CoreCap Advisors’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 | $182K | Sell |
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2025
Q2 | $178K | Sell |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $346K | Buy |
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