Provenance Wealth 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 | $34K | Sell |
679
-298
| -31% | -$14.9K | ﹤0.01% | 237 |
|
|
2025
Q1 | $48.4K | Hold |
977
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $49.8K | Hold |
977
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $50K | Sell |
977
-491
| -33% | -$25.1K | 0.01% | 235 |
|
|
2024
Q2 | $68.7K | Hold |
1,468
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $71.6K | Hold |
1,468
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $67.1K | Hold |
1,468
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $60.1K | Buy |
+1,468
| New | +$60.1K | 0.01% | 167 |
|