Capital Advisors Ltd’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 | $1.7M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $961K | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $2.52M | Buy |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $622K | Buy |
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|
2018
Q1 | $574K | Sell |
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|
2017
Q4 | $596K | Buy |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $490K | Buy |
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|
2017
Q1 | $418K | Buy |
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|
2016
Q4 | $65K | Hold |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $61K | Sell |
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|
2016
Q1 | $93K | Buy |
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|
2015
Q4 | $55K | Buy |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Buy |
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