Franklin Resources’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 | $114K | Hold |
2,274
| – | – | ﹤0.01% | 2825 |
|
|
2025
Q1 | $113K | Sell |
2,274
-52
| -2% | -$2.58K | ﹤0.01% | 2789 |
|
|
2024
Q4 | $119K | Sell |
2,326
-120
| -5% | -$6.12K | ﹤0.01% | 2730 |
|
|
2024
Q3 | $126K | Hold |
2,446
| – | – | ﹤0.01% | 2718 |
|
|
2024
Q2 | $114K | Hold |
2,446
| – | – | ﹤0.01% | 2659 |
|
|
2024
Q1 | $119K | Sell |
2,446
-50
| -2% | -$2.44K | ﹤0.01% | 2674 |
|
|
2023
Q4 | $114K | Sell |
2,496
-125
| -5% | -$5.71K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $107K | Hold |
2,621
| – | – | ﹤0.01% | 2443 |
|
|
2023
Q2 | $110K | Hold |
2,621
| – | – | ﹤0.01% | 2515 |
|
|
2023
Q1 | $107K | Hold |
2,621
| – | – | ﹤0.01% | 2098 |
|
|
2022
Q4 | $108K | Hold |
2,621
| – | – | ﹤0.01% | 2109 |
|
|
2022
Q3 | $99K | Buy |
2,621
+1,000
| +62% | +$37.8K | ﹤0.01% | 2102 |
|
|
2022
Q2 | $63K | Sell |
1,621
-200
| -11% | -$7.77K | ﹤0.01% | 2209 |
|
|
2022
Q1 | $81K | Buy |
1,821
+200
| +12% | +$8.9K | ﹤0.01% | 2322 |
|
|
2021
Q4 | $72K | Buy |
1,621
+1,221
| +305% | +$54.2K | ﹤0.01% | 2372 |
|
|
2021
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 2415 |
|
|
2021
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 1950 |
|
|
2020
Q4 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 1875 |
|