Strategic Financial Concepts’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 | $319K | Sell |
6,357
-212
| -3% | -$10.6K | 0.04% | 194 |
|
|
2025
Q1 | $325K | Buy |
6,569
+57
| +0.9% | +$2.82K | 0.06% | 225 |
|
|
2024
Q4 | $332K | Sell |
6,512
-120
| -2% | -$6.12K | 0.06% | 223 |
|
|
2024
Q3 | $339K | Sell |
6,632
-322,731
| -98% | -$16.5M | 0.11% | 162 |
|
|
2024
Q2 | $20.7K | Buy |
329,363
+321,912
| +4,320% | +$20.2K | 0.01% | 330 |
|
|
2024
Q1 | $363K | Buy |
+7,451
| New | +$363K | 0.09% | 199 |
|
|
2023
Q4 | – | Sell |
-8,248
| Closed | -$338K | – | 171 |
|
|
2023
Q3 | $338K | Buy |
8,248
+3,485
| +73% | +$143K | 0.11% | 164 |
|
|
2023
Q2 | $200K | Buy |
+4,763
| New | +$200K | 0.07% | 234 |
|