Missouri Trust & Investment Company’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 | $51.4K | Hold |
1,025
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $50.8K | Hold |
1,025
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $52.2K | Buy |
1,025
+300
| +41% | +$15.3K | 0.02% | 207 |
|
|
2024
Q3 | $37.1K | Hold |
725
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $33.9K | Sell |
725
-50
| -6% | -$2.34K | 0.01% | 234 |
|
|
2024
Q1 | $37.8K | Sell |
775
-82
| -10% | -$4K | 0.01% | 234 |
|
|
2023
Q4 | $39.2K | Hold |
857
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $35.1K | Buy |
857
+132
| +18% | +$5.41K | 0.02% | 210 |
|
|
2023
Q2 | $30.5K | Hold |
725
| – | – | 0.02% | 234 |
|
|
2023
Q1 | $29.7K | Hold |
725
| – | – | 0.02% | 200 |
|
|
2022
Q4 | $30K | Hold |
725
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $27K | Sell |
725
-200
| -22% | -$7.45K | 0.02% | 209 |
|
|
2022
Q2 | $36K | Hold |
925
| – | – | 0.02% | 196 |
|
|
2022
Q1 | $41K | Hold |
925
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $41K | Buy |
+925
| New | +$41K | 0.02% | 215 |
|