Allworth Financial’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Buy |
|
|||||
|
2025
Q1 | $562K | Buy |
|
|||||
|
2024
Q4 | $610K | Sell |
|
|||||
|
2024
Q3 | $597K | Sell |
|
|||||
|
2024
Q2 | $697K | Sell |
|
|||||
|
2024
Q1 | $701K | Buy |
|
|||||
|
2023
Q4 | $607K | Sell |
|
|||||
|
2023
Q3 | $555K | Sell |
|
|||||
|
2023
Q2 | $844K | Sell |
|
|||||
|
2023
Q1 | $3.31M | Sell |
|
|||||
|
2022
Q4 | $4.71M | Buy |
|
|||||
|
2022
Q3 | $4.1M | Sell |
|
|||||
|
2022
Q2 | $4.5M | Sell |
|
|||||
|
2022
Q1 | $5.63M | Buy |
|
|||||
|
2021
Q4 | $42K | Hold |
|
|||||
|
2021
Q3 | $40K | Hold |
|
|||||
|
2021
Q2 | $40K | Buy |
|
|||||
|
2021
Q1 | $38K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $226K | Buy |
|