Kaydan 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 | $975K | Sell |
19,444
-2,315
| -11% | -$116K | 0.32% | 41 |
|
|
2025
Q1 | $1.08M | Sell |
21,759
-3
| -0% | -$149 | 0.35% | 34 |
|
|
2024
Q4 | $1.11M | Sell |
21,762
-331
| -1% | -$16.9K | 0.37% | 32 |
|
|
2024
Q3 | $1.13M | Buy |
22,093
+393
| +2% | +$20.1K | 0.33% | 32 |
|
|
2024
Q2 | $1.01M | Buy |
21,700
+737
| +4% | +$34.5K | 0.36% | 35 |
|
|
2024
Q1 | $1.02M | Sell |
20,963
-228
| -1% | -$11.1K | 0.35% | 34 |
|
|
2023
Q4 | $968K | Sell |
21,191
-376
| -2% | -$17.2K | 0.39% | 33 |
|
|
2023
Q3 | $883K | Sell |
21,567
-367
| -2% | -$15K | 0.35% | 31 |
|
|
2023
Q2 | $922K | Buy |
21,934
+50
| +0.2% | +$2.1K | 0.39% | 30 |
|
|
2023
Q1 | $897K | Sell |
21,884
-883
| -4% | -$36.2K | 0.37% | 28 |
|
|
2022
Q4 | $937K | Hold |
22,767
| – | – | 0.37% | 28 |
|
|
2022
Q3 | $858K | Sell |
22,767
-2,163
| -9% | -$81.5K | 0.47% | 28 |
|
|
2022
Q2 | $972K | Buy |
24,930
+125
| +0.5% | +$4.87K | 0.54% | 26 |
|
|
2022
Q1 | $1.1M | Buy |
24,805
+904
| +4% | +$40.2K | 0.49% | 32 |
|
|
2021
Q4 | $1.06M | Buy |
+23,901
| New | +$1.06M | 0.4% | 34 |
|