Melone Private Wealth’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 | $16.7M | Buy |
334,530
+7,741
| +2% | +$387K | 8.55% | 1 |
|
|
2025
Q1 | $16.2M | Buy |
326,789
+5,830
| +2% | +$289K | 8.47% | 2 |
|
|
2024
Q4 | $16.4M | Sell |
320,959
-20,521
| -6% | -$1.05M | 8.48% | 2 |
|
|
2024
Q3 | $17.5M | Buy |
341,480
+8,779
| +3% | +$449K | 9.27% | 1 |
|
|
2024
Q2 | $15.6M | Buy |
332,701
+4,170
| +1% | +$195K | 9.22% | 1 |
|
|
2024
Q1 | $16M | Buy |
328,531
+1,492
| +0.5% | +$72.8K | 9.62% | 1 |
|
|
2023
Q4 | $14.9M | Buy |
327,039
+12,151
| +4% | +$555K | 9.51% | 1 |
|
|
2023
Q3 | $12.9M | Buy |
314,888
+16,932
| +6% | +$694K | 9.22% | 1 |
|
|
2023
Q2 | $12.5M | Buy |
297,956
+19,185
| +7% | +$807K | 8.84% | 1 |
|
|
2023
Q1 | $11.2M | Buy |
278,771
+49,376
| +22% | +$1.99M | 8.56% | 1 |
|
|
2022
Q4 | $9.44M | Buy |
229,395
+5,254
| +2% | +$216K | 8% | 1 |
|
|
2022
Q3 | $8.86M | Buy |
224,141
+6,302
| +3% | +$249K | 7.74% | 1 |
|
|
2022
Q2 | $8.61M | Buy |
217,839
+2,147
| +1% | +$84.9K | 7.3% | 1 |
|
|
2022
Q1 | $9.34M | Buy |
215,692
+6,770
| +3% | +$293K | 7.62% | 1 |
|
|
2021
Q4 | $9.27M | Buy |
+208,922
| New | +$9.27M | 6.97% | 1 |
|