Avantax Advisory Services’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 | $1.96M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $995K | Buy |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $993K | Buy |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $659K | Buy |
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|
2022
Q1 | $735K | Buy |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $605K | Buy |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $946K | Buy |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $538K | Buy |
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|
2018
Q4 | $406K | Buy |
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