JPL Wealth Management’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 | $4.49M | Buy |
89,519
+1,530
| +2% | +$76.7K | 1.21% | 32 |
|
|
2025
Q1 | $4.36M | Buy |
87,989
+4,016
| +5% | +$199K | 1.24% | 28 |
|
|
2024
Q4 | $4.28M | Buy |
+83,973
| New | +$4.28M | 1.23% | 24 |
|
|
2024
Q2 | $2.83M | Buy |
60,490
+3,311
| +6% | +$155K | 1.39% | 24 |
|
|
2024
Q1 | $2.79M | Buy |
57,179
+12,991
| +29% | +$634K | 1.54% | 21 |
|
|
2023
Q4 | $2.02M | Buy |
+44,188
| New | +$2.02M | 1.45% | 20 |
|