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Realta Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Realta Investment Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-188
Closed -$8.77K – 435
2024
Q2 		$8.77K Buy
188
+2
+1% +$95 ﹤0.01% 682
2024
Q1 		$9.09K Buy
+186
New +$8.53K ﹤0.01% 705
2023
Q1 		– Sell
-765
Closed -$31.5K – 493
2022
Q4 		$31.5K Hold
765
– – 0.01% 596
2022
Q3 		$29K Buy
+765
New +$31.5K 0.01% 588
2020
Q1 		– Sell
-55
Closed -$2K – 564
2019
Q4 		$2K Hold
55
– – ﹤0.01% 1469
2019
Q3 		$2K Sell
55
-145
-73% -$5.18K ﹤0.01% 1489
2019
Q2 		$7K Buy
+200
New +$7.18K ﹤0.01% 1243

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