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Argent Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Argent Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,710
Closed -$241K – 138
2024
Q3 		$241K Hold
4,710
– – 0.09% 127
2024
Q2 		$220K Sell
4,710
-320
-6% -$15.1K 0.09% 130
2024
Q1 		$245K Sell
5,030
-200
-4% -$9.17K 0.1% 122
2023
Q4 		$239K Hold
5,230
– – 0.1% 125
2023
Q3 		$214K Buy
+5,230
New +$223K 0.1% 123
2020
Q1 		– Sell
-1
Closed – – 225
2019
Q4 		$0 Buy
+1
New +$37 ﹤0.01% 509

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