Denver 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 | $939K | Sell |
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|
2025
Q2 | $974K | Sell |
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|
2025
Q1 | $969K | Sell |
|
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|
2024
Q4 | $1.02M | Buy |
|
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $984K | Sell |
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|
2024
Q1 | $1.05M | Sell |
|
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|
2023
Q4 | $992K | Sell |
|
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.28M | Buy |
|