LRWA
Long Run Wealth Advisors’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 | $5.36M | Buy |
106,909
+2,322
| +2% | +$116K | 1.12% | 24 |
|
|
2025
Q1 | $5.18M | Buy |
104,587
+17,870
| +21% | +$885K | 1.17% | 23 |
|
|
2024
Q4 | $4.42M | Sell |
86,717
-2,447
| -3% | -$125K | 1.06% | 27 |
|
|
2024
Q3 | $4.56M | Sell |
89,164
-2,146
| -2% | -$110K | 1.07% | 25 |
|
|
2024
Q2 | $4.27M | Sell |
91,310
-1,104
| -1% | -$51.6K | 1.08% | 25 |
|
|
2024
Q1 | $4.51M | Buy |
92,414
+1,633
| +2% | +$79.6K | 1.19% | 24 |
|
|
2023
Q4 | $4.15M | Sell |
90,781
-4,264
| -4% | -$195K | 1.2% | 24 |
|
|
2023
Q3 | $3.89M | Buy |
95,045
+3,977
| +4% | +$163K | 1.26% | 23 |
|
|
2023
Q2 | $3.83M | Buy |
91,068
+15,927
| +21% | +$670K | 1.22% | 24 |
|
|
2023
Q1 | $3.08M | Buy |
75,141
+733
| +1% | +$30K | 1.05% | 27 |
|
|
2022
Q4 | $3.06M | Buy |
74,408
+5,333
| +8% | +$219K | 1.1% | 28 |
|
|
2022
Q3 | $2.6M | Buy |
69,075
+2,173
| +3% | +$81.9K | 1.03% | 29 |
|
|
2022
Q2 | $2.61M | Sell |
66,902
-220
| -0.3% | -$8.58K | 1.01% | 28 |
|
|
2022
Q1 | $2.98M | Buy |
67,122
+8,375
| +14% | +$372K | 1.04% | 28 |
|
|
2021
Q4 | $2.61M | Buy |
+58,747
| New | +$2.61M | 0.91% | 32 |
|