Marino Stram & Associates’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
Q2 | $860K | Sell |
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|
2025
Q1 | $862K | Buy |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $888K | Buy |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $710K | Sell |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $389K | Buy |
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