Global Retirement Partners’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 | $513K | Buy |
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|
2025
Q2 | $445K | Buy |
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|
2024
Q4 | $49.4K | Hold |
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|
2024
Q3 | $49.6K | Sell |
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|
2024
Q2 | $46.4K | Buy |
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|
2024
Q1 | $35.5K | Sell |
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|
2023
Q4 | $103K | Buy |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $29.4K | Hold |
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|
2023
Q1 | $27.9K | Hold |
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|
2022
Q4 | $28.8K | Hold |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $388K | Sell |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $105K | Buy |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $60K | Buy |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $9K | Buy |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Buy |
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