SFA
Source Financial Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $357K | Hold |
6,990
| – | – | 0.11% | 86 |
|
|
2024
Q2 | $327K | Hold |
6,990
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $341K | Hold |
6,990
| – | – | 0.1% | 91 |
|
|
2023
Q4 | $319K | Hold |
6,990
| – | – | 0.1% | 98 |
|
|
2023
Q3 | $286K | Hold |
6,990
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $294K | Hold |
6,990
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $286K | Hold |
6,990
| – | – | 0.1% | 103 |
|
|
2022
Q4 | $288K | Buy |
+6,990
| New | +$288K | 0.11% | 103 |
|