Flagship Harbor 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 | $379K | Sell |
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2025
Q1 | $376K | Sell |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $649K | Buy |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $159K | Sell |
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|
2020
Q2 | $167K | Buy |
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|
2020
Q1 | $137K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $912K | Buy |
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|
2019
Q2 | $754K | Buy |
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|
2019
Q1 | $723K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $213K | Buy |
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