Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $997K | Hold |
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|
2024
Q2 | $912K | Hold |
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|
2024
Q1 | $951K | Hold |
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|
2023
Q4 | $891K | Hold |
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|
2023
Q3 | $799K | Hold |
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|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $802K | Hold |
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|
2022
Q3 | $735K | Hold |
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|
2022
Q2 | $760K | Buy |
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