Transcendent Capital 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
Q1 | – | Sell |
-4,858
| Closed | -$413K | – | 165 |
|
|
2024
Q4 | $413K | Buy |
4,858
+4,820
| +12,684% | +$410K | 0.21% | 71 |
|
|
2024
Q3 | $1.94K | Hold |
38
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $1.78K | Hold |
38
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $1.85K | Hold |
38
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $1.74K | Buy |
+38
| New | +$1.74K | ﹤0.01% | 317 |
|