LWA
Lowe 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 | $11.1K | Hold |
222
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $11K | Hold |
222
| – | – | ﹤0.01% | 242 |
|
|
2024
Q4 | $11.3K | Buy |
+222
| New | +$11.3K | ﹤0.01% | 224 |
|
|
2020
Q1 | – | Sell |
-398
| Closed | -$15K | – | 316 |
|
|
2019
Q4 | $15K | Hold |
398
| – | – | 0.01% | 132 |
|
|
2019
Q3 | $14K | Hold |
398
| – | – | 0.01% | 131 |
|
|
2019
Q2 | $14K | Hold |
398
| – | – | 0.01% | 136 |
|
|
2019
Q1 | $14K | Hold |
398
| – | – | 0.01% | 121 |
|
|
2018
Q4 | $13K | Hold |
398
| – | – | 0.01% | 120 |
|
|
2018
Q3 | $15K | Buy |
+398
| New | +$15K | 0.01% | 122 |
|