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U.S. Capital Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,255
Closed -$354K – 680
2024
Q1 		$354K Hold
7,255
– – 0.01% 530
2023
Q4 		$331K Sell
7,255
-1,043
-13% -$43.8K 0.01% 534
2023
Q3 		$340K Sell
8,298
-345
-4% -$14.7K 0.02% 499
2023
Q2 		$363K Hold
8,643
– – 0.02% 495
2023
Q1 		$354K Buy
8,643
+8,343
+2,781% +$355K 0.02% 501
2022
Q4 		$12.3K Buy
+300
New +$12.4K ﹤0.01% 1223

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FPIS
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