Concord Wealth Partners’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 | $11.5M | Buy |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $9.75M | Sell |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $9.01M | Sell |
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|
2023
Q3 | $8.43M | Sell |
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|
2023
Q2 | $9.27M | Buy |
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|
2023
Q1 | $7.64M | Sell |
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|
2022
Q4 | $9.48M | Sell |
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|
2022
Q3 | $8.83M | Sell |
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|
2022
Q2 | $9.19M | Sell |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $5.91M | Sell |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $18.4M | Sell |
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|
2020
Q4 | $44M | Buy |
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