&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
$1.84M Buy
36,774
+2,243
+6% +$112K 0.01% 703
2025
Q1
$1.7M Buy
34,531
+21,491
+165% +$1.06M 0.02% 607
2024
Q4
$667K Buy
13,040
+277
+2% +$14.2K 0.01% 941
2024
Q3
$621K Buy
12,763
+2,717
+27% +$132K 0.01% 768
2024
Q2
$470K Buy
+10,046
New +$470K 0.02% 568