Northwest Financial 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
2024
Q4
Sell
-805
Closed -$41.2K 212
2024
Q3
$41.2K Buy
+805
New +$41.2K 0.03% 250
2024
Q1
Sell
-805
Closed -$36.8K 193
2023
Q4
$36.8K Buy
+805
New +$36.8K 0.03% 242