Gladstone Institutional Advisory’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 | $1.34M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $973K | Buy |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $357K | Sell |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $412K | Buy |
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