HB 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 | $708K | Hold |
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|
2025
Q2 | $679K | Hold |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $414K | Buy |
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