Prospera Financial Services’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 | $389K | Sell |
7,753
-189
| -2% | -$9.48K | 0.01% | 1004 |
|
|
2025
Q1 | $393K | Sell |
7,942
-198
| -2% | -$9.81K | 0.01% | 884 |
|
|
2024
Q4 | $415K | Buy |
8,140
+26
| +0.3% | +$1.33K | 0.01% | 808 |
|
|
2024
Q3 | $415K | Buy |
8,114
+23
| +0.3% | +$1.18K | 0.01% | 786 |
|
|
2024
Q2 | $378K | Buy |
8,091
+25
| +0.3% | +$1.17K | 0.01% | 821 |
|
|
2024
Q1 | $393K | Buy |
8,066
+361
| +5% | +$17.6K | 0.01% | 792 |
|
|
2023
Q4 | $352K | Buy |
7,705
+13
| +0.2% | +$594 | 0.01% | 782 |
|
|
2023
Q3 | $315K | Buy |
7,692
+27
| +0.4% | +$1.11K | 0.01% | 786 |
|
|
2023
Q2 | $322K | Buy |
7,665
+70
| +0.9% | +$2.94K | 0.01% | 769 |
|
|
2023
Q1 | $311K | Sell |
7,595
-330
| -4% | -$13.5K | 0.01% | 769 |
|
|
2022
Q4 | $326K | Buy |
+7,925
| New | +$326K | 0.02% | 670 |
|
|
2022
Q2 | – | Sell |
-5,924
| Closed | -$263K | – | 1849 |
|
|
2022
Q1 | $263K | Buy |
5,924
+48
| +0.8% | +$2.13K | 0.01% | 783 |
|
|
2021
Q4 | $261K | Buy |
5,876
+30
| +0.5% | +$1.33K | 0.01% | 746 |
|
|
2021
Q3 | $242K | Sell |
5,846
-40
| -0.7% | -$1.66K | 0.01% | 717 |
|
|
2021
Q2 | $247K | Buy |
5,886
+472
| +9% | +$19.8K | 0.01% | 712 |
|
|
2021
Q1 | $219K | Buy |
+5,414
| New | +$219K | 0.01% | 698 |
|
|
2020
Q4 | – | Sell |
-4,681
| Closed | -$135K | – | 885 |
|
|
2020
Q3 | $135K | Buy |
+4,681
| New | +$135K | 0.05% | 332 |
|