Colonial Trust’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 | $108K | Hold |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $181K | Hold |
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|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $168K | Buy |
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