Geneos Wealth 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
Q3 | $461K | Sell |
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|
2025
Q2 | $484K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $471K | Sell |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $466K | Sell |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $512K | Sell |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $748K | Buy |
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|
2019
Q1 | $705K | Buy |
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|
2018
Q4 | $362K | Buy |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $417K | Buy |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $290K | Sell |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $336K | Buy |
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|
2016
Q4 | $271K | Sell |
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|
2016
Q3 | $261K | Buy |
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|
2016
Q2 | $257K | Buy |
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|
2016
Q1 | $244K | Buy |
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