Institute for Wealth Management’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 | $443K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $420K | Hold |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $401K | Hold |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $664K | Buy |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $882K | Buy |
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|
2019
Q3 | $818K | Sell |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | $595K | Buy |
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|
2018
Q3 | $674K | Sell |
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|
2018
Q2 | $667K | Buy |
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|
2018
Q1 | $636K | Buy |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $291K | Buy |
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