Prime Capital Investment Advisors’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 | $217K | Buy |
4,332
+29
| +0.7% | +$1.45K | ﹤0.01% | 870 |
|
|
2025
Q1 | $213K | Buy |
4,303
+22
| +0.5% | +$1.09K | ﹤0.01% | 960 |
|
|
2024
Q4 | $218K | Sell |
4,281
-128
| -3% | -$6.52K | ﹤0.01% | 829 |
|
|
2024
Q3 | $225K | Sell |
4,409
-150
| -3% | -$7.67K | ﹤0.01% | 823 |
|
|
2024
Q2 | $213K | Buy |
4,559
+150
| +3% | +$7.02K | ﹤0.01% | 836 |
|
|
2024
Q1 | $215K | Hold |
4,409
| – | – | ﹤0.01% | 904 |
|
|
2023
Q4 | $201K | Buy |
+4,409
| New | +$201K | ﹤0.01% | 879 |
|