Berger Financial Group’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
Q3 | $242K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $230K | Sell |
|
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $1.35M | Buy |
|