CIA
Concurrent Investment Advisors’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 | $1.54M | Buy |
30,801
+562
| +2% | +$28.2K | 0.03% | 493 |
|
|
2025
Q1 | $1.5M | Buy |
30,239
+23,604
| +356% | +$1.17M | 0.04% | 430 |
|
|
2024
Q4 | $338K | Buy |
6,635
+1,311
| +25% | +$66.8K | 0.01% | 774 |
|
|
2024
Q3 | $272K | Buy |
5,324
+527
| +11% | +$26.9K | 0.01% | 812 |
|
|
2024
Q2 | $224K | Buy |
+4,797
| New | +$224K | 0.01% | 825 |
|