PFG Investments’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 | $482K | Buy |
9,619
+37
| +0.4% | +$1.85K | 0.03% | 541 |
|
2025
Q1 | $474K | Buy |
9,582
+28
| +0.3% | +$1.39K | 0.03% | 518 |
|
2024
Q4 | $487K | Sell |
9,554
-2,217
| -19% | -$113K | 0.03% | 508 |
|
2024
Q3 | $602K | Buy |
11,771
+1,334
| +13% | +$68.2K | 0.04% | 431 |
|
2024
Q2 | $488K | Buy |
10,437
+43
| +0.4% | +$2.01K | 0.03% | 455 |
|
2024
Q1 | $507K | Buy |
10,394
+790
| +8% | +$38.5K | 0.03% | 520 |
|
2023
Q4 | $439K | Buy |
9,604
+49
| +0.5% | +$2.24K | 0.08% | 271 |
|
2023
Q3 | $391K | Buy |
9,555
+146
| +2% | +$5.98K | 0.07% | 291 |
|
2023
Q2 | $396K | Buy |
9,409
+1,045
| +12% | +$43.9K | 0.07% | 309 |
|
2023
Q1 | $343K | Buy |
+8,364
| New | +$343K | 0.07% | 314 |
|