Sound Income Strategies’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 |
-168
| Closed | -$8.32K | – | 1641 |
|
|
2025
Q1 | $8.32K | Buy |
+168
| New | +$8.32K | ﹤0.01% | 952 |
|
|
2024
Q2 | – | Sell |
-83
| Closed | -$4.05K | – | 1402 |
|
|
2024
Q1 | $4.05K | Hold |
83
| – | – | ﹤0.01% | 938 |
|
|
2023
Q4 | $3.79K | Buy |
+83
| New | +$3.79K | ﹤0.01% | 940 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$369 | – | 1123 |
|
|
2023
Q1 | $369 | Buy |
+9
| New | +$369 | ﹤0.01% | 1009 |
|