BWM
BCGM Wealth Management’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 | $417K | Buy |
8,325
+38
| +0.5% | +$1.91K | 0.12% | 114 |
|
|
2025
Q1 | $410K | Buy |
8,287
+29
| +0.4% | +$1.44K | 0.13% | 110 |
|
|
2024
Q4 | $421K | Buy |
8,258
+35
| +0.4% | +$1.78K | 0.13% | 104 |
|
|
2024
Q3 | $420K | Buy |
8,223
+32
| +0.4% | +$1.64K | 0.14% | 104 |
|
|
2024
Q2 | $383K | Sell |
8,191
-184
| -2% | -$8.61K | 0.13% | 109 |
|
|
2024
Q1 | $408K | Buy |
8,375
+33
| +0.4% | +$1.61K | 0.15% | 99 |
|
|
2023
Q4 | $381K | Sell |
8,342
-397
| -5% | -$18.1K | 0.16% | 93 |
|
|
2023
Q3 | $358K | Buy |
8,739
+392
| +5% | +$16.1K | 0.16% | 87 |
|
|
2023
Q2 | $351K | Buy |
+8,347
| New | +$351K | 0.15% | 84 |
|
|
2023
Q1 | – | Sell |
-8,255
| Closed | -$340K | – | 99 |
|
|
2022
Q4 | $340K | Buy |
8,255
+51
| +0.6% | +$2.1K | 0.17% | 81 |
|
|
2022
Q3 | $336K | Buy |
8,204
+28
| +0.3% | +$1.15K | 0.17% | 82 |
|
|
2022
Q2 | $346K | Buy |
8,176
+26
| +0.3% | +$1.1K | 0.18% | 77 |
|
|
2022
Q1 | $343K | Buy |
8,150
+16
| +0.2% | +$673 | 0.19% | 80 |
|
|
2021
Q4 | $361K | Buy |
8,134
+18
| +0.2% | +$799 | 0.19% | 80 |
|
|
2021
Q3 | $351K | Buy |
8,116
+252
| +3% | +$10.9K | 0.2% | 78 |
|
|
2021
Q2 | $329K | Buy |
7,864
+81
| +1% | +$3.39K | 0.2% | 77 |
|
|
2021
Q1 | $321K | Sell |
7,783
-243
| -3% | -$10K | 0.22% | 73 |
|
|
2020
Q4 | $304K | Buy |
+8,026
| New | +$304K | 0.22% | 71 |
|