EverSource Wealth Advisors’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 | $110K | Hold |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $92.3K | Hold |
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|
2024
Q3 | $92.5K | Hold |
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|
2024
Q2 | $90.7K | Hold |
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|
2024
Q1 | $83.7K | Hold |
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|
2023
Q4 | $82.7K | Hold |
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|
2023
Q3 | $74.1K | Hold |
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|
2023
Q2 | $76.1K | Hold |
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|
2023
Q1 | $74.2K | Hold |
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|
2022
Q4 | $74.5K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $80K | Buy |
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