CWM
Collaborative Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
20,447
-1,002
| -5% | -$50.2K | 0.45% | 50 |
|
|
2025
Q1 | $1.06M | Buy |
21,449
+435
| +2% | +$21.5K | 0.5% | 44 |
|
|
2024
Q4 | $1.07M | Buy |
21,014
+64
| +0.3% | +$3.26K | 0.49% | 41 |
|
|
2024
Q3 | $1.07M | Sell |
20,950
-161
| -0.8% | -$8.23K | 0.48% | 45 |
|
|
2024
Q2 | $987K | Sell |
21,111
-131
| -0.6% | -$6.13K | 0.48% | 47 |
|
|
2024
Q1 | $1.04M | Sell |
21,242
-1,045
| -5% | -$51K | 0.52% | 46 |
|
|
2023
Q4 | $1.02M | Buy |
22,287
+4,296
| +24% | +$196K | 0.55% | 45 |
|
|
2023
Q3 | $737K | Sell |
17,991
-5,232
| -23% | -$214K | 0.44% | 57 |
|
|
2023
Q2 | $977K | Sell |
23,223
-499
| -2% | -$21K | 0.58% | 42 |
|
|
2023
Q1 | $972K | Sell |
23,722
-4,077
| -15% | -$167K | 0.61% | 40 |
|
|
2022
Q4 | $1.14M | Sell |
27,799
-577
| -2% | -$23.7K | 0.75% | 42 |
|
|
2022
Q3 | $1.07M | Sell |
28,376
-916
| -3% | -$34.5K | 0.76% | 41 |
|
|
2022
Q2 | $1.14M | Buy |
+29,292
| New | +$1.14M | 0.75% | 40 |
|
|
2021
Q4 | $1.31M | Buy |
+29,630
| New | +$1.31M | 0.72% | 38 |
|
|
2021
Q1 | $1.32M | Buy |
+29,684
| New | +$1.32M | 0.76% | 35 |
|