IWM
IHT Wealth Management’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 | $1.13M | Buy |
22,477
+177
| +0.8% | +$8.87K | 0.03% | 464 |
|
|
2025
Q1 | $1.1M | Sell |
22,300
-183
| -0.8% | -$9.06K | 0.03% | 447 |
|
|
2024
Q4 | $1.15M | Buy |
22,483
+518
| +2% | +$26.4K | 0.04% | 413 |
|
|
2024
Q3 | $1.12M | Buy |
21,965
+377
| +2% | +$19.3K | 0.03% | 471 |
|
|
2024
Q2 | $1.01M | Buy |
21,588
+87
| +0.4% | +$4.07K | 0.04% | 435 |
|
|
2024
Q1 | $1.05M | Buy |
21,501
+185
| +0.9% | +$9.02K | 0.04% | 410 |
|
|
2023
Q4 | $974K | Sell |
21,316
-739
| -3% | -$33.8K | 0.04% | 395 |
|
|
2023
Q3 | $903K | Buy |
22,055
+2,297
| +12% | +$94.1K | 0.05% | 370 |
|
|
2023
Q2 | $831K | Sell |
19,758
-103
| -0.5% | -$4.33K | 0.04% | 385 |
|
|
2023
Q1 | $814K | Buy |
19,861
+4,431
| +29% | +$182K | 0.05% | 351 |
|
|
2022
Q4 | $635K | Buy |
15,430
+5,932
| +62% | +$244K | 0.04% | 414 |
|
|
2022
Q3 | $358K | Sell |
9,498
-89,504
| -90% | -$3.37M | 0.03% | 555 |
|
|
2022
Q2 | $3.86M | Buy |
99,002
+91,332
| +1,191% | +$3.56M | 0.34% | 57 |
|
|
2022
Q1 | $341K | Sell |
7,670
-324,285
| -98% | -$14.4M | 0.03% | 528 |
|
|
2021
Q4 | $14.7M | Buy |
331,955
+324,069
| +4,109% | +$14.4M | 1.09% | 13 |
|
|
2021
Q3 | $327K | Buy |
7,886
+232
| +3% | +$9.62K | 0.03% | 564 |
|
|
2021
Q2 | $321K | Sell |
7,654
-354
| -4% | -$14.8K | 0.02% | 685 |
|
|
2021
Q1 | $324K | Buy |
8,008
+1,460
| +22% | +$59.1K | 0.02% | 607 |
|
|
2020
Q4 | $228K | Buy |
+6,548
| New | +$228K | 0.02% | 647 |
|
|
2020
Q1 | – | Sell |
-7,395
| Closed | -$281K | – | 575 |
|
|
2019
Q4 | $281K | Buy |
7,395
+269
| +4% | +$10.2K | 0.03% | 466 |
|
|
2019
Q3 | $259K | Buy |
7,126
+592
| +9% | +$21.5K | 0.04% | 463 |
|
|
2019
Q2 | $236K | Sell |
6,534
-401
| -6% | -$14.5K | 0.03% | 457 |
|
|
2019
Q1 | $248K | Sell |
6,935
-745
| -10% | -$26.6K | 0.04% | 405 |
|
|
2018
Q4 | $243K | Sell |
7,680
-3,328
| -30% | -$105K | 0.05% | 381 |
|
|
2018
Q3 | $406K | Buy |
11,008
+4
| +0% | +$148 | 0.09% | 257 |
|
|
2018
Q2 | $394K | Buy |
11,004
+80
| +0.7% | +$2.86K | 0.1% | 241 |
|
|
2018
Q1 | $365K | Buy |
10,924
+89
| +0.8% | +$2.97K | 0.1% | 237 |
|
|
2017
Q4 | $388K | Buy |
10,835
+8,795
| +431% | +$315K | 0.1% | 242 |
|
|
2017
Q3 | $205K | Buy |
2,040
+93
| +5% | +$9.35K | 0.09% | 240 |
|
|
2017
Q2 | $1 | Buy |
1,947
+10
| +0.5% | – | ﹤0.01% | 1291 |
|
|
2017
Q1 | $187K | Buy |
1,937
+11
| +0.6% | +$1.06K | 0.12% | 189 |
|
|
2016
Q4 | $183K | Buy |
+1,926
| New | +$183K | 0.14% | 178 |
|