Tidemark’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 | – | Sell |
-542
| Closed | -$26.8K | – | 707 |
|
|
2025
Q1 | $26.8K | Sell |
542
-270
| -33% | -$13.4K | 0.01% | 316 |
|
|
2024
Q4 | $41.4K | Hold |
812
| – | – | 0.02% | 265 |
|
|
2024
Q3 | $41.5K | Sell |
812
-203
| -20% | -$10.4K | 0.02% | 261 |
|
|
2024
Q2 | $47.5K | Hold |
1,015
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $49.5K | Hold |
1,015
| – | – | 0.03% | 231 |
|
|
2023
Q4 | $46.4K | Buy |
+1,015
| New | +$46.4K | 0.03% | 234 |
|