JNBA Financial 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 | $2.96M | Sell |
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|
2025
Q1 | $3.12M | Sell |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $3.75M | Sell |
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|
2024
Q2 | $4.39M | Sell |
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|
2024
Q1 | $6.8M | Sell |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $12.8M | Sell |
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|
2023
Q2 | $15.8M | Sell |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $16.7M | Sell |
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|
2021
Q4 | $18.6M | Buy |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $14.8M | Buy |
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|
2021
Q1 | $13.7M | Buy |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $7.87M | Buy |
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|
2020
Q2 | $7.17M | Buy |
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|
2020
Q1 | $5.6M | Buy |
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|
2019
Q4 | $5.2M | Buy |
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|
2019
Q3 | $3.96M | Buy |
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|
2019
Q2 | $2.86M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $957K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $900K | Sell |
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|
2018
Q1 | $917K | Buy |
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|
2017
Q4 | $931K | Buy |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $604K | Buy |
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|
2017
Q1 | $577K | Sell |
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|
2016
Q4 | $566K | Buy |
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|
2016
Q3 | $31K | Sell |
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|
2016
Q2 | $276K | Buy |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q4 | $48K | Buy |
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