DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $4.04M | Buy |
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|
2022
Q4 | $4.03M | Buy |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $459K | Buy |
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