Saxon Interests’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 | $714K | Hold |
14,418
| – | – | 0.33% | 72 |
|
|
2025
Q1 | $714K | Buy |
14,418
+2,931
| +26% | +$145K | 0.33% | 72 |
|
|
2024
Q4 | $585K | Sell |
11,487
-3,133
| -21% | -$160K | 0.26% | 86 |
|
|
2024
Q3 | $748K | Sell |
14,620
-108
| -0.7% | -$5.52K | 0.34% | 73 |
|
|
2024
Q2 | $689K | Sell |
14,728
-1,503
| -9% | -$70.3K | 0.33% | 75 |
|
|
2024
Q1 | $792K | Sell |
16,231
-260
| -2% | -$12.7K | 0.38% | 75 |
|
|
2023
Q4 | $753K | Buy |
+16,491
| New | +$753K | 0.38% | 75 |
|