Savant Capital’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
$844K Hold
16,836
0.01% 871
2025
Q1
$834K Sell
16,836
-20
-0.1% -$990 0.01% 815
2024
Q4
$859K Buy
16,856
+6,850
+68% +$349K 0.01% 702
2024
Q3
$512K Buy
10,006
+140
+1% +$7.16K ﹤0.01% 857
2024
Q2
$461K Buy
9,866
+328
+3% +$15.3K ﹤0.01% 819
2024
Q1
$465K Buy
9,538
+48
+0.5% +$2.34K 0.01% 755
2023
Q4
$434K Sell
9,490
-50
-0.5% -$2.29K 0.01% 603
2023
Q3
$391K Buy
9,540
+50
+0.5% +$2.05K 0.01% 582
2023
Q2
$399K Hold
9,490
0.01% 564
2023
Q1
$389K Buy
+9,490
New +$389K 0.01% 526