Midland Wealth 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 | $2.42M | Sell |
48,362
-4,587
| -9% | -$230K | 0.13% | 37 |
|
|
2025
Q1 | $2.62M | Sell |
52,949
-2,078
| -4% | -$103K | 0.15% | 35 |
|
|
2024
Q4 | $2.8M | Sell |
55,027
-1,668
| -3% | -$85K | 0.17% | 35 |
|
|
2024
Q3 | $2.9M | Sell |
56,695
-6,959
| -11% | -$356K | 0.17% | 33 |
|
|
2024
Q2 | $2.98M | Sell |
63,654
-2,561
| -4% | -$120K | 0.18% | 36 |
|
|
2024
Q1 | $3.23M | Sell |
66,215
-15,655
| -19% | -$763K | 0.2% | 27 |
|
|
2023
Q4 | $3.74M | Buy |
+81,870
| New | +$3.74M | 0.26% | 23 |
|