NewEdge Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,227
| Closed | -$291K | – | 877 |
|
|
2024
Q2 | $291K | Hold |
6,227
| – | – | 0.01% | 648 |
|
|
2024
Q1 | $291K | Hold |
6,227
| – | – | 0.01% | 673 |
|
|
2023
Q4 | $285K | Hold |
6,227
| – | – | 0.01% | 632 |
|
|
2023
Q3 | $255K | Sell |
6,227
-840
| -12% | -$34.4K | 0.01% | 571 |
|
|
2023
Q2 | $297K | Hold |
7,067
| – | – | 0.01% | 547 |
|
|
2023
Q1 | $290K | Buy |
+7,067
| New | +$290K | 0.01% | 508 |
|