Wealthspire Advisors (New York)’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 | $2.03M | Buy |
40,562
+826
| +2% | +$41.4K | 0.01% | 278 |
|
|
2025
Q1 | $1.97M | Buy |
39,736
+11
| +0% | +$545 | 0.01% | 278 |
|
|
2024
Q4 | $2.02M | Buy |
39,725
+415
| +1% | +$21.2K | 0.02% | 245 |
|
|
2024
Q3 | $2.01M | Buy |
39,310
+710
| +2% | +$36.3K | 0.02% | 256 |
|
|
2024
Q2 | $1.81M | Hold |
38,600
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $1.88M | Hold |
38,600
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $1.76M | Sell |
38,600
-11
| -0% | -$503 | 0.03% | 213 |
|
|
2023
Q3 | $1.58M | Buy |
38,611
+11
| +0% | +$451 | 0.03% | 200 |
|
|
2023
Q2 | $1.62M | Hold |
38,600
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $1.58M | Sell |
38,600
-307
| -0.8% | -$12.6K | 0.03% | 176 |
|
|
2022
Q4 | $1.6M | Hold |
38,907
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $1.47M | Buy |
38,907
+307
| +0.8% | +$11.6K | 0.03% | 179 |
|
|
2022
Q2 | $1.51M | Buy |
+38,600
| New | +$1.51M | 0.03% | 167 |
|
|
2021
Q4 | – | Sell |
-37,850
| Closed | -$1.57M | – | 561 |
|
|
2021
Q3 | $1.57M | Buy |
+37,850
| New | +$1.57M | 0.03% | 191 |
|