Integrated Wealth Concepts’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 | $238K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $375K | Sell |
|
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|
2024
Q2 | $358K | Buy |
|
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|
2024
Q1 | $364K | Buy |
|
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|
2023
Q4 | $312K | Buy |
|
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|
2023
Q3 | $278K | Sell |
|
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $246K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $398K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $205K | Buy |
|