Precedent Wealth 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 | $14M | Buy |
279,484
+11,829
| +4% | +$593K | 3.43% | 3 |
|
|
2025
Q1 | $13.3M | Buy |
267,655
+20,338
| +8% | +$1.01M | 3.68% | 2 |
|
|
2024
Q4 | $12.6M | Sell |
247,317
-21,253
| -8% | -$1.08M | 4.11% | 2 |
|
|
2024
Q3 | $13.7M | Buy |
268,570
+5,693
| +2% | +$291K | 4.53% | 2 |
|
|
2024
Q2 | $12.3M | Buy |
262,877
+5,871
| +2% | +$275K | 4.95% | 3 |
|
|
2024
Q1 | $12.5M | Buy |
257,006
+7,483
| +3% | +$365K | 5.39% | 3 |
|
|
2023
Q4 | $11.4M | Buy |
+249,523
| New | +$11.4M | 5.79% | 3 |
|