Smith, Moore & Co’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 | $240K | Sell |
4,789
-8
| -0.2% | -$401 | 0.02% | 442 |
|
|
2025
Q1 | $238K | Buy |
4,797
+8
| +0.2% | +$396 | 0.02% | 427 |
|
|
2024
Q4 | $244K | Hold |
4,789
| – | – | 0.02% | 411 |
|
|
2024
Q3 | $245K | Hold |
4,789
| – | – | 0.02% | 404 |
|
|
2024
Q2 | $224K | Hold |
4,789
| – | – | 0.02% | 401 |
|
|
2024
Q1 | $234K | Sell |
4,789
-2,070
| -30% | -$101K | 0.02% | 382 |
|
|
2023
Q4 | $313K | Buy |
+6,859
| New | +$313K | 0.04% | 322 |
|