RVW 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 | $222K | Hold |
4,428
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $219K | Hold |
4,428
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $226K | Sell |
4,428
-300
| -6% | -$15.3K | 0.02% | 136 |
|
|
2024
Q3 | $242K | Hold |
4,728
| – | – | 0.02% | 134 |
|
|
2024
Q2 | $221K | Hold |
4,728
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $231K | Sell |
4,728
-925
| -16% | -$45.1K | 0.02% | 132 |
|
|
2023
Q4 | $258K | Hold |
5,653
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $232K | Hold |
5,653
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $238K | Sell |
5,653
-300
| -5% | -$12.6K | 0.03% | 139 |
|
|
2023
Q1 | $244K | Hold |
5,953
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $245K | Hold |
5,953
| – | – | 0.03% | 134 |
|
|
2022
Q3 | $224K | Hold |
5,953
| – | – | 0.03% | 119 |
|
|
2022
Q2 | $232K | Hold |
5,953
| – | – | 0.03% | 118 |
|
|
2022
Q1 | $264K | Sell |
5,953
-1,171
| -16% | -$51.9K | 0.03% | 115 |
|
|
2021
Q4 | $316K | Buy |
+7,124
| New | +$316K | 0.04% | 108 |
|
|
2021
Q3 | – | Sell |
-7,124
| Closed | – | – | 95 |
|
|
2021
Q2 | $0 | Hold |
7,124
| – | – | ﹤0.01% | 86 |
|
|
2021
Q1 | $1M | Sell |
7,124
-87
| -1% | -$12.2K | 0.13% | 68 |
|
|
2020
Q4 | $1M | Hold |
7,211
| – | – | 0.15% | 62 |
|
|
2020
Q3 | $209K | Sell |
7,211
-584
| -7% | -$16.9K | 0.04% | 93 |
|
|
2020
Q2 | $221K | Sell |
7,795
-16,885
| -68% | -$479K | 0.04% | 88 |
|
|
2020
Q1 | $596K | Sell |
24,680
-26,803
| -52% | -$647K | 0.14% | 69 |
|
|
2019
Q4 | $1.96M | Hold |
51,483
| – | – | 0.43% | 36 |
|
|
2019
Q3 | $1.87M | Buy |
+51,483
| New | +$1.87M | 0.44% | 36 |
|