Oxinas Partners Wealth Management’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 | $2.07M | Buy |
41,340
+1,336
| +3% | +$67K | 1.06% | 29 |
|
|
2025
Q1 | $1.98M | Buy |
40,004
+8,241
| +26% | +$408K | 1.17% | 24 |
|
|
2024
Q4 | $1.62M | Buy |
31,763
+2,635
| +9% | +$134K | 0.95% | 29 |
|
|
2024
Q3 | $1.49M | Buy |
29,128
+10,144
| +53% | +$519K | 0.91% | 31 |
|
|
2024
Q2 | $888K | Buy |
18,984
+8,120
| +75% | +$380K | 0.59% | 46 |
|
|
2024
Q1 | $530K | Buy |
10,864
+1,705
| +19% | +$83.2K | 0.34% | 64 |
|
|
2023
Q4 | $418K | Buy |
9,159
+3,497
| +62% | +$160K | 0.3% | 69 |
|
|
2023
Q3 | $232K | Buy |
5,662
+380
| +7% | +$15.6K | 0.17% | 101 |
|
|
2023
Q2 | $222K | Buy |
+5,282
| New | +$222K | 0.15% | 110 |
|