Ridgewood Investments’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 | $4.26K | Hold |
85
| – | – | ﹤0.01% | 572 |
|
2025
Q1 | $4.21K | Hold |
85
| – | – | ﹤0.01% | 573 |
|
2024
Q4 | $4.33K | Hold |
85
| – | – | ﹤0.01% | 562 |
|
2024
Q3 | $4.35K | Hold |
85
| – | – | ﹤0.01% | 570 |
|
2024
Q2 | $3.98K | Buy |
+85
| New | +$3.98K | ﹤0.01% | 584 |
|
2023
Q3 | – | Sell |
-85
| Closed | -$3.57K | – | 320 |
|
2023
Q2 | $3.57K | Hold |
85
| – | – | ﹤0.01% | 632 |
|
2023
Q1 | $3.48K | Buy |
+85
| New | +$3.48K | ﹤0.01% | 628 |
|