True Wealth Design’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
Q2 | – | Sell |
-98
| Closed | -$4.78K | – | 794 |
|
|
2024
Q1 | $4.78K | Hold |
98
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $4.48K | Hold |
98
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $4.02K | Sell |
98
-227
| -70% | -$9.3K | ﹤0.01% | 239 |
|
|
2023
Q2 | $13.7K | Hold |
325
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $13.3K | Buy |
+325
| New | +$13.3K | 0.01% | 225 |
|