Linscomb Wealth’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 | $95.6M | Sell |
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|
2025
Q2 | $91.8M | Buy |
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|
2025
Q1 | $90.1M | Sell |
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|
2024
Q4 | $93.7M | Sell |
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|
2024
Q3 | $95.1M | Sell |
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|
2024
Q2 | $87.7M | Sell |
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|
2024
Q1 | $92.7M | Sell |
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|
2023
Q4 | $87.9M | Sell |
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|
2023
Q3 | $81.7M | Sell |
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|
2023
Q2 | $88.5M | Sell |
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|
2023
Q1 | $91M | Sell |
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|
2022
Q4 | $93.4M | Sell |
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|
2022
Q3 | $86M | Sell |
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|
2022
Q2 | $89.7M | Sell |
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|
2022
Q1 | $110M | Buy |
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|
2021
Q4 | $107M | Sell |
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|
2021
Q3 | $100M | Buy |
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|
2021
Q2 | $101M | Sell |
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|
2021
Q1 | $98M | Sell |
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|
2020
Q4 | $84.4M | Buy |
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|
2020
Q3 | $69.9M | Buy |
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|
2020
Q2 | $67.4M | Buy |
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|
2020
Q1 | $51.3M | Buy |
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|
2019
Q4 | $79.2M | Buy |
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|
2019
Q3 | $75M | Buy |
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|
2019
Q2 | $73.6M | Buy |
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|
2019
Q1 | $71.6M | Buy |
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|
2018
Q4 | $62.8M | Buy |
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|
2018
Q3 | $65.1M | Sell |
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|
2018
Q2 | $63.4M | Sell |
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|
2018
Q1 | $61.8M | Sell |
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|
2017
Q4 | $65.9M | Sell |
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|
2017
Q3 | $68.2M | Sell |
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|
2017
Q2 | $68.2M | Sell |
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|
2017
Q1 | $68.3M | Buy |
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|
2016
Q4 | $65.4M | Sell |
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|
2016
Q3 | $63.3M | Buy |
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|
2016
Q2 | $61.1M | Sell |
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|
2016
Q1 | $60.1M | Buy |
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|
2015
Q4 | $55.6M | Sell |
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|
2015
Q3 | $53.7M | Buy |
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|
2015
Q2 | $56M | Sell |
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|
2015
Q1 | $58.7M | Buy |
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|
2014
Q4 | $55.6M | Sell |
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|
2014
Q3 | $52.7M | Sell |
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|
2014
Q2 | $58M | Buy |
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|
2014
Q1 | $52.8M | Buy |
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|
2013
Q4 | $50.3M | Buy |
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|
2013
Q3 | $42.3M | Buy |
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|
2013
Q2 | $34.3M | Buy |
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