West Bancorporation’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 | $365K | Sell |
7,281
-500
| -6% | -$25.1K | 0.23% | 56 |
|
|
2025
Q1 | $385K | Sell |
7,781
-3,000
| -28% | -$149K | 0.26% | 54 |
|
|
2024
Q4 | $550K | Sell |
10,781
-5,239
| -33% | -$267K | 0.36% | 44 |
|
|
2024
Q3 | $819K | Buy |
+16,020
| New | +$819K | 0.55% | 32 |
|
|
2024
Q2 | – | Sell |
-50,394
| Closed | -$2.46M | – | 96 |
|
|
2024
Q1 | $2.46M | Sell |
50,394
-17,739
| -26% | -$865K | 1.62% | 17 |
|
|
2023
Q4 | $3.11M | Sell |
68,133
-8,211
| -11% | -$375K | 2.01% | 14 |
|
|
2023
Q3 | $3.13M | Sell |
76,344
-2,920
| -4% | -$120K | 2.21% | 13 |
|
|
2023
Q2 | $3.33M | Buy |
79,264
+571
| +0.7% | +$24K | 2.24% | 13 |
|
|
2023
Q1 | $3.22M | Sell |
78,693
-3,561
| -4% | -$146K | 2.46% | 12 |
|
|
2022
Q4 | $3.38M | Buy |
82,254
+17,370
| +27% | +$715K | 2.51% | 10 |
|
|
2022
Q3 | $2.44M | Buy |
64,884
+10,127
| +18% | +$381K | 1.81% | 16 |
|
|
2022
Q2 | $2.13M | Buy |
54,757
+1,394
| +3% | +$54.3K | 1.5% | 15 |
|
|
2022
Q1 | $2.37M | Buy |
53,363
+18,531
| +53% | +$823K | 1.47% | 15 |
|
|
2021
Q4 | $1.55M | Buy |
+34,832
| New | +$1.55M | 1.21% | 15 |
|
|
2020
Q3 | $951K | Sell |
32,901
-1,803
| -5% | -$52.1K | 1.11% | 14 |
|
|
2020
Q2 | $984K | Sell |
34,704
-4,031
| -10% | -$114K | 1.14% | 14 |
|
|
2020
Q1 | $936K | Buy |
38,735
+2,858
| +8% | +$69.1K | 1.3% | 12 |
|
|
2019
Q4 | $1.37M | Buy |
+35,877
| New | +$1.37M | 1.37% | 11 |
|