Concord Asset Management (Virginia)’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 | $11.9M | Buy |
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|
2025
Q1 | $7.31M | Buy |
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|
2024
Q4 | $6.66M | Buy |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.19M | Sell |
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|
2024
Q1 | $6M | Buy |
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|
2023
Q4 | $4.99M | Buy |
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|
2023
Q3 | $4.35M | Buy |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $3.57M | Buy |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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