Marathon Strategic 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 | $766K | Hold |
15,280
| – | – | 0.71% | 22 |
|
|
2025
Q1 | $757K | Sell |
15,280
-30
| -0.2% | -$1.49K | 0.81% | 20 |
|
|
2024
Q4 | $780K | Sell |
15,310
-282
| -2% | -$14.4K | 0.84% | 20 |
|
|
2024
Q3 | $797K | Buy |
15,592
+15
| +0.1% | +$767 | 0.84% | 20 |
|
|
2024
Q2 | $729K | Hold |
15,577
| – | – | 0.85% | 20 |
|
|
2024
Q1 | $760K | Hold |
15,577
| – | – | 0.92% | 16 |
|
|
2023
Q4 | $712K | Buy |
+15,577
| New | +$712K | 0.96% | 19 |
|