Calton & Associates’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 | – | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $313K | Buy |
|
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $289K | Sell |
|
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $400K | Buy |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $155K | Buy |
|