Essex Financial Services’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 | $307K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $321K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $438K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $260K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $332K | Hold |
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|
2017
Q1 | $332K | Hold |
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|
2016
Q4 | $321K | Sell |
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|
2016
Q3 | $310K | Sell |
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|
2016
Q2 | $309K | Buy |
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|
2016
Q1 | $293K | Sell |
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|
2015
Q4 | $346K | Buy |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $370K | Sell |
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|
2014
Q4 | $431K | Hold |
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|
2014
Q3 | $403K | Buy |
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|
2014
Q2 | $278K | Hold |
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|
2014
Q1 | $262K | Buy |
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