Koshinski Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
6,380
+349
| +6% | +$17.5K | 0.02% | 511 |
|
|
2025
Q1 | $299K | Buy |
6,031
+542
| +10% | +$26.8K | 0.03% | 495 |
|
|
2024
Q4 | $280M | Buy |
5,489
+422
| +8% | +$21.5M | 0.02% | 501 |
|
|
2024
Q3 | $259K | Buy |
5,067
+2
| +0% | +$102 | 0.02% | 526 |
|
|
2024
Q2 | $234K | Sell |
5,065
-615
| -11% | -$28.4K | 0.02% | 524 |
|
|
2024
Q1 | $277K | Buy |
+5,680
| New | +$277K | 0.03% | 453 |
|
|
2023
Q4 | – | Sell |
-6,415
| Closed | -$263K | – | 531 |
|
|
2023
Q3 | $263K | Sell |
6,415
-211
| -3% | -$8.64K | 0.03% | 455 |
|
|
2023
Q2 | $279K | Sell |
6,626
-2,146
| -24% | -$90.2K | 0.03% | 473 |
|
|
2023
Q1 | $359K | Sell |
8,772
-21
| -0.2% | -$861 | 0.04% | 390 |
|
|
2022
Q4 | $362K | Buy |
8,793
+414
| +5% | +$17K | 0.04% | 422 |
|
|
2022
Q3 | $316K | Buy |
8,379
+331
| +4% | +$12.5K | 0.04% | 405 |
|
|
2022
Q2 | $314K | Buy |
8,048
+315
| +4% | +$12.3K | 0.03% | 454 |
|
|
2022
Q1 | $344K | Buy |
7,733
+225
| +3% | +$10K | 0.03% | 459 |
|
|
2021
Q4 | $333K | Sell |
7,508
-364
| -5% | -$16.1K | 0.03% | 492 |
|
|
2021
Q3 | $326K | Buy |
7,872
+1,909
| +32% | +$79.1K | 0.03% | 487 |
|
|
2021
Q2 | $250K | Sell |
5,963
-2,755
| -32% | -$116K | 0.03% | 485 |
|
|
2021
Q1 | $352K | Buy |
8,718
+20
| +0.2% | +$808 | 0.04% | 442 |
|
|
2020
Q4 | $303K | Sell |
8,698
-930
| -10% | -$32.4K | 0.04% | 432 |
|
|
2020
Q3 | $299 | Hold |
9,628
| – | – | 0.04% | 392 |
|
|
2020
Q2 | $273K | Buy |
9,628
+787
| +9% | +$22.3K | 0.04% | 405 |
|
|
2020
Q1 | $214K | Sell |
8,841
-5,975
| -40% | -$145K | 0.05% | 407 |
|
|
2019
Q4 | $562K | Buy |
+14,816
| New | +$562K | 0.1% | 284 |
|
|
2019
Q3 | – | Sell |
-112,235
| Closed | -$4.06M | – | 179 |
|
|
2019
Q2 | $4.06M | Sell |
112,235
-9,033
| -7% | -$327K | 1.65% | 6 |
|
|
2019
Q1 | $4.34K | Sell |
121,268
-9,681
| -7% | -$346 | 1.16% | 11 |
|
|
2018
Q4 | $4.14M | Sell |
130,949
-376
| -0.3% | -$11.9K | 1.02% | 10 |
|
|
2018
Q3 | $4.84M | Buy |
131,325
+49,525
| +61% | +$1.83M | 0.69% | 26 |
|
|
2018
Q2 | $2.93M | Buy |
81,800
+17
| +0% | +$609 | 0.89% | 14 |
|
|
2018
Q1 | $2.79M | Buy |
81,783
+1,421
| +2% | +$48.5K | 0.87% | 12 |
|
|
2017
Q4 | $2.84M | Buy |
80,362
+54,593
| +212% | +$1.93M | 0.71% | 22 |
|
|
2017
Q3 | $2.58M | Sell |
25,769
-2,443
| -9% | -$244K | 0.85% | 16 |
|
|
2017
Q2 | $2.76M | Sell |
28,212
-1,383
| -5% | -$135K | 1.01% | 10 |
|
|
2017
Q1 | $2.89M | Sell |
29,595
-30
| -0.1% | -$2.93K | 1.13% | 10 |
|
|
2016
Q4 | $2.63M | Buy |
29,625
+1,547
| +6% | +$137K | 1.3% | 6 |
|
|
2016
Q3 | $2.55M | Sell |
28,078
-666
| -2% | -$60.5K | 1.27% | 6 |
|
|
2016
Q2 | $2.57M | Buy |
28,744
+291
| +1% | +$26K | 1.4% | 7 |
|
|
2016
Q1 | $2.45M | Buy |
28,453
+594
| +2% | +$51.1K | 1.58% | 7 |
|
|
2015
Q4 | $2.24M | Buy |
27,859
+221
| +0.8% | +$17.8K | 1.57% | 8 |
|
|
2015
Q3 | $2.28M | Buy |
27,638
+2,724
| +11% | +$225K | 1.46% | 10 |
|
|
2015
Q2 | $2.06M | Buy |
24,914
+1,465
| +6% | +$121K | 1.3% | 13 |
|
|
2015
Q1 | $2.02M | Buy |
23,449
+452
| +2% | +$38.9K | 1.31% | 16 |
|
|
2014
Q4 | $1.93M | Buy |
+22,997
| New | +$1.93M | 1.09% | 18 |
|