Asset Dedication LLC’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
Q2 | $627K | Buy |
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|
2025
Q1 | $609K | Hold |
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|
2024
Q4 | $627K | Hold |
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|
2024
Q3 | $629K | Hold |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $600K | Hold |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $518K | Hold |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $413K | Hold |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $181K | Hold |
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|
2019
Q1 | $179K | Hold |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $184K | Hold |
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|
2018
Q2 | $179K | Hold |
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|
2018
Q1 | $171K | Hold |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $99K | Buy |
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|
2017
Q2 | $48K | Buy |
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