BRWA
B. Riley Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
+9,243
| New | +$463K | 0.02% | 544 |
|
|
2024
Q4 | $572K | Sell |
11,225
-1,690
| -13% | -$86.1K | 0.02% | 648 |
|
|
2024
Q3 | $657K | Sell |
12,915
-1,020
| -7% | -$51.9K | 0.02% | 644 |
|
|
2024
Q2 | $652K | Sell |
13,935
-2,429
| -15% | -$114K | 0.02% | 691 |
|
|
2024
Q1 | $670K | Buy |
16,364
+820
| +5% | +$33.6K | 0.02% | 658 |
|
|
2023
Q4 | $710K | Sell |
15,544
-820
| -5% | -$37.5K | 0.02% | 653 |
|
|
2023
Q3 | $670K | Buy |
16,364
+124
| +0.8% | +$5.08K | 0.02% | 658 |
|
|
2023
Q2 | $683K | Sell |
16,240
-1,544
| -9% | -$64.9K | 0.02% | 722 |
|
|
2023
Q1 | $729K | Buy |
17,784
+1,265
| +8% | +$51.8K | 0.02% | 657 |
|
|
2022
Q4 | $680K | Buy |
16,519
+1,351
| +9% | +$55.6K | 0.02% | 671 |
|
|
2022
Q3 | $572K | Buy |
15,168
+1,096
| +8% | +$41.3K | 0.02% | 694 |
|
|
2022
Q2 | $549K | Sell |
14,072
-619
| -4% | -$24.1K | 0.02% | 624 |
|
|
2022
Q1 | $653K | Sell |
14,691
-10,594
| -42% | -$471K | 0.02% | 620 |
|
|
2021
Q4 | $1.12M | Sell |
25,285
-228
| -0.9% | -$10.1K | 0.03% | 492 |
|
|
2021
Q3 | $1.06M | Buy |
25,513
+3,191
| +14% | +$132K | 0.03% | 500 |
|
|
2021
Q2 | $937K | Sell |
22,322
-235
| -1% | -$9.86K | 0.03% | 533 |
|
|
2021
Q1 | $912K | Buy |
22,557
+1,841
| +9% | +$74.4K | 0.03% | 507 |
|
|
2020
Q4 | $722K | Sell |
20,716
-12,282
| -37% | -$428K | 0.04% | 422 |
|
|
2020
Q3 | $948K | Buy |
32,998
+8,223
| +33% | +$236K | 0.05% | 321 |
|
|
2020
Q2 | $703K | Buy |
24,775
+6,481
| +35% | +$184K | 0.05% | 352 |
|
|
2020
Q1 | $442K | Sell |
18,294
-680
| -4% | -$16.4K | 0.04% | 425 |
|
|
2019
Q4 | $722K | Buy |
18,974
+945
| +5% | +$36K | 0.06% | 314 |
|
|
2019
Q3 | $655K | Sell |
18,029
-100
| -0.6% | -$3.63K | 0.06% | 320 |
|
|
2019
Q2 | $657K | Sell |
18,129
-1,297
| -7% | -$47K | 0.07% | 286 |
|
|
2019
Q1 | $696K | Sell |
19,426
-1,784
| -8% | -$63.9K | 0.09% | 250 |
|
|
2018
Q4 | $671K | Buy |
21,210
+1,831
| +9% | +$57.9K | 0.1% | 226 |
|
|
2018
Q3 | $715K | Sell |
19,379
-468
| -2% | -$17.3K | 0.09% | 249 |
|
|
2018
Q2 | $711K | Buy |
19,847
+1,755
| +10% | +$62.9K | 0.09% | 235 |
|
|
2018
Q1 | $618K | Sell |
18,092
-7,276
| -29% | -$249K | 0.09% | 256 |
|
|
2017
Q4 | $895K | Buy |
25,368
+9,133
| +56% | +$322K | 0.12% | 188 |
|
|
2017
Q3 | $1.61M | Buy |
16,235
+8,502
| +110% | +$841K | 0.27% | 100 |
|
|
2017
Q2 | $756K | Sell |
7,733
-161
| -2% | -$15.7K | 0.14% | 187 |
|
|
2017
Q1 | $771K | Buy |
7,894
+416
| +6% | +$40.6K | 0.15% | 164 |
|
|
2016
Q4 | $707K | Sell |
7,478
-3,358
| -31% | -$317K | 0.14% | 171 |
|
|
2016
Q3 | $674K | Sell |
10,836
-1,010
| -9% | -$62.8K | 0.13% | 189 |
|
|
2016
Q2 | $742K | Buy |
11,846
+1,042
| +10% | +$65.3K | 0.15% | 172 |
|
|
2016
Q1 | $634K | Sell |
10,804
-78
| -0.7% | -$4.58K | 0.15% | 173 |
|
|
2015
Q4 | $876K | Buy |
10,882
+4,811
| +79% | +$387K | 0.18% | 152 |
|
|
2015
Q3 | $472K | Buy |
+6,071
| New | +$472K | 0.11% | 245 |
|
|
2015
Q2 | – | Sell |
-4,016
| Closed | -$345K | – | 553 |
|
|
2015
Q1 | $345K | Buy |
4,016
+1,821
| +83% | +$156K | 0.08% | 314 |
|
|
2014
Q4 | $184 | Buy |
+2,195
| New | +$184 | ﹤0.01% | 1417 |
|
|
2014
Q3 | – | Sell |
-2,230
| Closed | -$182K | – | 939 |
|
|
2014
Q2 | $182K | Hold |
2,230
| – | – | 0.04% | 485 |
|
|
2014
Q1 | $172K | Buy |
2,230
+550
| +33% | +$42.4K | 0.05% | 433 |
|
|
2013
Q4 | $125K | Buy |
+1,680
| New | +$125K | 0.04% | 488 |
|