SWM
Silverlake Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
44,573
-1,030
| -2% | -$51.6K | 0.65% | 32 |
|
|
2025
Q1 | $2.26M | Buy |
45,603
+3
| +0% | +$149 | 0.85% | 25 |
|
|
2024
Q4 | $2.32M | Sell |
45,600
-2,980
| -6% | -$152K | 0.89% | 19 |
|
|
2024
Q3 | $2.48M | Sell |
48,580
-1,560
| -3% | -$79.8K | 0.94% | 18 |
|
|
2024
Q2 | $2.35M | Sell |
50,140
-3,937
| -7% | -$184K | 0.96% | 17 |
|
|
2024
Q1 | $2.64M | Sell |
54,077
-2,332
| -4% | -$114K | 1.34% | 11 |
|
|
2023
Q4 | $2.58M | Sell |
56,409
-1,810
| -3% | -$82.7K | 1.42% | 11 |
|
|
2023
Q3 | $2.38M | Buy |
58,219
+264
| +0.5% | +$10.8K | 1.34% | 10 |
|
|
2023
Q2 | $2.44M | Buy |
57,955
+93
| +0.2% | +$3.91K | 1.35% | 12 |
|
|
2023
Q1 | $2.37M | Buy |
57,862
+1,374
| +2% | +$56.3K | 1.44% | 8 |
|
|
2022
Q4 | $2.32M | Sell |
56,488
-1,142
| -2% | -$47K | 1.45% | 11 |
|
|
2022
Q3 | $2.17M | Buy |
57,630
+1,806
| +3% | +$68K | 1.47% | 11 |
|
|
2022
Q2 | $2.18M | Buy |
55,824
+3,257
| +6% | +$127K | 1.42% | 12 |
|
|
2022
Q1 | $2.34M | Sell |
52,567
-8,478
| -14% | -$377K | 1.33% | 11 |
|
|
2021
Q4 | $2.71M | Buy |
+61,045
| New | +$2.71M | 1.46% | 11 |
|