Financial Advocates Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $776K | Sell |
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|
2021
Q2 | $787K | Sell |
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|
2021
Q1 | $923K | Buy |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.73M | Buy |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $1.87M | Sell |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $373K | Buy |
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