PTP
Platform Technology Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Hold |
17,251
| – | – | 0.23% | 112 |
|
|
2025
Q1 | $854K | Hold |
17,251
| – | – | 0.25% | 101 |
|
|
2024
Q4 | $879K | Hold |
17,251
| – | – | 0.27% | 89 |
|
|
2024
Q3 | $882K | Hold |
17,251
| – | – | 0.28% | 91 |
|
|
2024
Q2 | $807K | Buy |
+17,251
| New | +$807K | 0.28% | 84 |
|
|
2023
Q4 | $784K | Hold |
17,251
| – | – | 0.3% | 80 |
|
|
2023
Q3 | $707K | Sell |
17,251
-92
| -0.5% | -$3.77K | 0.33% | 78 |
|
|
2023
Q2 | $741K | Buy |
17,343
+92
| +0.5% | +$3.93K | 0.35% | 76 |
|
|
2023
Q1 | $707K | Hold |
17,251
| – | – | 0.35% | 79 |
|
|
2022
Q4 | $710K | Hold |
17,251
| – | – | 0.37% | 77 |
|
|
2022
Q3 | $650K | Hold |
17,251
| – | – | 0.37% | 75 |
|
|
2022
Q2 | $672K | Hold |
17,251
| – | – | 0.37% | 74 |
|
|
2022
Q1 | $766K | Hold |
17,251
| – | – | 0.37% | 71 |
|
|
2021
Q4 | $765K | Hold |
17,251
| – | – | 0.34% | 77 |
|
|
2021
Q3 | $715K | Hold |
17,251
| – | – | 0.32% | 80 |
|
|
2021
Q2 | $724K | Buy |
+17,251
| New | +$724K | 0.3% | 91 |
|
|
2020
Q4 | $601K | Hold |
17,251
| – | – | 0.29% | 95 |
|
|
2020
Q3 | $499K | Hold |
17,251
| – | – | 0.31% | 92 |
|
|
2020
Q2 | $489K | Buy |
17,251
+7,978
| +86% | +$226K | 0.34% | 82 |
|
|
2020
Q1 | $224K | Buy |
+9,273
| New | +$224K | 0.2% | 137 |
|