ORG Partners’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 | $2.26M | Buy |
44,325
+5,715
| +15% | +$291K | 0.48% | 44 |
|
|
2025
Q1 | $1.97M | Buy |
38,610
+23,726
| +159% | +$1.21M | 0.48% | 41 |
|
|
2024
Q4 | $759K | Buy |
14,884
+9,634
| +184% | +$491K | 0.1% | 138 |
|
|
2024
Q3 | $268K | Buy |
+5,250
| New | +$268K | 0.04% | 243 |
|
|
2023
Q3 | – | Hold |
0
| – | -$7 | – | 1424 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1354 |
|