Principal Securities’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 | $2.09M | Buy |
41,690
+2,504
| +6% | +$126K | 0.04% | 399 |
|
|
2025
Q1 | $2M | Buy |
39,186
+643
| +2% | +$32.8K | 0.04% | 363 |
|
|
2024
Q4 | $1.96M | Buy |
38,543
+2,052
| +6% | +$105K | 0.04% | 365 |
|
|
2024
Q3 | $1.87M | Buy |
36,491
+1,755
| +5% | +$89.7K | 0.05% | 368 |
|
|
2024
Q2 | $1.62M | Buy |
34,736
+91
| +0.3% | +$4.26K | 0.04% | 348 |
|
|
2024
Q1 | $1.69M | Buy |
34,645
+588
| +2% | +$28.7K | 0.05% | 315 |
|
|
2023
Q4 | $1.56M | Buy |
+34,057
| New | +$1.56M | 0.06% | 303 |
|