HUB Investment 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 | – | Sell |
|
|||||
|
2025
Q2 | $288K | Hold |
|
|||||
|
2025
Q1 | $284K | Sell |
|
|||||
|
2024
Q4 | $299K | Sell |
|
|||||
|
2024
Q3 | $314K | Sell |
|
|||||
|
2024
Q2 | $292K | Hold |
|
|||||
|
2024
Q1 | $304K | Sell |
|
|||||
|
2023
Q4 | $294K | Hold |
|
|||||
|
2023
Q3 | $263K | Hold |
|
|||||
|
2023
Q2 | $270K | Sell |
|
|||||
|
2023
Q1 | $288K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $316K | Hold |
|
|||||
|
2022
Q2 | $327K | Hold |
|
|||||
|
2022
Q1 | $372K | Sell |
|
|||||
|
2021
Q4 | $395K | Hold |
|
|||||
|
2021
Q3 | $369K | Hold |
|
|||||
|
2021
Q2 | $373K | Sell |
|
|||||
|
2021
Q1 | $362K | Buy |
|