Team Financial Group’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 | $778K | Sell |
15,524
-3,114
| -17% | -$156K | 0.38% | 18 |
|
|
2025
Q1 | $923K | Sell |
18,638
-34,677
| -65% | -$1.72M | 0.53% | 16 |
|
|
2024
Q4 | $2.72M | Sell |
53,315
-28,104
| -35% | -$1.43M | 1.56% | 15 |
|
|
2024
Q3 | $4.16M | Sell |
81,419
-11,913
| -13% | -$609K | 2.48% | 11 |
|
|
2024
Q2 | $4.37M | Buy |
93,332
+997
| +1% | +$46.6K | 2.8% | 11 |
|
|
2024
Q1 | $4.5M | Sell |
92,335
-13,751
| -13% | -$671K | 3.03% | 11 |
|
|
2023
Q4 | $4.85M | Buy |
106,086
+1,124
| +1% | +$51.4K | 3.48% | 10 |
|
|
2023
Q3 | $4.3M | Buy |
+104,962
| New | +$4.3M | 3.55% | 10 |
|