Summit Financial’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 | $618K | Sell |
12,340
-35
| -0.3% | -$1.75K | 0.01% | 521 |
|
|
2025
Q1 | $613K | Buy |
12,375
+797
| +7% | +$39.5K | 0.02% | 465 |
|
|
2024
Q4 | $590K | Buy |
11,578
+192
| +2% | +$9.79K | 0.02% | 419 |
|
|
2024
Q3 | $582K | Buy |
11,386
+2,144
| +23% | +$110K | 0.02% | 351 |
|
|
2024
Q2 | $432K | Hold |
9,242
| – | – | 0.02% | 352 |
|
|
2024
Q1 | $451K | Buy |
9,242
+2,360
| +34% | +$115K | 0.03% | 274 |
|
|
2023
Q4 | $315K | Sell |
6,882
-233
| -3% | -$10.7K | 0.02% | 294 |
|
|
2023
Q3 | $291K | Hold |
7,115
| – | – | 0.02% | 291 |
|
|
2023
Q2 | $299K | Buy |
+7,115
| New | +$299K | 0.02% | 276 |
|