CAPTRUST 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 | $3.9M | Sell |
|
|||||
|
2025
Q1 | $4.02M | Sell |
|
|||||
|
2024
Q4 | $4.27M | Sell |
|
|||||
|
2024
Q3 | $4.35M | Buy |
|
|||||
|
2024
Q2 | $3.88M | Sell |
|
|||||
|
2024
Q1 | $4.08M | Sell |
|
|||||
|
2023
Q4 | $3.86M | Buy |
|
|||||
|
2023
Q3 | $3.42M | Buy |
|
|||||
|
2023
Q2 | $3.5M | Sell |
|
|||||
|
2023
Q1 | $3.51M | Buy |
|
|||||
|
2022
Q4 | $3.52M | Sell |
|
|||||
|
2022
Q3 | $3.22M | Buy |
|
|||||
|
2022
Q2 | $2.72M | Buy |
|
|||||
|
2022
Q1 | $2.67M | Sell |
|
|||||
|
2021
Q4 | $3.36M | Buy |
|
|||||
|
2021
Q3 | $3.13M | Sell |
|
|||||
|
2021
Q2 | $3.3M | Sell |
|
|||||
|
2021
Q1 | $3.42M | Sell |
|
|||||
|
2020
Q4 | $3.89M | Sell |
|
|||||
|
2020
Q3 | $3.34M | Sell |
|
|||||
|
2020
Q2 | $5.08M | Sell |
|
|||||
|
2020
Q1 | $25.9M | Sell |
|
|||||
|
2019
Q4 | $59.7M | Buy |
|
|||||
|
2019
Q3 | $56.2M | Sell |
|
|||||
|
2019
Q2 | $56.5M | Buy |
|
|||||
|
2019
Q1 | $54M | Buy |
|
|||||
|
2018
Q4 | $558K | Buy |
|
|||||
|
2018
Q3 | $614K | Sell |
|
|||||
|
2018
Q2 | $634K | Buy |
|
|||||
|
2018
Q1 | $440K | Sell |
|
|||||
|
2017
Q4 | $596K | Sell |
|
|||||
|
2017
Q3 | $579K | Buy |
|
|||||
|
2017
Q2 | $2K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $2K | Buy |
|