Apexium 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
Q3 | $1.13M | Buy |
|
|||||
|
2025
Q2 | $1.09M | Sell |
|
|||||
|
2025
Q1 | $1.09M | Sell |
|
|||||
|
2024
Q4 | $1.13M | Sell |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.09M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.19M | Sell |
|
|||||
|
2023
Q3 | $1.23M | Sell |
|
|||||
|
2023
Q2 | $1.34M | Sell |
|
|||||
|
2023
Q1 | $1.35M | Sell |
|
|||||
|
2022
Q4 | $1.36M | Sell |
|
|||||
|
2022
Q3 | $1.42M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $1.72M | Sell |
|
|||||
|
2019
Q4 | $3.64M | Buy |
|
|||||
|
2018
Q4 | $483K | Buy |
|