Arkadios Wealth Advisors’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 | $1.3M | Buy |
|
|||||
|
2025
Q2 | $1.24M | Buy |
|
|||||
|
2025
Q1 | $284K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.21M | Sell |
|
|||||
|
2023
Q4 | $1.16M | Sell |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.19M | Sell |
|
|||||
|
2023
Q1 | $1.21M | Sell |
|
|||||
|
2022
Q4 | $1.3M | Buy |
|
|||||
|
2022
Q3 | $1.13M | Sell |
|
|||||
|
2022
Q2 | $1.44M | Sell |
|
|||||
|
2022
Q1 | $1.7M | Sell |
|
|||||
|
2021
Q4 | $1.73M | Sell |
|
|||||
|
2021
Q3 | $4.5M | Sell |
|
|||||
|
2021
Q2 | $5.04M | Buy |
|
|||||
|
2021
Q1 | $4.79M | Buy |
|
|||||
|
2020
Q4 | $4.07M | Buy |
|