Cahill Financial Advisors’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
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.16M | Buy |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $671K | Buy |
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|
2020
Q2 | $630K | Buy |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q4 | $638K | Buy |
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|
2019
Q3 | $237K | Buy |
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