Spire Wealth Management’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 | $93K | Sell |
1,855
-1,631
| -47% | -$81.8K | ﹤0.01% | 997 |
|
|
2025
Q1 | $173K | Buy |
3,486
+7
| +0.2% | +$347 | 0.01% | 856 |
|
|
2024
Q4 | $177K | Sell |
3,479
-52
| -1% | -$2.65K | 0.01% | 857 |
|
|
2024
Q3 | $181K | Buy |
3,531
+9
| +0.3% | +$460 | 0.01% | 757 |
|
|
2024
Q2 | $165K | Sell |
3,522
-389
| -10% | -$18.2K | 0.01% | 761 |
|
|
2024
Q1 | $191K | Buy |
3,911
+117
| +3% | +$5.71K | ﹤0.01% | 774 |
|
|
2023
Q4 | $70.3K | Buy |
3,794
+2,274
| +150% | +$42.1K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $62.3K | Hold |
1,520
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q2 | $63.9K | Sell |
1,520
-628
| -29% | -$26.4K | ﹤0.01% | 1105 |
|
|
2023
Q1 | $88K | Buy |
2,148
+210
| +11% | +$8.61K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $80K | Hold |
1,938
| – | – | ﹤0.01% | 816 |
|
|
2022
Q3 | $73K | Sell |
1,938
-210
| -10% | -$7.91K | ﹤0.01% | 812 |
|
|
2022
Q2 | $84K | Sell |
2,148
-2,069
| -49% | -$80.9K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $187K | Sell |
4,217
-17,251
| -80% | -$765K | 0.01% | 926 |
|
|
2021
Q4 | $952K | Buy |
21,468
+12,789
| +147% | +$567K | 0.02% | 483 |
|
|
2021
Q3 | $360K | Sell |
8,679
-944
| -10% | -$39.2K | 0.01% | 700 |
|
|
2021
Q2 | $404K | Sell |
9,623
-17,251
| -64% | -$724K | 0.01% | 679 |
|
|
2021
Q1 | $1.09M | Buy |
+26,874
| New | +$1.09M | 0.03% | 411 |
|