Omni 360 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
25,227
+200
| +0.8% | +$10K | 0.62% | 32 |
|
|
2025
Q1 | $1.24M | Buy |
25,027
+1,600
| +7% | +$79.2K | 0.73% | 30 |
|
|
2024
Q4 | $1.19M | Buy |
23,427
+1,586
| +7% | +$80.8K | 0.75% | 32 |
|
|
2024
Q3 | $1.12M | Sell |
21,841
-99
| -0.5% | -$5.06K | 0.73% | 38 |
|
|
2024
Q2 | $1.03M | Buy |
21,940
+1,402
| +7% | +$65.6K | 0.76% | 36 |
|
|
2024
Q1 | $1M | Buy |
20,538
+3,725
| +22% | +$182K | 0.81% | 34 |
|
|
2023
Q4 | $768K | Buy |
+16,813
| New | +$768K | 0.72% | 38 |
|