Ancora Advisors’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
$529K Hold
10,545
0.01% 517
2025
Q1
$522K Hold
10,545
0.01% 503
2024
Q4
$537K Sell
10,545
-200
-2% -$10.2K 0.01% 496
2024
Q3
$549K Sell
10,745
-5
-0% -$256 0.01% 479
2024
Q2
$503K Sell
10,750
-111
-1% -$5.19K 0.01% 484
2024
Q1
$530K Buy
10,861
+350
+3% +$17.1K 0.01% 485
2023
Q4
$480K Buy
10,511
+200
+2% +$9.14K 0.01% 495
2023
Q3
$422K Hold
10,311
0.01% 493
2023
Q2
$434K Hold
10,311
0.01% 482
2023
Q1
$423K Hold
10,311
0.01% 495
2022
Q4
$424K Hold
10,311
0.01% 508
2022
Q3
$388K Hold
10,311
0.01% 537
2022
Q2
$402K Hold
10,311
0.01% 553
2022
Q1
$458K Hold
10,311
0.01% 563
2021
Q4
$457K Hold
10,311
0.01% 570
2021
Q3
$427K Hold
10,311
0.01% 578
2021
Q2
$433K Hold
10,311
0.01% 568
2021
Q1
$417K Sell
10,311
-3,023
-23% -$122K 0.01% 555
2020
Q4
$464K Hold
13,334
0.01% 469
2020
Q3
$386K Hold
13,334
0.02% 468
2020
Q2
$378K Buy
13,334
+500
+4% +$14.2K 0.02% 466
2020
Q1
$310K Sell
12,834
-12,984
-50% -$314K 0.01% 537
2019
Q4
$959K Buy
25,818
+12,834
+99% +$477K 0.04% 366
2019
Q3
$471K Hold
12,984
0.02% 463
2019
Q2
$470K Hold
12,984
0.02% 438
2019
Q1
$465K Hold
12,984
0.02% 435
2018
Q4
$411K Sell
12,984
-279
-2% -$8.83K 0.02% 445
2018
Q3
$489K Hold
13,263
0.02% 487
2018
Q2
$474K Hold
13,263
0.02% 494
2018
Q1
$453K Buy
13,263
+150
+1% +$5.12K 0.02% 494
2017
Q4
$462K Hold
13,113
0.02% 453
2017
Q3
$437K Sell
13,113
-600
-4% -$20K 0.03% 486
2017
Q2
$447K Sell
13,713
-150
-1% -$4.89K 0.03% 442
2017
Q1
$451K Hold
13,863
0.03% 436
2016
Q4
$436K Hold
13,863
0.03% 424
2016
Q3
$420K Hold
13,863
0.04% 362
2016
Q2
$414K Hold
13,863
0.05% 345
2016
Q1
$398K Hold
13,863
0.05% 339
2015
Q4
$372K Hold
13,863
0.05% 348
2015
Q3
$359K Hold
13,863
0.05% 351
2015
Q2
$382K Buy
+13,863
New +$382K 0.04% 363
2015
Q1
Sell
-14,475
Closed -$404K 344
2014
Q4
$404K Hold
14,475
0.05% 343
2014
Q3
$378K Hold
14,475
0.05% 337
2014
Q2
$394K Hold
14,475
0.05% 342
2014
Q1
$372K Hold
14,475
0.05% 324
2013
Q4
$360K Buy
14,475
+1,431
+11% +$35.6K 0.05% 298
2013
Q3
$302K Hold
13,044
0.05% 308
2013
Q2
$285K Buy
+13,044
New +$285K 0.05% 321