Essex Savings Bank’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
4,200
| – | – | 0.05% | 292 |
|
|
2025
Q1 | $208K | Hold |
4,200
| – | – | 0.05% | 283 |
|
|
2024
Q4 | $214K | Hold |
4,200
| – | – | 0.05% | 280 |
|
|
2024
Q3 | $215K | Buy |
+4,200
| New | +$215K | 0.05% | 273 |
|
|
2019
Q3 | – | Sell |
-4,200
| Closed | -$152K | – | 291 |
|
|
2019
Q2 | $152K | Hold |
4,200
| – | – | 0.05% | 265 |
|
|
2019
Q1 | $150K | Hold |
4,200
| – | – | 0.09% | 170 |
|
|
2018
Q4 | $133K | Buy |
+4,200
| New | +$133K | 0.08% | 174 |
|