Aspen Investment Management’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 | $504K | Hold |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $477K | Hold |
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|
2024
Q4 | $491K | Hold |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $404K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $406K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $341K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.43M | Sell |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.5M | Sell |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $938K | Hold |
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|
2015
Q1 | $977K | Sell |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $943K | Buy |
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|
2014
Q2 | $853K | Buy |
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|
2014
Q1 | $805K | Buy |
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|
2013
Q4 | $762K | Buy |
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|
2013
Q3 | $700K | Buy |
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|
2013
Q2 | $659K | Buy |
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