Leo Wealth LLC’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 | $414K | Buy |
+8,266
| New | +$414K | 0.03% | 269 |
|
|
2025
Q1 | – | Sell |
-8,466
| Closed | -$432K | – | 299 |
|
|
2024
Q4 | $432K | Hold |
8,466
| – | – | 0.04% | 249 |
|
|
2024
Q3 | $433K | Sell |
8,466
-217
| -2% | -$11.1K | 0.04% | 241 |
|
|
2024
Q2 | $403K | Buy |
8,683
+1,959
| +29% | +$90.9K | 0.04% | 239 |
|
|
2024
Q1 | $326K | Sell |
6,724
-1,108
| -14% | -$53.7K | 0.03% | 259 |
|
|
2023
Q4 | $367K | Buy |
+7,832
| New | +$367K | 0.04% | 235 |
|