TIAA Trust, National Association’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 | $253K | Buy |
5,043
+53
| +1% | +$2.66K | ﹤0.01% | 593 |
|
2025
Q1 | $247K | Sell |
4,990
-246
| -5% | -$12.2K | ﹤0.01% | 583 |
|
2024
Q4 | $267K | Buy |
5,236
+781
| +18% | +$39.8K | ﹤0.01% | 562 |
|
2024
Q3 | $228K | Sell |
4,455
-83
| -2% | -$4.24K | ﹤0.01% | 604 |
|
2024
Q2 | $212K | Buy |
+4,538
| New | +$212K | ﹤0.01% | 599 |
|
2023
Q4 | – | Sell |
-5,799
| Closed | -$238K | – | 595 |
|
2023
Q3 | $238K | Buy |
+5,799
| New | +$238K | ﹤0.01% | 521 |
|