SignatureFD’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
Sell
-1,211
Closed -$60K 3291
2025
Q1
$60K Hold
1,211
﹤0.01% 1471
2024
Q4
$61.7K Hold
1,211
﹤0.01% 1461
2024
Q3
$61.9K Hold
1,211
﹤0.01% 1457
2024
Q2
$56.6K Hold
1,211
﹤0.01% 1445
2024
Q1
$59.1K Hold
1,211
﹤0.01% 1456
2023
Q4
$55.3K Hold
1,211
﹤0.01% 1402
2023
Q3
$49.6K Hold
1,211
﹤0.01% 1396
2023
Q2
$50.9K Hold
1,211
﹤0.01% 1416
2023
Q1
$49.6K Sell
1,211
-350
-22% -$14.3K ﹤0.01% 1395
2022
Q4
$64.2K Hold
1,561
﹤0.01% 1224
2022
Q3
$59K Buy
1,561
+350
+29% +$13.2K ﹤0.01% 1192
2022
Q2
$47K Hold
1,211
﹤0.01% 1322
2022
Q1
$54K Hold
1,211
﹤0.01% 1334
2021
Q4
$54K Hold
1,211
﹤0.01% 1294
2021
Q3
$50K Sell
1,211
-435
-26% -$18K ﹤0.01% 1292
2021
Q2
$69K Hold
1,646
﹤0.01% 1115
2021
Q1
$67K Hold
1,646
﹤0.01% 1036
2020
Q4
$57K Hold
1,646
﹤0.01% 1011
2020
Q3
$48K Hold
1,646
﹤0.01% 1001
2020
Q2
$47K Sell
1,646
-2,400
-59% -$68.5K ﹤0.01% 967
2020
Q1
$98K Sell
4,046
-165
-4% -$4K 0.01% 644
2019
Q4
$160K Buy
4,211
+2,565
+156% +$97.5K 0.01% 547
2019
Q3
$60K Hold
1,646
﹤0.01% 855
2019
Q2
$60K Hold
1,646
0.01% 831
2019
Q1
$59K Hold
1,646
0.01% 816
2018
Q4
$52K Buy
1,646
+1,211
+278% +$38.3K ﹤0.01% 826
2018
Q3
$16K Hold
435
﹤0.01% 1237
2018
Q2
$16K Hold
435
﹤0.01% 1231
2018
Q1
$15K Buy
+435
New +$15K ﹤0.01% 1125
2016
Q4
Sell
-1,035
Closed -$31K 500
2016
Q3
$31K Buy
1,035
+600
+138% +$18K ﹤0.01% 667
2016
Q2
$13K Sell
435
-369
-46% -$11K ﹤0.01% 842
2016
Q1
$23K Buy
+804
New +$23K ﹤0.01% 621
2015
Q2
Sell
-1,728
Closed -$50K 1065
2015
Q1
$50K Buy
+1,728
New +$50K 0.01% 311