J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $773K | Sell |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $768K | Buy |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $700K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $791K | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.4M | Buy |
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