Investors Research Corp’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 | $262K | Sell |
5,231
-119
| -2% | -$5.96K | 0.05% | 270 |
|
|
2025
Q1 | $265K | Sell |
5,350
-345
| -6% | -$17.1K | 0.06% | 255 |
|
|
2024
Q4 | $290K | Sell |
5,695
-193
| -3% | -$9.84K | 0.06% | 255 |
|
|
2024
Q3 | $301K | Sell |
5,888
-20,094
| -77% | -$1.03M | 0.07% | 263 |
|
|
2024
Q2 | $1.22M | Sell |
25,982
-114
| -0.4% | -$5.33K | 0.28% | 71 |
|
|
2024
Q1 | $1.27M | Sell |
26,096
-291
| -1% | -$14.2K | 0.3% | 68 |
|
|
2023
Q4 | $1.21M | Sell |
26,387
-45
| -0.2% | -$2.06K | 0.29% | 77 |
|
|
2023
Q3 | $1.08M | Sell |
26,432
-1,334
| -5% | -$54.6K | 0.28% | 83 |
|
|
2023
Q2 | $1.17M | Buy |
27,766
+30
| +0.1% | +$1.26K | 0.29% | 79 |
|
|
2023
Q1 | $1.14M | Sell |
27,736
-995
| -3% | -$40.8K | 0.3% | 84 |
|
|
2022
Q4 | $1.18M | Buy |
28,731
+18
| +0.1% | +$741 | 0.32% | 76 |
|
|
2022
Q3 | $1.08M | Sell |
28,713
-115
| -0.4% | -$4.33K | 0.33% | 65 |
|
|
2022
Q2 | $1.12M | Sell |
28,828
-219
| -0.8% | -$8.54K | 0.34% | 69 |
|
|
2022
Q1 | $1.29M | Sell |
29,047
-93
| -0.3% | -$4.13K | 0.36% | 70 |
|
|
2021
Q4 | $1.29M | Sell |
29,140
-32
| -0.1% | -$1.42K | 0.39% | 68 |
|
|
2021
Q3 | $1.21M | Sell |
29,172
-103
| -0.4% | -$4.27K | 0.41% | 73 |
|
|
2021
Q2 | $1.23M | Hold |
29,275
| – | – | 0.42% | 73 |
|
|
2021
Q1 | $1.18M | Sell |
29,275
-82
| -0.3% | -$3.31K | 0.45% | 70 |
|
|
2020
Q4 | $1.02M | Sell |
29,357
-218
| -0.7% | -$7.59K | 0.4% | 59 |
|
|
2020
Q3 | $855K | Sell |
29,575
-1,300
| -4% | -$37.6K | 0.41% | 61 |
|
|
2020
Q2 | $875K | Buy |
30,875
+8,453
| +38% | +$240K | 0.44% | 56 |
|
|
2020
Q1 | $542K | Buy |
22,422
+13,996
| +166% | +$338K | 0.34% | 94 |
|
|
2019
Q4 | $321K | Buy |
8,426
+2,940
| +54% | +$112K | 0.15% | 215 |
|
|
2019
Q3 | $199K | Buy |
5,486
+1,350
| +33% | +$49K | 0.1% | 261 |
|
|
2019
Q2 | $150K | Buy |
+4,136
| New | +$150K | 0.08% | 297 |
|