Clearstead 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 | $70.8K | Buy |
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|
2025
Q1 | $67.3K | Buy |
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|
2024
Q4 | $69.2K | Buy |
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|
2024
Q3 | $69.3K | Buy |
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|
2024
Q2 | $63.3K | Buy |
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|
2024
Q1 | $14.3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $562K | Sell |
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|
2017
Q2 | $590K | Buy |
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|
2017
Q1 | $585K | Hold |
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|
2016
Q4 | $567K | Buy |
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