Robinson Smith 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 | $409K | Hold |
8,161
| – | – | 0.33% | 51 |
|
|
2025
Q1 | $404K | Hold |
8,161
| – | – | 0.34% | 54 |
|
|
2024
Q4 | $416K | Hold |
8,161
| – | – | 0.35% | 51 |
|
|
2024
Q3 | $417K | Hold |
8,161
| – | – | 0.35% | 55 |
|
|
2024
Q2 | $382K | Hold |
8,161
| – | – | 0.34% | 57 |
|
|
2024
Q1 | $398K | Hold |
8,161
| – | – | 0.38% | 53 |
|
|
2023
Q4 | $373K | Buy |
+8,161
| New | +$373K | 0.37% | 56 |
|