Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.66M | Buy |
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|
2021
Q3 | $5.24M | Buy |
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|
2021
Q2 | $5.14M | Buy |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $4.02M | Sell |
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|
2020
Q3 | $3.52M | Sell |
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|
2020
Q2 | $3.35M | Sell |
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|
2020
Q1 | $3.53M | Sell |
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|
2019
Q4 | $145M | Buy |
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|
2019
Q3 | $5.12M | Buy |
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|
2019
Q2 | $4.95M | Buy |
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|
2019
Q1 | $4.77M | Buy |
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|
2018
Q4 | $3.96M | Buy |
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|
2018
Q3 | $4.37M | Buy |
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|
2018
Q2 | $4.1M | Buy |
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|
2018
Q1 | $3.77M | Buy |
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|
2017
Q4 | $3.72M | Buy |
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|
2017
Q3 | $3.27M | Buy |
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|
2017
Q2 | $2.64M | Buy |
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|
2017
Q1 | $2.53M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $207K | Buy |
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