Creative Financial Designs’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 | $26.8K | Hold |
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|
2025
Q2 | $25.7K | Sell |
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|
2025
Q1 | $26.2K | Sell |
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|
2024
Q4 | $42.8K | Sell |
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|
2024
Q3 | $60.2K | Sell |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $174K | Buy |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $93.4K | Buy |
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|
2023
Q1 | $43.3K | Sell |
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|
2022
Q4 | $44.4K | Sell |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $47K | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $29K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $742K | Buy |
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|
2019
Q2 | $718K | Sell |
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|
2019
Q1 | $768K | Buy |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $810K | Buy |
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|
2018
Q2 | $753K | Sell |
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|
2018
Q1 | $730K | Buy |
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|
2017
Q4 | $733K | Sell |
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|
2017
Q3 | $696K | Buy |
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|
2017
Q2 | $517K | Buy |
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|
2017
Q1 | $510K | Sell |
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|
2016
Q4 | $560K | Buy |
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