Viewpoint Capital Management’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 | $128K | Hold |
2,550
| – | – | 0.06% | 107 |
|
2025
Q1 | $126K | Hold |
2,550
| – | – | 0.07% | 112 |
|
2024
Q4 | $130K | Hold |
2,550
| – | – | 0.07% | 109 |
|
2024
Q3 | $130K | Hold |
2,550
| – | – | 0.07% | 109 |
|
2024
Q2 | $119K | Hold |
2,550
| – | – | 0.07% | 108 |
|
2024
Q1 | $124K | Hold |
2,550
| – | – | 0.08% | 108 |
|
2023
Q4 | $117K | Hold |
2,550
| – | – | 0.08% | 103 |
|
2023
Q3 | $104K | Hold |
2,550
| – | – | 0.08% | 97 |
|
2023
Q2 | $107K | Hold |
2,550
| – | – | 0.08% | 97 |
|
2023
Q1 | $104K | Hold |
2,550
| – | – | 0.09% | 88 |
|
2022
Q4 | $105K | Buy |
+2,550
| New | +$105K | 0.1% | 86 |
|
2022
Q3 | – | Sell |
-2,550
| Closed | -$99K | – | 112 |
|
2022
Q2 | $99K | Hold |
2,550
| – | – | 0.09% | 91 |
|
2022
Q1 | $113K | Hold |
2,550
| – | – | 0.09% | 94 |
|
2021
Q4 | $113K | Buy |
+2,550
| New | +$113K | 0.08% | 99 |
|