Rockport Wealth’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 | $715K | Sell |
14,265
-2,675
| -16% | -$134K | 0.17% | 44 |
|
|
2025
Q1 | $839K | Sell |
16,940
-260
| -2% | -$12.9K | 0.3% | 34 |
|
|
2024
Q4 | $876K | Sell |
17,200
-104
| -0.6% | -$5.3K | 0.39% | 30 |
|
|
2024
Q3 | $885K | Sell |
17,304
-981
| -5% | -$50.2K | 0.24% | 32 |
|
|
2024
Q2 | $855K | Sell |
18,285
-346
| -2% | -$16.2K | 0.36% | 28 |
|
|
2024
Q1 | $903K | Buy |
+18,631
| New | +$903K | 0.6% | 22 |
|