Provident Wealth Management’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 | $50 | Hold |
1
| – | – | ﹤0.01% | 137 |
|
|
2025
Q1 | $50 | Buy |
+1
| New | +$50 | ﹤0.01% | 136 |
|
|
2020
Q4 | – | Sell |
-86
| Closed | -$2K | – | 122 |
|
|
2020
Q3 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 246 |
|
|
2020
Q2 | – | Sell |
-41,959
| Closed | -$1.01M | – | 71 |
|
|
2020
Q1 | $1.01M | Buy |
41,959
+1,691
| +4% | +$40.9K | 1.24% | 25 |
|
|
2019
Q4 | $1.53M | Buy |
+40,268
| New | +$1.53M | 1.37% | 22 |
|