Wedmont Private Capital’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
Q1
Sell
-7,232
Closed -$360K 722
2024
Q4
$360K Buy
7,232
+2
+0% +$100 0.02% 482
2024
Q3
$367K Buy
7,230
+55
+0.8% +$2.79K 0.02% 450
2024
Q2
$346K Buy
+7,175
New +$346K 0.02% 451