United Advisor 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
Q2 | $7.28M | Buy |
145,258
+1,229
| +0.9% | +$61.6K | 1.26% | 14 |
|
|
2025
Q1 | $7.13M | Buy |
144,029
+5,772
| +4% | +$286K | 1.46% | 13 |
|
|
2024
Q4 | $7.05M | Buy |
138,257
+14,070
| +11% | +$717K | 1.39% | 13 |
|
|
2024
Q3 | $6.35M | Buy |
124,187
+13,901
| +13% | +$711K | 1.43% | 12 |
|
|
2024
Q2 | $5.16M | Buy |
110,286
+19,941
| +22% | +$933K | 1.6% | 13 |
|
|
2024
Q1 | $4.41M | Buy |
+90,345
| New | +$4.41M | 1.66% | 14 |
|