Lido 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 | $13.9M | Sell |
277,530
-5,777
| -2% | -$290K | 0.05% | 194 |
|
|
2025
Q1 | $14M | Sell |
283,307
-6,850
| -2% | -$339K | 0.06% | 183 |
|
|
2024
Q4 | $14.8M | Buy |
290,157
+275,561
| +1,888% | +$14M | 0.07% | 159 |
|
|
2024
Q3 | $746K | Sell |
14,596
-871
| -6% | -$44.5K | ﹤0.01% | 747 |
|
|
2024
Q2 | $723K | Sell |
15,467
-664
| -4% | -$31.1K | ﹤0.01% | 720 |
|
|
2024
Q1 | $787K | Buy |
16,131
+690
| +4% | +$33.7K | ﹤0.01% | 681 |
|
|
2023
Q4 | $706K | Sell |
15,441
-6,662
| -30% | -$305K | ﹤0.01% | 668 |
|
|
2023
Q3 | $905K | Sell |
22,103
-24
| -0.1% | -$983 | 0.01% | 518 |
|
|
2023
Q2 | $930K | Buy |
22,127
+4,709
| +27% | +$198K | 0.01% | 505 |
|
|
2023
Q1 | $714K | Buy |
+17,418
| New | +$714K | 0.01% | 511 |
|