Connecticut Wealth Management’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 | $1.18M | Hold |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $3.57M | Sell |
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|
2022
Q4 | $6.77M | Sell |
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|
2022
Q3 | $6.26M | Sell |
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $7.71M | Sell |
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|
2021
Q4 | $7.78M | Sell |
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|
2021
Q3 | $7.75M | Sell |
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|
2021
Q2 | $8.27M | Sell |
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|
2021
Q1 | $43.1M | Buy |
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|
2020
Q4 | $8.07M | Sell |
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|
2020
Q3 | $7.12M | Sell |
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|
2020
Q2 | $9.2M | Sell |
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|
2020
Q1 | $8.6M | Sell |
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|
2019
Q4 | $31.4M | Sell |
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|
2019
Q3 | $30.6M | Buy |
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|
2019
Q2 | $30.2M | Buy |
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