PCG
Prosperity Consulting Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
43,391
-1,138
| -3% | -$57K | 0.16% | 137 |
|
|
2025
Q1 | $2.21M | Sell |
44,529
-995
| -2% | -$49.3K | 0.17% | 134 |
|
|
2024
Q4 | $2.32M | Sell |
45,524
-917
| -2% | -$46.7K | 0.17% | 131 |
|
|
2024
Q3 | $2.37M | Sell |
46,441
-830
| -2% | -$42.4K | 0.19% | 129 |
|
|
2024
Q2 | $2.21M | Sell |
47,271
-3,224
| -6% | -$151K | 0.3% | 91 |
|
|
2024
Q1 | $2.46M | Buy |
+50,495
| New | +$2.46M | 0.31% | 94 |
|