Vertex Planning Partners’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 | $473K | Sell |
9,435
-51
| -0.5% | -$2.56K | 0.1% | 112 |
|
|
2025
Q1 | $470K | Sell |
9,486
-44
| -0.5% | -$2.18K | 0.1% | 111 |
|
|
2024
Q4 | $486K | Buy |
9,530
+19
| +0.2% | +$968 | 0.11% | 109 |
|
|
2024
Q3 | $486K | Buy |
9,511
+97
| +1% | +$4.96K | 0.12% | 92 |
|
|
2024
Q2 | $440K | Buy |
9,414
+20
| +0.2% | +$935 | 0.11% | 95 |
|
|
2024
Q1 | $458K | Buy |
9,394
+18
| +0.2% | +$878 | 0.13% | 93 |
|
|
2023
Q4 | $428K | Buy |
9,376
+22
| +0.2% | +$1.01K | 0.13% | 94 |
|
|
2023
Q3 | $383K | Sell |
9,354
-334
| -3% | -$13.7K | 0.13% | 84 |
|
|
2023
Q2 | $407K | Buy |
9,688
+22
| +0.2% | +$925 | 0.14% | 78 |
|
|
2023
Q1 | $396K | Buy |
+9,666
| New | +$396K | 0.15% | 71 |
|