Main Street Financial Solutions’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 | $3.87M | Sell |
77,139
-1,622
| -2% | -$81.3K | 0.28% | 78 |
|
2025
Q1 | $3.9M | Buy |
78,761
+4,730
| +6% | +$234K | 0.34% | 61 |
|
2024
Q4 | $3.77M | Sell |
74,031
-97
| -0.1% | -$4.94K | 0.37% | 52 |
|
2024
Q3 | $3.79M | Buy |
74,128
+890
| +1% | +$45.5K | 0.35% | 54 |
|
2024
Q2 | $3.43M | Buy |
73,238
+549
| +0.8% | +$25.7K | 0.32% | 59 |
|
2024
Q1 | $3.55M | Sell |
72,689
-34,814
| -32% | -$1.7M | 0.38% | 50 |
|
2023
Q4 | $4.91M | Sell |
107,503
-3,315
| -3% | -$151K | 0.63% | 30 |
|
2023
Q3 | $4.54M | Sell |
110,818
-488
| -0.4% | -$20K | 0.64% | 32 |
|
2023
Q2 | $4.68M | Buy |
111,306
+604
| +0.5% | +$25.4K | 0.63% | 34 |
|
2023
Q1 | $4.54M | Buy |
110,702
+3,235
| +3% | +$133K | 0.67% | 30 |
|
2022
Q4 | $4.42M | Sell |
107,467
-2,884
| -3% | -$119K | 0.7% | 30 |
|
2022
Q3 | $4.28M | Buy |
+110,351
| New | +$4.28M | 0.71% | 31 |
|