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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.57M | Sell |
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|
2025
Q2 | $4.64M | Sell |
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|
2025
Q1 | $4.63M | Sell |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $3.55M | Buy |
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|
2023
Q4 | $2.94M | Buy |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $85K | Buy |
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|
2023
Q1 | $65K | Hold |
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|
2022
Q4 | $66K | Sell |
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|
2022
Q3 | $125K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $60K | Buy |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $74K | Hold |
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|
2019
Q1 | $74K | Sell |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $75K | Buy |
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