First Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.8K | Hold |
250
| – | – | ﹤0.01% | 291 |
|
|
2024
Q2 | $11.7K | Sell |
250
-395
| -61% | -$18.7K | ﹤0.01% | 266 |
|
|
2024
Q1 | $31.5K | Sell |
645
-204
| -24% | -$9.36K | 0.01% | 211 |
|
|
2023
Q4 | $38.8K | Hold |
849
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $34.8K | Hold |
849
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $35.7K | Hold |
849
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $34.8K | Sell |
849
-200
| -19% | -$8.5K | 0.01% | 237 |
|
|
2022
Q4 | $43.2K | Hold |
1,049
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $40K | Hold |
1,049
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $41K | Hold |
1,049
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $47K | Hold |
1,049
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $47K | Hold |
1,049
| – | – | 0.01% | 199 |
|
|
2021
Q3 | $43K | Sell |
1,049
-250
| -19% | -$10.5K | 0.01% | 203 |
|
|
2021
Q2 | $54K | Hold |
1,299
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $53K | Hold |
1,299
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $45K | Hold |
1,299
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $38K | Sell |
1,299
-660
| -34% | -$19.4K | 0.01% | 201 |
|
|
2020
Q2 | $56K | Sell |
1,959
-225
| -10% | -$6.08K | 0.02% | 176 |
|
|
2020
Q1 | $53K | Sell |
2,184
-100
| -4% | -$3.37K | 0.02% | 176 |
|
|
2019
Q4 | $87K | Hold |
2,284
| – | – | 0.03% | 163 |
|
|
2019
Q3 | $83K | Hold |
2,284
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $83K | Sell |
2,284
-95
| -4% | -$3.41K | 0.02% | 225 |
|
|
2019
Q1 | $85K | Sell |
2,379
-205
| -8% | -$7.16K | 0.03% | 220 |
|
|
2018
Q4 | $82K | Sell |
2,584
-372
| -13% | -$12.8K | 0.03% | 209 |
|
|
2018
Q3 | $109K | Sell |
2,956
-14
| -0.5% | -$515 | 0.03% | 203 |
|
|
2018
Q2 | $106K | Hold |
2,970
| – | – | 0.04% | 207 |
|
|
2018
Q1 | $101K | Sell |
2,970
-225
| -7% | -$7.85K | 0.02% | 303 |
|
|
2017
Q4 | $113K | Hold |
3,195
| – | – | 0.02% | 323 |
|
|
2017
Q3 | $106K | Hold |
3,195
| – | – | 0.02% | 309 |
|
|
2017
Q2 | $104K | Hold |
3,195
| – | – | 0.02% | 311 |
|
|
2017
Q1 | $104K | Sell |
3,195
-1,302
| -29% | -$42K | 0.03% | 286 |
|
|
2016
Q4 | $141K | Sell |
4,497
-1,137
| -20% | -$34.7K | 0.04% | 230 |
|
|
2016
Q3 | $171K | Sell |
5,634
-75
| -1% | -$2.28K | 0.05% | 165 |
|
|
2016
Q2 | $170K | Sell |
5,709
-237
| -4% | -$6.88K | 0.06% | 160 |
|
|
2016
Q1 | $171K | Sell |
5,946
-861
| -13% | -$22.7K | 0.08% | 125 |
|
|
2015
Q4 | $183K | Buy |
6,807
+9
| +0.1% | +$245 | 0.1% | 117 |
|
|
2015
Q3 | $176K | Sell |
6,798
-1,092
| -14% | -$29.6K | 0.11% | 118 |
|
|
2015
Q2 | $218K | Buy |
7,890
+753
| +11% | +$21.4K | 0.13% | 110 |
|
|
2015
Q1 | $205K | Sell |
7,137
-2,415
| -25% | -$68.4K | 0.12% | 111 |
|
|
2014
Q4 | $266K | Buy |
+9,552
| New | +$258K | 0.16% | 105 |
|
Other funds holding DON
LW
FPIS
First Personal Financial Services's DON Position: Q3 2024 in Review
First Personal Financial Services held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2024 at 250 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #291.
First Personal Financial Services first reported a position in DON in Q4 2014 and has held it in 40 quarters since. The position peaked at $266K in Q4 2014. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.
- First Personal Financial Services held 250 shares of WisdomTree US MidCap Dividend Fund worth $12.8K as of Q3 2024.
- First Personal Financial Services left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2024.
- WisdomTree US MidCap Dividend Fund made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #291 holding.
- First Personal Financial Services first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's WisdomTree US MidCap Dividend Fund position peaked at $266K in Q4 2014.
- 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.