Willner & Heller’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 |
-4,143
| Closed | -$211K | – | 151 |
|
|
2024
Q4 | $211K | Buy |
4,143
+26
| +0.6% | +$1.33K | 0.19% | 147 |
|
|
2024
Q3 | $211K | Buy |
+4,117
| New | +$211K | 0.19% | 147 |
|
|
2024
Q1 | – | Sell |
-4,547
| Closed | -$208K | – | 143 |
|
|
2023
Q4 | $208K | Buy |
+4,547
| New | +$208K | 0.23% | 130 |
|
|
2022
Q1 | – | Sell |
-5,877
| Closed | -$244K | – | 144 |
|
|
2021
Q4 | $244K | Buy |
+5,877
| New | +$244K | 0.32% | 115 |
|