Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.54M | Sell |
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|
2024
Q2 | $4.16M | Sell |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $4.14M | Sell |
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|
2023
Q3 | $3.71M | Buy |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $5.63M | Buy |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $5.03M | Buy |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $5.79M | Buy |
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|
2021
Q4 | $5.55M | Buy |
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|
2021
Q3 | $5.01M | Buy |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $4.49M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.09M | Buy |
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|
2020
Q2 | $2.95M | Buy |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $2.74M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $256K | Buy |
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