Berkeley Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.28M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.13M | Buy |
|