Beacon Pointe Advisors’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 | $2.7M | Sell |
|
|||||
|
2025
Q1 | $2.87M | Sell |
|
|||||
|
2024
Q4 | $2.96M | Buy |
|
|||||
|
2024
Q3 | $2.9M | Buy |
|
|||||
|
2024
Q2 | $2.48M | Buy |
|
|||||
|
2024
Q1 | $2.54M | Buy |
|
|||||
|
2023
Q4 | $2.27M | Sell |
|
|||||
|
2023
Q3 | $2.49M | Sell |
|
|||||
|
2023
Q2 | $2.59M | Buy |
|
|||||
|
2023
Q1 | $2.44M | Buy |
|
|||||
|
2022
Q4 | $2.36M | Buy |
|
|||||
|
2022
Q3 | $1.69M | Sell |
|
|||||
|
2022
Q2 | $1.77M | Sell |
|
|||||
|
2022
Q1 | $2.49M | Buy |
|
|||||
|
2021
Q4 | $1.64M | Buy |
|
|||||
|
2021
Q3 | $1.53M | Buy |
|
|||||
|
2021
Q2 | $817K | Buy |
|
|||||
|
2021
Q1 | $300K | Buy |
|
|||||
|
2020
Q4 | $248K | Sell |
|
|||||
|
2020
Q3 | $232K | Buy |
|
|||||
|
2020
Q2 | $226K | Sell |
|
|||||
|
2020
Q1 | $254K | Buy |
|