Joseph P. Lucia & Associates’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
Q3 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $187K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $175K | Hold |
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|
2021
Q2 | $177K | Sell |
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|
2021
Q1 | $182K | Sell |
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|
2020
Q4 | $170K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2019
Q3 | $181K | Buy |
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|
2019
Q2 | $166K | Sell |
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|
2019
Q1 | $3.98K | Buy |
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