Wealth Enhancement Advisory Services’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 | $12M | Buy |
232,438
+720
| +0.3% | +$37.2K | 0.02% | 573 |
|
|
2025
Q1 | $11.5M | Sell |
231,718
-9,514
| -4% | -$471K | 0.02% | 536 |
|
|
2024
Q4 | $12.3M | Buy |
241,232
+2,596
| +1% | +$132K | 0.02% | 504 |
|
|
2024
Q3 | $12.2M | Sell |
238,636
-6,293
| -3% | -$322K | 0.03% | 464 |
|
|
2024
Q2 | $11.5M | Buy |
244,929
+43,806
| +22% | +$2.05M | 0.03% | 446 |
|
|
2024
Q1 | $9.81M | Sell |
201,123
-7,765
| -4% | -$379K | 0.03% | 486 |
|
|
2023
Q4 | $9.54M | Sell |
208,888
-33,326
| -14% | -$1.52M | 0.03% | 443 |
|
|
2023
Q3 | $9.92M | Buy |
+242,214
| New | +$9.92M | 0.03% | 414 |
|
|
2022
Q3 | – | Sell |
-17,756
| Closed | -$702K | – | 336 |
|
|
2022
Q2 | $702K | Sell |
17,756
-95,496
| -84% | -$3.78M | 0.01% | 261 |
|
|
2022
Q1 | $5.03M | Sell |
113,252
-126,051
| -53% | -$5.6M | 0.07% | 134 |
|
|
2021
Q4 | $10.3M | Buy |
239,303
+157,383
| +192% | +$6.8M | 0.15% | 70 |
|
|
2021
Q3 | $3.58M | Buy |
+81,920
| New | +$3.58M | 0.05% | 120 |
|