IA
IFP Advisors’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 | $438K | Buy |
8,744
+50
| +0.6% | +$2.51K | 0.01% | 891 |
|
|
2025
Q1 | $431K | Sell |
8,694
-18
| -0.2% | -$891 | 0.01% | 825 |
|
|
2024
Q4 | $444K | Buy |
8,712
+1
| +0% | +$51 | 0.01% | 780 |
|
|
2024
Q3 | $445K | Buy |
8,711
+200
| +2% | +$10.2K | 0.02% | 733 |
|
|
2024
Q2 | $398K | Sell |
8,511
-623
| -7% | -$29.1K | 0.02% | 735 |
|
|
2024
Q1 | $445K | Sell |
9,134
-233
| -2% | -$11.4K | 0.02% | 653 |
|
|
2023
Q4 | $428K | Sell |
9,367
-812
| -8% | -$37.1K | 0.02% | 634 |
|
|
2023
Q3 | $417K | Sell |
10,179
-403
| -4% | -$16.5K | 0.02% | 661 |
|
|
2023
Q2 | $445K | Sell |
10,582
-1,255
| -11% | -$52.8K | 0.02% | 694 |
|
|
2023
Q1 | $969K | Sell |
11,837
-3,748
| -24% | -$307K | 0.04% | 399 |
|
|
2022
Q4 | $1.28M | Sell |
15,585
-27
| -0.2% | -$2.21K | 0.03% | 523 |
|
|
2022
Q3 | $1.28M | Sell |
15,612
-451
| -3% | -$37K | 0.03% | 554 |
|
|
2022
Q2 | $1.32M | Hold |
16,063
| – | – | 0.04% | 489 |
|
|
2022
Q1 | $1.32M | Buy |
16,063
+2,786
| +21% | +$228K | 0.04% | 489 |
|
|
2021
Q4 | $589K | Sell |
13,277
-967
| -7% | -$42.9K | 0.01% | 534 |
|
|
2021
Q3 | $590K | Buy |
14,244
+2,760
| +24% | +$114K | 0.01% | 519 |
|
|
2021
Q2 | $481K | Sell |
11,484
-12,048
| -51% | -$505K | 0.01% | 561 |
|
|
2021
Q1 | $949K | Sell |
23,532
-4,615
| -16% | -$186K | 0.02% | 368 |
|
|
2020
Q4 | $977K | Sell |
28,147
-496
| -2% | -$17.2K | 0.04% | 355 |
|
|
2020
Q3 | $827K | Buy |
28,643
+6,065
| +27% | +$175K | 0.05% | 325 |
|
|
2020
Q2 | $631K | Sell |
22,578
-135
| -0.6% | -$3.77K | 0.05% | 364 |
|
|
2020
Q1 | $567K | Sell |
22,713
-1,346
| -6% | -$33.6K | 0.06% | 324 |
|
|
2019
Q4 | $913K | Sell |
24,059
-45,856
| -66% | -$1.74M | 0.07% | 302 |
|
|
2019
Q3 | $2.53M | Buy |
+69,915
| New | +$2.53M | 0.17% | 136 |
|
|
2019
Q1 | $2.36M | Sell |
65,911
-24,445
| -27% | -$875K | 0.32% | 72 |
|
|
2018
Q4 | $2.83M | Buy |
90,356
+18,780
| +26% | +$589K | 0.17% | 136 |
|
|
2018
Q3 | $2.64M | Sell |
71,576
-1,422
| -2% | -$52.4K | 0.11% | 209 |
|
|
2018
Q2 | $2.61M | Buy |
72,998
+1,874
| +3% | +$67.1K | 0.11% | 207 |
|
|
2018
Q1 | $2.51M | Hold |
71,124
| – | – | 0.11% | 207 |
|
|
2017
Q4 | $2.51M | Buy |
71,124
+52,057
| +273% | +$1.84M | 0.11% | 206 |
|
|
2017
Q3 | $1.91M | Buy |
19,067
+11,094
| +139% | +$1.11M | 0.08% | 273 |
|
|
2017
Q2 | $779K | Buy |
7,973
+1,737
| +28% | +$170K | 0.03% | 507 |
|
|
2017
Q1 | $608K | Buy |
6,236
+2,324
| +59% | +$227K | 0.03% | 587 |
|
|
2016
Q4 | $369K | Buy |
3,912
+1,375
| +54% | +$130K | 0.02% | 761 |
|
|
2016
Q3 | $231K | Sell |
2,537
-136
| -5% | -$12.4K | 0.01% | 931 |
|
|
2016
Q2 | $239K | Sell |
2,673
-63,238
| -96% | -$5.65M | 0.01% | 888 |
|
|
2016
Q1 | $2.36M | Buy |
65,911
+64,793
| +5,795% | +$2.32M | 0.32% | 72 |
|
|
2015
Q4 | $90K | Buy |
+1,118
| New | +$90K | 0.01% | 1233 |
|