Bridge Advisory’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
Q3 | $593K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $626K | Sell |
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $903K | Sell |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $999K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $325K | Buy |
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