AssetMark Inc’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 | $50.9K | Buy |
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|
2025
Q1 | $11.7K | Hold |
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|
2024
Q4 | $12.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $640 | Sell |
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|
2023
Q3 | $28.8K | Buy |
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|
2023
Q2 | $1.89K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $34 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $55K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $82K | Buy |
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|
2015
Q3 | $7K | Buy |
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