Cerity Partners’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 | $573K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $972K | Buy |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $573K | Buy |
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