Perigon 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
Q1 | – | Sell |
-3,906
| Closed | -$203K | – | 1039 |
|
|
2024
Q4 | $203K | Buy |
+3,906
| New | +$203K | 0.01% | 973 |
|
|
2017
Q2 | – | Sell |
-84
| Closed | -$3K | – | 589 |
|
|
2017
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 585 |
|
|
2016
Q4 | $3K | Hold |
84
| – | – | ﹤0.01% | 672 |
|
|
2016
Q3 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 588 |
|