Wealth Management Associates’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 | $354K | Buy |
7,069
+481
| +7% | +$24.1K | 0.14% | 138 |
|
|
2025
Q1 | $326K | Sell |
6,588
-19
| -0.3% | -$941 | 0.14% | 140 |
|
|
2024
Q4 | $337K | Sell |
6,607
-249
| -4% | -$12.7K | 0.14% | 138 |
|
|
2024
Q3 | $351K | Buy |
6,856
+6
| +0.1% | +$307 | 0.15% | 136 |
|
|
2024
Q2 | $320K | Hold |
6,850
| – | – | 0.15% | 134 |
|
|
2024
Q1 | $320K | Buy |
6,850
+116
| +2% | +$5.43K | 0.15% | 134 |
|
|
2023
Q4 | $308K | Buy |
+6,734
| New | +$308K | 0.16% | 136 |
|
|
2020
Q3 | – | Sell |
-7,386
| Closed | -$209K | – | 159 |
|
|
2020
Q2 | $209K | Buy |
+7,386
| New | +$209K | 0.18% | 138 |
|
|
2020
Q1 | – | Sell |
-7,361
| Closed | -$280K | – | 126 |
|
|
2019
Q4 | $280K | Buy |
7,361
+109
| +2% | +$4.15K | 0.2% | 117 |
|
|
2019
Q3 | $263K | Buy |
7,252
+813
| +13% | +$29.5K | 0.21% | 115 |
|
|
2019
Q2 | $233K | Sell |
6,439
-116
| -2% | -$4.2K | 0.23% | 85 |
|
|
2019
Q1 | $235K | Buy |
6,555
+79
| +1% | +$2.83K | 0.26% | 83 |
|
|
2018
Q4 | $205K | Buy |
+6,476
| New | +$205K | 0.28% | 79 |
|