Berkeley Inc’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 | $370K | Sell |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $807K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $384K | Buy |
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