Key Financial Inc’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 | $363K | Buy |
7,248
+555
| +8% | +$27.8K | 0.07% | 203 |
|
|
2025
Q1 | $331K | Hold |
6,693
| – | – | 0.07% | 201 |
|
|
2024
Q4 | $341K | Sell |
6,693
-420
| -6% | -$21.4K | 0.08% | 186 |
|
|
2024
Q3 | $364K | Hold |
7,113
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $333K | Sell |
7,113
-1,109
| -13% | -$51.9K | 0.08% | 184 |
|
|
2024
Q1 | $401K | Buy |
8,222
+1,017
| +14% | +$49.6K | 0.1% | 158 |
|
|
2023
Q4 | $329K | Buy |
7,205
+430
| +6% | +$19.6K | 0.09% | 168 |
|
|
2023
Q3 | $278K | Sell |
6,775
-801
| -11% | -$32.8K | 0.09% | 170 |
|
|
2023
Q2 | $319K | Sell |
7,576
-1,224
| -14% | -$51.5K | 0.11% | 158 |
|
|
2023
Q1 | $361K | Sell |
8,800
-3,940
| -31% | -$161K | 0.13% | 136 |
|
|
2022
Q4 | $480K | Hold |
12,740
| – | – | 0.23% | 84 |
|
|
2022
Q3 | $480K | Sell |
12,740
-1,059
| -8% | -$39.9K | 0.23% | 84 |
|
|
2022
Q2 | $545K | Hold |
13,799
| – | – | 0.3% | 64 |
|
|
2022
Q1 | $613K | Hold |
13,799
| – | – | 0.3% | 62 |
|
|
2021
Q4 | $612K | Hold |
13,799
| – | – | 0.31% | 63 |
|
|
2021
Q3 | $572K | Hold |
13,799
| – | – | 0.32% | 62 |
|
|
2021
Q2 | $578K | Hold |
13,799
| – | – | 0.32% | 61 |
|
|
2021
Q1 | $558K | Hold |
13,799
| – | – | 0.37% | 57 |
|
|
2020
Q4 | $480K | Hold |
13,799
| – | – | 0.36% | 59 |
|
|
2020
Q3 | $399K | Sell |
13,799
-949
| -6% | -$27.4K | 0.41% | 60 |
|
|
2020
Q2 | $413K | Hold |
14,748
| – | – | 0.47% | 54 |
|
|
2020
Q1 | $364K | Hold |
14,748
| – | – | 0.37% | 52 |
|
|
2019
Q4 | $561K | Buy |
+14,748
| New | +$561K | 0.53% | 48 |
|