.23% | 116 |
|
|
2023
Q4 | $471K | Buy |
10,310
+114
| +1% | +$5.21K | 0.25% | 110 |
|
|
2023
Q3 | $418K | Sell |
10,196
-699
| -6% | -$28.6K | 0.26% | 103 |
|
|
2023
Q2 | $458K | Buy |
10,895
+3,039
| +39% | +$128K | 0.28% | 94 |
|
|
2023
Q1 | $322K | Buy |
7,856
+1,385
| +21% | +$56.8K | 0.21% | 125 |
|
|
2022
Q4 | $266K | Buy |
+6,471
| New | +$266K | 0.18% | 139 |
|