IFP Advisors’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 | $438K | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.31M | Hold |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $481K | Sell |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $977K | Sell |
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|
2020
Q3 | $827K | Buy |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $913K | Sell |
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|
2019
Q3 | $2.53M | Buy |
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|
2019
Q1 | $2.36M | Sell |
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|
2018
Q4 | $2.83M | Buy |
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|
2018
Q3 | $2.64M | Sell |
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|
2018
Q2 | $2.61M | Buy |
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|
2018
Q1 | $2.51M | Hold |
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|
2017
Q4 | $2.51M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $779K | Buy |
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|
2017
Q1 | $608K | Buy |
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|
2016
Q4 | $369K | Buy |
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|
2016
Q3 | $231K | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $90K | Buy |
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