Caldwell Trust’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Hold |
650
|
|
||||
|
2025
Q1 | $32.2K | Hold |
650
|
|
||||
|
2024
Q4 | $33.1K | Hold |
650
|
|
||||
|
2024
Q3 | $33.2K | Hold |
650
|
|
||||
|
2024
Q2 | $30.4K | Hold |
650
|
|
||||
|
2024
Q1 | $31.7K | Buy |
+650
|
|
||||
|
2020
Q2 | – | Sell |
-6,299
|
|
||||
|
2020
Q1 | $152K | Hold |
6,299
|
|
||||
|
2019
Q4 | $240K | Buy |
+6,299
|
|