SAM
Smartleaf Asset 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 | $15.9K | Buy |
319
+5
| +2% | +$250 | ﹤0.01% | 1646 |
|
2025
Q1 | $15.4K | Buy |
314
+15
| +5% | +$737 | ﹤0.01% | 1742 |
|
2024
Q4 | $15.2K | Buy |
299
+53
| +22% | +$2.69K | ﹤0.01% | 1799 |
|
2024
Q3 | $12.6K | Sell |
246
-43,367
| -99% | -$2.22M | ﹤0.01% | 1631 |
|
2024
Q2 | $2.03M | Buy |
43,613
+1,775
| +4% | +$82.6K | 0.33% | 64 |
|
2024
Q1 | $2.03M | Buy |
41,838
+10,221
| +32% | +$496K | 0.39% | 59 |
|
2023
Q4 | $1.45M | Buy |
+31,617
| New | +$1.45M | 0.39% | 62 |
|