Strategic Family Wealth Counselors’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 | $1.15M | Sell |
22,986
-4,021
| -15% | -$202K | 0.33% | 58 |
|
|
2025
Q1 | $1.34M | Buy |
27,007
+28
| +0.1% | +$1.39K | 0.43% | 54 |
|
|
2024
Q4 | $1.38M | Buy |
26,979
+13,106
| +94% | +$668K | 0.45% | 51 |
|
|
2024
Q3 | $709K | Buy |
13,873
+10
| +0.1% | +$511 | 0.25% | 64 |
|
|
2024
Q2 | $648K | Buy |
13,863
+10
| +0.1% | +$468 | 0.25% | 61 |
|
|
2024
Q1 | $676K | Sell |
13,853
-1,186
| -8% | -$57.8K | 0.27% | 57 |
|
|
2023
Q4 | $687K | Buy |
15,039
+1,770
| +13% | +$80.9K | 0.29% | 54 |
|
|
2023
Q3 | $544K | Buy |
13,269
+274
| +2% | +$11.2K | 0.26% | 53 |
|
|
2023
Q2 | $546K | Buy |
12,995
+148
| +1% | +$6.22K | 0.25% | 53 |
|
|
2023
Q1 | $526K | Buy |
12,847
+132
| +1% | +$5.41K | 0.25% | 52 |
|
|
2022
Q4 | $523K | Buy |
+12,715
| New | +$523K | 0.26% | 56 |
|