Oliver Lagore Vanvalin Investment Group’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 | $42.1K | Buy |
+851
| New | +$42.1K | 0.02% | 267 |
|
|
2024
Q4 | $43.4K | Hold |
851
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $43.5K | Hold |
851
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $39.8K | Hold |
851
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $41.5K | Sell |
851
-1,031
| -55% | -$50.3K | 0.01% | 254 |
|
|
2023
Q4 | $86K | Sell |
1,882
-1,299
| -41% | -$59.4K | 0.03% | 160 |
|
|
2023
Q3 | $130K | Sell |
3,181
-2,280
| -42% | -$93.4K | 0.05% | 144 |
|
|
2023
Q2 | $230K | Buy |
5,461
+5,265
| +2,686% | +$221K | 0.08% | 122 |
|
|
2023
Q1 | $8.03K | Hold |
196
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $8.06K | Hold |
196
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $7K | Buy |
+196
| New | +$7K | ﹤0.01% | 383 |
|