Johnson Financial Group Inc (Wisconsin)’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120
| Closed | -$5.94K | – | 755 |
|
|
2025
Q1 | $5.94K | Buy |
+120
| New | +$5.94K | ﹤0.01% | 793 |
|
|
2024
Q4 | – | Sell |
-102
| Closed | -$5.22K | – | 873 |
|
|
2024
Q3 | $5.22K | Buy |
+102
| New | +$5.22K | ﹤0.01% | 782 |
|
|
2023
Q4 | – | Sell |
-646
| Closed | -$26.5K | – | 948 |
|
|
2023
Q3 | $26.5K | Buy |
+646
| New | +$26.5K | ﹤0.01% | 456 |
|
|
2023
Q1 | – | Sell |
-288
| Closed | -$11.8K | – | 639 |
|
|
2022
Q4 | $11.8K | Buy |
+288
| New | +$11.8K | ﹤0.01% | 481 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$5K | – | 534 |
|
|
2019
Q3 | $5K | Sell |
150
-375
| -71% | -$12.5K | ﹤0.01% | 483 |
|
|
2019
Q2 | $19K | Buy |
+525
| New | +$19K | ﹤0.01% | 409 |
|
|
2019
Q1 | – | Sell |
-550
| Closed | -$17K | – | 533 |
|
|
2018
Q4 | $17K | Buy |
+550
| New | +$17K | ﹤0.01% | 397 |
|
|
2015
Q2 | – | Sell |
-633
| Closed | -$18K | – | 895 |
|
|
2015
Q1 | $18K | Buy |
+633
| New | +$18K | ﹤0.01% | 619 |
|