Jones Financial Companies’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 | $54.4M | Buy |
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|
2025
Q1 | $30.5M | Buy |
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|
2024
Q4 | $21.4M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $9.09M | Buy |
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|
2024
Q1 | $4.09M | Buy |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $129K | Buy |
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