Merit Financial Group’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 | $1.96M | Buy |
39,147
+2,861
| +8% | +$143K | 0.02% | 530 |
|
|
2025
Q1 | $1.8M | Buy |
36,286
+807
| +2% | +$40K | 0.03% | 462 |
|
|
2024
Q4 | $1.81M | Buy |
35,479
+5,459
| +18% | +$278K | 0.03% | 372 |
|
|
2024
Q3 | $1.53M | Sell |
30,020
-14,603
| -33% | -$747K | 0.03% | 324 |
|
|
2024
Q2 | $2.09M | Sell |
44,623
-1,789
| -4% | -$83.7K | 0.05% | 260 |
|
|
2024
Q1 | $2.18M | Buy |
46,412
+1,251
| +3% | +$58.9K | 0.05% | 254 |
|
|
2023
Q4 | $2.06M | Buy |
45,161
+4,756
| +12% | +$217K | 0.06% | 202 |
|
|
2023
Q3 | $1.66M | Buy |
40,405
+1,009
| +3% | +$41.3K | 0.05% | 248 |
|
|
2023
Q2 | $1.66M | Sell |
39,396
-101
| -0.3% | -$4.25K | 0.05% | 251 |
|
|
2023
Q1 | $1.62M | Buy |
39,497
+2,086
| +6% | +$85.5K | 0.06% | 226 |
|
|
2022
Q4 | $1.54M | Buy |
37,411
+25,846
| +223% | +$1.06M | 0.06% | 230 |
|
|
2022
Q3 | $436K | Buy |
+11,565
| New | +$436K | 0.02% | 375 |
|