Insight Advisors’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 |
-5,643
| Closed | -$279K | – | 285 |
|
|
2025
Q1 | $279K | Sell |
5,643
-9,824
| -64% | -$486K | 0.05% | 223 |
|
|
2024
Q4 | $786K | Sell |
15,467
-5,869
| -28% | -$298K | 0.13% | 100 |
|
|
2024
Q3 | $1.09M | Sell |
21,336
-53,353
| -71% | -$2.73M | 0.19% | 84 |
|
|
2024
Q2 | $3.49M | Buy |
74,689
+11,345
| +18% | +$531K | 0.63% | 24 |
|
|
2024
Q1 | $3.09M | Buy |
63,344
+16,832
| +36% | +$821K | 0.59% | 26 |
|
|
2023
Q4 | $2.13M | Buy |
46,512
+18,077
| +64% | +$826K | 0.45% | 34 |
|
|
2023
Q3 | $1.16M | Sell |
28,435
-2,844
| -9% | -$116K | 0.27% | 63 |
|
|
2023
Q2 | $1.32M | Sell |
31,279
-1,448
| -4% | -$60.9K | 0.29% | 55 |
|
|
2023
Q1 | $1.34M | Buy |
32,727
+2,951
| +10% | +$121K | 0.31% | 53 |
|
|
2022
Q4 | $1.22M | Sell |
29,776
-12,969
| -30% | -$530K | 0.43% | 57 |
|
|
2022
Q3 | $1.61M | Buy |
42,745
+1,020
| +2% | +$38.4K | 0.63% | 39 |
|
|
2022
Q2 | $1.74M | Buy |
41,725
+1,346
| +3% | +$56K | 0.59% | 39 |
|
|
2022
Q1 | $1.79M | Buy |
40,379
+3,837
| +11% | +$170K | 0.54% | 38 |
|
|
2021
Q4 | $1.62M | Buy |
36,542
+13,321
| +57% | +$591K | 0.48% | 52 |
|
|
2021
Q3 | $1.03M | Buy |
23,221
+11,991
| +107% | +$531K | 0.31% | 87 |
|
|
2021
Q2 | $467K | Buy |
11,230
+5,650
| +101% | +$235K | 0.15% | 183 |
|
|
2021
Q1 | $235K | Buy |
+5,580
| New | +$235K | 0.07% | 293 |
|