NIWA
New Insight Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
12,140
-570
| -4% | -$28.6K | 0.25% | 58 |
|
|
2025
Q1 | $629K | Buy |
12,710
+925
| +8% | +$45.8K | 0.29% | 52 |
|
|
2024
Q4 | $601K | Buy |
11,785
+3,590
| +44% | +$183K | 0.3% | 45 |
|
|
2024
Q3 | $419K | Sell |
8,195
-125
| -2% | -$6.39K | 0.22% | 55 |
|
|
2024
Q2 | $389K | Sell |
8,320
-115
| -1% | -$5.38K | 0.23% | 56 |
|
|
2024
Q1 | $411K | Buy |
8,435
+670
| +9% | +$32.7K | 0.26% | 50 |
|
|
2023
Q4 | $355K | Buy |
+7,765
| New | +$355K | 0.24% | 57 |
|