IWP
IAG Wealth Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
470,660
-14,306
| -3% | -$717K | 3.12% | 10 |
|
|
2025
Q1 | $24M | Buy |
484,966
+5,810
| +1% | +$288K | 3.73% | 7 |
|
|
2024
Q4 | $24.4M | Sell |
479,156
-10,632
| -2% | -$542K | 4.31% | 6 |
|
|
2024
Q3 | $25M | Buy |
489,788
+1,029
| +0.2% | +$52.6K | 4.63% | 6 |
|
|
2024
Q2 | $22.9M | Sell |
488,759
-4,334
| -0.9% | -$203K | 4.59% | 7 |
|
|
2024
Q1 | $24M | Buy |
493,093
+4,784
| +1% | +$233K | 5.16% | 6 |
|
|
2023
Q4 | $22.3M | Sell |
488,309
-1,306
| -0.3% | -$59.7K | 5.09% | 6 |
|
|
2023
Q3 | $20.1M | Buy |
489,615
+5,173
| +1% | +$212K | 5.59% | 8 |
|
|
2023
Q2 | $20.4M | Buy |
484,442
+6,333
| +1% | +$266K | 5.38% | 8 |
|
|
2023
Q1 | $19.6M | Buy |
478,109
+11,553
| +2% | +$473K | 5.44% | 7 |
|
|
2022
Q4 | $19.2M | Buy |
466,556
+31,709
| +7% | +$1.3M | 5.65% | 7 |
|
|
2022
Q3 | $16.4M | Buy |
434,847
+30,541
| +8% | +$1.15M | 5.44% | 6 |
|
|
2022
Q2 | $15.8M | Buy |
404,306
+33,276
| +9% | +$1.3M | 5.16% | 6 |
|
|
2022
Q1 | $16.5M | Buy |
371,030
+11,428
| +3% | +$508K | 5.19% | 7 |
|
|
2021
Q4 | $16M | Buy |
359,602
+17,227
| +5% | +$764K | 5.11% | 7 |
|
|
2021
Q3 | $14.2M | Buy |
342,375
+6,932
| +2% | +$287K | 5.05% | 7 |
|
|
2021
Q2 | $14.1M | Sell |
335,443
-6,376
| -2% | -$267K | 5.05% | 7 |
|
|
2021
Q1 | $13.8M | Sell |
341,819
-1,065
| -0.3% | -$43K | 5.27% | 7 |
|
|
2020
Q4 | $11.9M | Buy |
342,884
+11,636
| +4% | +$405K | 4.87% | 8 |
|
|
2020
Q3 | $9.58M | Buy |
331,248
+27,722
| +9% | +$802K | 4.42% | 9 |
|
|
2020
Q2 | $8.6M | Buy |
303,526
+68,429
| +29% | +$1.94M | 4.17% | 9 |
|
|
2020
Q1 | $5.68M | Sell |
235,097
-35,111
| -13% | -$848K | 3.79% | 10 |
|
|
2019
Q4 | $10.3M | Buy |
+270,208
| New | +$10.3M | 6.71% | 5 |
|