Key Financial Inc’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 | $379K | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $480K | Hold |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $578K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $480K | Hold |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $561K | Buy |
|