Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.05M | Sell |
58,029
-2,460
| -4% | -$133K | 0.01% | 1021 |
|
|
2025
Q4 | $3.12M | Sell |
60,489
-7,691
| -11% | -$396K | 0.01% | 973 |
|
|
2025
Q3 | $3.57M | Sell |
68,180
-24,310
| -26% | -$1.26M | 0.01% | 854 |
|
|
2025
Q2 | $4.64M | Sell |
92,490
-933
| -1% | -$45K | 0.02% | 610 |
|
|
2025
Q1 | $4.63M | Sell |
93,423
-33,895
| -27% | -$1.73M | 0.02% | 551 |
|
|
2024
Q4 | $6.49M | Buy |
127,318
+42,139
| +49% | +$2.21M | 0.03% | 420 |
|
|
2024
Q3 | $4.36M | Buy |
85,179
+8,096
| +11% | +$396K | 0.02% | 472 |
|
|
2024
Q2 | $3.6M | Buy |
77,083
+4,279
| +6% | +$202K | 0.02% | 494 |
|
|
2024
Q1 | $3.55M | Buy |
72,804
+8,397
| +13% | +$385K | 0.02% | 482 |
|
|
2023
Q4 | $2.94M | Buy |
64,407
+45,747
| +245% | +$1.92M | 0.02% | 504 |
|
|
2023
Q3 | $764K | Buy |
18,660
+16,635
| +821% | +$709K | ﹤0.01% | 841 |
|
|
2023
Q2 | $85K | Buy |
2,025
+429
| +27% | +$17.4K | ﹤0.01% | 1649 |
|
|
2023
Q1 | $65K | Hold |
1,596
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q4 | $66K | Sell |
1,596
-1,734
| -52% | -$71.7K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $125K | Buy |
3,330
+201
| +6% | +$8.28K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $122K | Buy |
3,129
+1,489
| +91% | +$62.8K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $73K | Buy |
1,640
+288
| +21% | +$12.6K | ﹤0.01% | 1447 |
|
|
2021
Q4 | $60K | Buy |
+1,352
| New | +$59K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q1 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q4 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q3 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q2 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q1 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q4 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q3 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q2 | $74K | Hold |
1,768
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q1 | $74K | Sell |
1,768
-257
| -13% | -$8.97K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $64K | Hold |
2,025
| – | – | ﹤0.01% | 821 |
|
|
2018
Q3 | $75K | Buy |
+2,025
| New | +$74.6K | ﹤0.01% | 669 |
|
Other funds holding DON
LW
