Resurgent Financial 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 | $1.5M | Buy |
29,835
+276
| +0.9% | +$13.8K | 0.82% | 27 |
|
|
2025
Q1 | $1.46M | Buy |
29,559
+266
| +0.9% | +$13.2K | 0.88% | 27 |
|
|
2024
Q4 | $1.49M | Buy |
29,293
+660
| +2% | +$33.6K | 0.88% | 27 |
|
|
2024
Q3 | $1.46M | Buy |
28,633
+629
| +2% | +$32.2K | 0.86% | 29 |
|
|
2024
Q2 | $1.31M | Sell |
28,004
-24,182
| -46% | -$1.13M | 0.81% | 33 |
|
|
2024
Q1 | $2.55M | Buy |
52,186
+29,039
| +125% | +$1.42M | 1.36% | 15 |
|
|
2023
Q4 | $1.06M | Sell |
23,147
-468
| -2% | -$21.4K | 0.65% | 33 |
|
|
2023
Q3 | $967K | Buy |
23,615
+1,204
| +5% | +$49.3K | 0.66% | 36 |
|
|
2023
Q2 | $942K | Sell |
22,411
-243
| -1% | -$10.2K | 0.62% | 38 |
|
|
2023
Q1 | $928K | Buy |
22,654
+261
| +1% | +$10.7K | 0.62% | 38 |
|
|
2022
Q4 | $921K | Buy |
22,393
+3,442
| +18% | +$142K | 0.49% | 48 |
|
|
2022
Q3 | $714K | Buy |
18,951
+881
| +5% | +$33.2K | 0.48% | 53 |
|
|
2022
Q2 | $704K | Buy |
18,070
+646
| +4% | +$25.2K | 0.45% | 61 |
|
|
2022
Q1 | $774K | Buy |
17,424
+1,804
| +12% | +$80.1K | 0.48% | 56 |
|
|
2021
Q4 | $693K | Buy |
+15,620
| New | +$693K | 0.55% | 54 |
|