Johnson Investment Counsel’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 | $756K | Buy |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $332K | Buy |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $306K | Sell |
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|
2017
Q4 | $468K | Buy |
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