Betterment LLC’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 | $756K | Buy |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $499K | Buy |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $221K | Buy |
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