CIBC Private Wealth Group’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 | $255K | Buy |
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|
2025
Q1 | $171K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $251K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $366K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q2 | $281K | Buy |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $281K | Buy |
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|
2017
Q3 | $264K | Buy |
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