Golden State 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
Q2 | $435K | Sell |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $427K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $971K | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $66K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.91M | Sell |
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|
2019
Q2 | $4.08M | Buy |
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|
2019
Q1 | $3.62M | Buy |
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