EverSource Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
2,199
| – | – | 0.01% | 1145 |
|
|
2025
Q1 | $109K | Buy |
2,199
+389
| +21% | +$19.3K | 0.01% | 880 |
|
|
2024
Q4 | $92.3K | Hold |
1,810
| – | – | 0.01% | 933 |
|
|
2024
Q3 | $92.5K | Hold |
1,810
| – | – | 0.01% | 817 |
|
|
2024
Q2 | $90.7K | Hold |
1,810
| – | – | 0.01% | 835 |
|
|
2024
Q1 | $83.7K | Hold |
1,810
| – | – | 0.01% | 776 |
|
|
2023
Q4 | $82.7K | Hold |
1,810
| – | – | 0.01% | 712 |
|
|
2023
Q3 | $74.1K | Hold |
1,810
| – | – | 0.01% | 674 |
|
|
2023
Q2 | $76.1K | Hold |
1,810
| – | – | 0.01% | 675 |
|
|
2023
Q1 | $74.2K | Hold |
1,810
| – | – | 0.01% | 645 |
|
|
2022
Q4 | $74.5K | Hold |
1,810
| – | – | 0.01% | 609 |
|
|
2022
Q3 | $68K | Hold |
1,810
| – | – | 0.02% | 547 |
|
|
2022
Q2 | $71K | Hold |
1,810
| – | – | 0.02% | 493 |
|
|
2022
Q1 | $80K | Hold |
1,810
| – | – | 0.02% | 379 |
|
|
2021
Q4 | $80K | Buy |
+1,810
| New | +$80K | 0.02% | 337 |
|