Creative Planning’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
Q2 | $76.1M | Sell |
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|
2025
Q1 | $75.7M | Sell |
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|
2024
Q4 | $79.5M | Sell |
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|
2024
Q3 | $80.5M | Sell |
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|
2024
Q2 | $75.6M | Buy |
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|
2024
Q1 | $78.4M | Sell |
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|
2023
Q4 | $75.7M | Sell |
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|
2023
Q3 | $67.9M | Sell |
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|
2023
Q2 | $70M | Buy |
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|
2023
Q1 | $63.6M | Sell |
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|
2022
Q4 | $66.7M | Buy |
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|
2022
Q3 | $58M | Buy |
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|
2022
Q2 | $56.3M | Buy |
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|
2022
Q1 | $61.8M | Buy |
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|
2021
Q4 | $57.5M | Buy |
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|
2021
Q3 | $52.5M | Buy |
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|
2021
Q2 | $48.7M | Sell |
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|
2021
Q1 | $51.5M | Buy |
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|
2020
Q4 | $42.7M | Sell |
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|
2020
Q3 | $38.4M | Sell |
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|
2020
Q2 | $39.2M | Buy |
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|
2020
Q1 | $31.2M | Sell |
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|
2019
Q4 | $53.3M | Buy |
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|
2019
Q3 | $48.4M | Buy |
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|
2019
Q2 | $47.2M | Sell |
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|
2019
Q1 | $47.6M | Buy |
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|
2018
Q4 | $38.6M | Sell |
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|
2018
Q3 | $49.7M | Buy |
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|
2018
Q2 | $47.6M | Buy |
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|
2018
Q1 | $44.9M | Buy |
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|
2017
Q4 | $43.3M | Buy |
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|
2017
Q3 | $38.7M | Buy |
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|
2017
Q2 | $36.1M | Buy |
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|
2017
Q1 | $32.9M | Buy |
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|
2016
Q4 | $29.9M | Buy |
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|
2016
Q3 | $28.5M | Buy |
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|
2016
Q2 | $27.4M | Buy |
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|
2016
Q1 | $25.3M | Sell |
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|
2015
Q4 | $24.9M | Buy |
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|
2015
Q3 | $23.7M | Sell |
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|
2015
Q2 | $25.5M | Buy |
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|
2015
Q1 | $25.7M | Buy |
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|
2014
Q4 | $24.2M | Buy |
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|
2014
Q3 | $20.2M | Buy |
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|
2014
Q2 | $20.6M | Buy |
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|
2014
Q1 | $15.9M | Buy |
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|
2013
Q4 | $12.7M | Buy |
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|
2013
Q3 | $9.73M | Buy |
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|
2013
Q2 | $6.08M | Buy |
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