Kistler-Tiffany 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $40.7K | Hold |
968
| – | – | 0.01% | 515 |
|
|
2023
Q1 | $39.7K | Hold |
968
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $39.8K | Hold |
968
| – | – | 0.01% | 451 |
|
|
2022
Q3 | $36K | Hold |
968
| – | – | 0.01% | 417 |
|
|
2022
Q2 | $38K | Hold |
968
| – | – | 0.01% | 407 |
|
|
2022
Q1 | $43K | Hold |
968
| – | – | 0.01% | 405 |
|
|
2021
Q4 | $43K | Hold |
968
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $40K | Hold |
968
| – | – | 0.01% | 395 |
|
|
2021
Q2 | $41K | Hold |
968
| – | – | 0.01% | 389 |
|
|
2021
Q1 | $39K | Hold |
968
| – | – | 0.01% | 364 |
|
|
2020
Q4 | $34K | Hold |
968
| – | – | 0.01% | 354 |
|
|
2020
Q3 | $28K | Hold |
968
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $27K | Hold |
968
| – | – | 0.01% | 324 |
|
|
2020
Q1 | $37K | Hold |
968
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $37K | Hold |
968
| – | – | 0.01% | 293 |
|
|
2019
Q3 | $35K | Hold |
968
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $35K | Hold |
968
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $35K | Hold |
968
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $31K | Hold |
968
| – | – | 0.01% | 272 |
|
|
2018
Q3 | $36K | Hold |
968
| – | – | 0.01% | 286 |
|
|
2018
Q2 | $35K | Hold |
968
| – | – | 0.02% | 284 |
|
|
2018
Q1 | $33K | Sell |
968
-82
| -8% | -$2.86K | 0.01% | 316 |
|
|
2017
Q4 | $37K | Hold |
1,050
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $35K | Hold |
1,050
| – | – | 0.01% | 312 |
|
|
2017
Q2 | $34K | Hold |
1,050
| – | – | 0.02% | 304 |
|
|
2017
Q1 | $34K | Hold |
1,050
| – | – | 0.02% | 287 |
|
|
2016
Q4 | $33K | Hold |
1,050
| – | – | 0.02% | 290 |
|
|
2016
Q3 | $32K | Hold |
1,050
| – | – | 0.02% | 310 |
|
|
2016
Q2 | $31K | Hold |
1,050
| – | – | 0.02% | 313 |
|
|
2016
Q1 | $30K | Hold |
1,050
| – | – | 0.02% | 311 |
|
|
2015
Q4 | $28K | Hold |
1,050
| – | – | 0.02% | 331 |
|
|
2015
Q3 | $27K | Hold |
1,050
| – | – | 0.02% | 321 |
|
|
2015
Q2 | $29K | Hold |
1,050
| – | – | 0.02% | 328 |
|
|
2015
Q1 | $30K | Hold |
1,050
| – | – | 0.02% | 303 |
|
|
2014
Q4 | $29K | Hold |
1,050
| – | – | 0.02% | 311 |
|
|
2014
Q3 | $27K | Hold |
1,050
| – | – | 0.02% | 328 |
|
|
2014
Q2 | $29K | Sell |
1,050
-810
| -44% | -$21.2K | 0.02% | 318 |
|
|
2014
Q1 | $48K | Hold |
1,860
| – | – | 0.04% | 230 |
|
|
2013
Q4 | $46K | Hold |
1,860
| – | – | 0.03% | 235 |
|
|
2013
Q3 | $43K | Hold |
1,860
| – | – | 0.03% | 246 |
|
|
2013
Q2 | $41K | Buy |
+1,860
| New | +$40.9K | 0.04% | 239 |
|
Other funds holding DON
LW
FPIS
Kistler-Tiffany Companies's DON Position: Q2 2023 in Review
Kistler-Tiffany Companies held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2023 at 968 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #515.
Kistler-Tiffany Companies first reported a position in DON in Q2 2013 and has held it in 41 quarters since. The position peaked at $48K in Q1 2014. 372 funds tracked by Wall St. Rank hold DON as of Q2 2023.
- Kistler-Tiffany Companies held 968 shares of WisdomTree US MidCap Dividend Fund worth $40.7K as of Q2 2023.
- Kistler-Tiffany Companies left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2023.
- WisdomTree US MidCap Dividend Fund made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #515 holding.
- Kistler-Tiffany Companies first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's WisdomTree US MidCap Dividend Fund position peaked at $48K in Q1 2014.
- 372 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.