Atria Wealth Solutions’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 | $584K | Sell |
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|
2025
Q1 | $3.3M | Sell |
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|
2024
Q4 | $3.51M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.46M | Buy |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $3.71M | Buy |
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|
2023
Q3 | $3.18M | Sell |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.33M | Buy |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.35M | Buy |
|