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
2022
Q3
Sell
2022
Q2
$164K Hold
2022
Q1
$187K Buy
2021
Q4
Sell
2021
Q3
$175K Hold
2021
Q2
$177K Sell
2021
Q1
$182K Sell
2020
Q4
$170K Buy
2020
Q3
Sell
2020
Q2
$138K Hold
2020
Q1
$118K Sell
2019
Q4
$218K Buy
2019
Q3
$181K Buy
2019
Q2
$166K Sell
2019
Q1
$3.98K Buy