Principle 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 | $1.24M | Hold |
24,795
| – | – | 0.08% | 140 |
|
|
2025
Q1 | $1.23M | Hold |
24,795
| – | – | 0.09% | 142 |
|
|
2024
Q4 | $1.26M | Sell |
24,795
-1,195
| -5% | -$60.9K | 0.09% | 137 |
|
|
2024
Q3 | $1.33M | Hold |
25,990
| – | – | 0.09% | 136 |
|
|
2024
Q2 | $1.22M | Hold |
25,990
| – | – | 0.09% | 140 |
|
|
2024
Q1 | $1.27M | Hold |
25,990
| – | – | 0.1% | 140 |
|
|
2023
Q4 | $1.19M | Sell |
25,990
-4,400
| -14% | -$201K | 0.1% | 141 |
|
|
2023
Q3 | $1.24M | Sell |
30,390
-5,150
| -14% | -$211K | 0.13% | 134 |
|
|
2023
Q2 | $1.49M | Buy |
35,540
+500
| +1% | +$21K | 0.15% | 116 |
|
|
2023
Q1 | $1.44M | Buy |
35,040
+2,900
| +9% | +$119K | 0.15% | 115 |
|
|
2022
Q4 | $1.32M | Hold |
32,140
| – | – | 0.15% | 110 |
|
|
2022
Q3 | $1.21K | Buy |
32,140
+3,650
| +13% | +$138 | 0.11% | 109 |
|
|
2022
Q2 | $1.11M | Sell |
28,490
-1,280
| -4% | -$49.9K | 0.13% | 124 |
|
|
2022
Q1 | $1.32M | Sell |
29,770
-1,085
| -4% | -$48.2K | 0.14% | 116 |
|
|
2021
Q4 | $1.37M | Buy |
30,855
+1,330
| +5% | +$59K | 0.14% | 117 |
|
|
2021
Q3 | $1.22M | Hold |
29,525
| – | – | 0.14% | 116 |
|
|
2021
Q2 | $1.24M | Sell |
29,525
-1,650
| -5% | -$69.2K | 0.14% | 118 |
|
|
2021
Q1 | $1.26M | Buy |
31,175
+5,575
| +22% | +$225K | 0.15% | 115 |
|
|
2020
Q4 | $891K | Buy |
+25,600
| New | +$891K | 0.12% | 127 |
|