Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.57M | Buy |
30,765
+4
| +0% | +$205 | 0.34% | 64 |
|
|
2024
Q2 | $1.44M | Sell |
30,761
-1,426
| -4% | -$66.7K | 0.33% | 64 |
|
|
2024
Q1 | $1.57M | Sell |
32,187
-176
| -0.5% | -$8.58K | 0.36% | 62 |
|
|
2023
Q4 | $1.48M | Buy |
32,363
+5
| +0% | +$228 | 0.35% | 60 |
|
|
2023
Q3 | $1.33M | Buy |
32,358
+4
| +0% | +$164 | 0.35% | 61 |
|
|
2023
Q2 | $1.36M | Buy |
32,354
+5
| +0% | +$210 | 0.35% | 58 |
|
|
2023
Q1 | $1.33M | Buy |
32,349
+4
| +0% | +$164 | 0.37% | 52 |
|
|
2022
Q4 | $1.33M | Sell |
32,345
-491
| -1% | -$20.2K | 0.39% | 40 |
|
|
2022
Q3 | $1.24M | Sell |
32,836
-880
| -3% | -$33.2K | 0.39% | 34 |
|
|
2022
Q2 | $1.31M | Sell |
33,716
-1,133
| -3% | -$44.2K | 0.41% | 34 |
|
|
2022
Q1 | $1.55M | Buy |
34,849
+936
| +3% | +$41.6K | 0.41% | 32 |
|
|
2021
Q4 | $1.5M | Buy |
+33,913
| New | +$1.5M | 0.62% | 22 |
|