Sage Capital Management’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 | $4.59M | Sell |
91,672
-1,611
| -2% | -$80.7K | 2.21% | 12 |
|
|
2025
Q1 | $4.62M | Buy |
93,283
+192
| +0.2% | +$9.51K | 2.51% | 10 |
|
|
2024
Q4 | $4.74M | Buy |
93,091
+348
| +0.4% | +$17.7K | 2.4% | 12 |
|
|
2024
Q3 | $4.74M | Buy |
92,743
+330
| +0.4% | +$16.9K | 2.28% | 11 |
|
|
2024
Q2 | $4.32M | Buy |
92,413
+989
| +1% | +$46.3K | 2.27% | 11 |
|
|
2024
Q1 | $4.46M | Buy |
91,424
+1,313
| +1% | +$64K | 2.42% | 10 |
|
|
2023
Q4 | $4.12M | Buy |
+90,111
| New | +$4.12M | 2.46% | 10 |
|