KCM Investment 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 | $384K | Buy |
+7,670
| New | +$384K | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-6,281
| Closed | -$239K | – | 312 |
|
|
2019
Q4 | $239K | Buy |
6,281
+6
| +0.1% | +$228 | 0.01% | 312 |
|
|
2019
Q3 | $228K | Buy |
6,275
+7
| +0.1% | +$254 | 0.01% | 307 |
|
|
2019
Q2 | $227K | Buy |
6,268
+4
| +0.1% | +$145 | 0.01% | 307 |
|
|
2019
Q1 | $224K | Buy |
+6,264
| New | +$224K | 0.01% | 302 |
|
|
2018
Q4 | – | Sell |
-6,256
| Closed | -$231K | – | 485 |
|
|
2018
Q3 | $231K | Buy |
6,256
+2
| +0% | +$74 | 0.01% | 477 |
|
|
2018
Q2 | $224K | Buy |
6,254
+379
| +6% | +$13.6K | 0.01% | 485 |
|
|
2018
Q1 | $200K | Sell |
5,875
-745
| -11% | -$25.4K | 0.01% | 511 |
|
|
2017
Q4 | $234K | Buy |
6,620
+2
| +0% | +$71 | 0.01% | 472 |
|
|
2017
Q3 | $220K | Buy |
6,618
+6
| +0.1% | +$199 | 0.01% | 491 |
|
|
2017
Q2 | $215K | Buy |
6,612
+3
| +0% | +$98 | 0.01% | 508 |
|
|
2017
Q1 | $215K | Sell |
6,609
-3,930
| -37% | -$128K | 0.01% | 510 |
|
|
2016
Q4 | $332K | Buy |
10,539
+519
| +5% | +$16.4K | 0.02% | 423 |
|
|
2016
Q3 | $304K | Buy |
10,020
+1,443
| +17% | +$43.8K | 0.02% | 439 |
|
|
2016
Q2 | $256K | Sell |
8,577
-339
| -4% | -$10.1K | 0.02% | 460 |
|
|
2016
Q1 | $256K | Buy |
8,916
+12
| +0.1% | +$345 | 0.02% | 450 |
|
|
2015
Q4 | $239K | Buy |
+8,904
| New | +$239K | 0.02% | 462 |
|