Intrua Financial’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 | $2.7M | Buy |
53,961
+3,678
| +7% | +$184K | 0.36% | 49 |
|
|
2025
Q1 | $2.49M | Buy |
50,283
+12,527
| +33% | +$620K | 0.36% | 55 |
|
|
2024
Q4 | $1.92M | Sell |
37,756
-2,472
| -6% | -$126K | 0.3% | 61 |
|
|
2024
Q3 | $2.06M | Sell |
40,228
-19,656
| -33% | -$1.01M | 0.31% | 59 |
|
|
2024
Q2 | $2.8M | Buy |
59,884
+26,593
| +80% | +$1.24M | 0.42% | 43 |
|
|
2024
Q1 | $1.62M | Sell |
33,291
-699
| -2% | -$34.1K | 0.23% | 91 |
|
|
2023
Q4 | $1.55M | Sell |
33,990
-115
| -0.3% | -$5.25K | 0.23% | 98 |
|
|
2023
Q3 | $1.4M | Sell |
34,105
-159
| -0.5% | -$6.51K | 0.24% | 93 |
|
|
2023
Q2 | $1.44M | Sell |
34,264
-244
| -0.7% | -$10.3K | 0.24% | 98 |
|
|
2023
Q1 | $1.36M | Sell |
34,508
-448
| -1% | -$17.7K | 0.28% | 89 |
|
|
2022
Q4 | $1.47M | Buy |
34,956
+161
| +0.5% | +$6.79K | 0.34% | 71 |
|
|
2022
Q3 | $1.31M | Sell |
34,795
-800
| -2% | -$30.1K | 0.35% | 59 |
|
|
2022
Q2 | $1.39M | Sell |
35,595
-185
| -0.5% | -$7.21K | 0.3% | 74 |
|
|
2022
Q1 | $1.59M | Sell |
35,780
-622
| -2% | -$27.6K | 0.28% | 71 |
|
|
2021
Q4 | $1.62M | Buy |
36,402
+278
| +0.8% | +$12.3K | 0.28% | 77 |
|
|
2021
Q3 | $1.55M | Sell |
36,124
-989
| -3% | -$42.3K | 0.28% | 80 |
|
|
2021
Q2 | $1.6M | Buy |
37,113
+213
| +0.6% | +$9.15K | 0.38% | 56 |
|
|
2021
Q1 | $1.56M | Buy |
36,900
+7,224
| +24% | +$305K | 0.4% | 54 |
|
|
2020
Q4 | $1.03M | Sell |
29,676
-1,080
| -4% | -$37.6K | 0.46% | 47 |
|
|
2020
Q3 | $1.01M | Buy |
30,756
+3,885
| +14% | +$128K | 0.5% | 44 |
|
|
2020
Q2 | $823K | Buy |
+26,871
| New | +$823K | 0.31% | 72 |
|