Meridian Wealth Management’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 | $4.12M | Buy |
82,247
+1,465
| +2% | +$73.4K | 0.18% | 119 |
|
|
2025
Q1 | $4M | Buy |
80,782
+605
| +0.8% | +$30K | 0.19% | 119 |
|
|
2024
Q4 | $4.09M | Buy |
80,177
+1,965
| +3% | +$100K | 0.19% | 112 |
|
|
2024
Q3 | $4M | Buy |
78,212
+7,500
| +11% | +$383K | 0.2% | 115 |
|
|
2024
Q2 | $3.31M | Buy |
+70,712
| New | +$3.31M | 0.4% | 60 |
|
|
2024
Q1 | – | Sell |
-64,909
| Closed | -$2.97M | – | 276 |
|
|
2023
Q4 | $2.97M | Buy |
+64,909
| New | +$2.97M | 0.19% | 125 |
|
|
2021
Q4 | – | Sell |
-5,706
| Closed | -$237K | – | 405 |
|
|
2021
Q3 | $237K | Buy |
+5,706
| New | +$237K | 0.03% | 350 |
|