Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.24M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.22M | Hold |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.31M | Hold |
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|
2021
Q4 | $1.31M | Hold |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $855K | Hold |
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|
2020
Q2 | $838K | Buy |
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|
2020
Q1 | $667K | Buy |
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