West Branch 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
Q2 | – | Sell |
-375
| Closed | -$18.6K | – | 491 |
|
|
2025
Q1 | $18.6K | Buy |
+375
| New | +$18.6K | 0.01% | 231 |
|
|
2024
Q3 | – | Sell |
-412
| Closed | -$19.3K | – | 631 |
|
|
2024
Q2 | $19.3K | Hold |
412
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $20.1K | Hold |
412
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $18.8K | Buy |
+412
| New | +$18.8K | 0.01% | 227 |
|