JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $839K | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $3.4M | Sell |
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|
2019
Q3 | $3.35M | Sell |
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|
2019
Q2 | $3.76M | Sell |
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|
2019
Q1 | $4.14M | Sell |
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|
2018
Q4 | $4.4M | Sell |
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|
2018
Q3 | $6.34M | Sell |
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|
2018
Q2 | $7.05M | Sell |
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|
2018
Q1 | $9.99M | Sell |
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|
2017
Q4 | $12.1M | Sell |
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|
2017
Q3 | $11.8M | Buy |
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|
2017
Q2 | $10.4M | Buy |
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|
2017
Q1 | $9.85M | Buy |
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|
2016
Q4 | $8.02M | Buy |
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|
2016
Q3 | $7.72M | Sell |
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|
2016
Q2 | $7.91M | Sell |
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|
2016
Q1 | $8.11M | Sell |
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|
2015
Q4 | $8.13M | Sell |
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|
2015
Q3 | $8.02M | Buy |
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|
2015
Q2 | $501K | Sell |
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|
2015
Q1 | $7.69M | Buy |
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|
2014
Q4 | $5.7M | Buy |
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|
2014
Q3 | $475K | Hold |
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|
2014
Q2 | $495K | Hold |
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|
2014
Q1 | $467K | Hold |
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|
2013
Q4 | $453K | Hold |
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|
2013
Q3 | $422K | Hold |
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|
2013
Q2 | $398K | Buy |
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