MMA
Miracle Mile 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 | $1.21M | Buy |
24,044
+870
| +4% | +$43.6K | 0.02% | 337 |
|
2025
Q1 | $1.15M | Sell |
23,174
-1,150
| -5% | -$56.9K | 0.02% | 301 |
|
2024
Q4 | $1.24M | Buy |
24,324
+342
| +1% | +$17.4K | 0.03% | 301 |
|
2024
Q3 | $1.23M | Sell |
23,982
-925
| -4% | -$47.3K | 0.03% | 251 |
|
2024
Q2 | $1.16M | Sell |
24,907
-6,392
| -20% | -$299K | 0.03% | 237 |
|
2024
Q1 | $1.53M | Hold |
31,299
| – | – | 0.04% | 209 |
|
2023
Q4 | $1.43M | Buy |
31,299
+14,304
| +84% | +$654K | 0.04% | 206 |
|
2023
Q3 | $696K | Buy |
16,995
+1,431
| +9% | +$58.6K | 0.02% | 285 |
|
2023
Q2 | $654K | Buy |
15,564
+8,167
| +110% | +$343K | 0.02% | 310 |
|
2023
Q1 | $303K | Buy |
+7,397
| New | +$303K | 0.01% | 429 |
|
2020
Q3 | – | Sell |
-10,384
| Closed | -$294K | – | 364 |
|
2020
Q2 | $294K | Buy |
10,384
+80
| +0.8% | +$2.27K | 0.02% | 264 |
|
2020
Q1 | $249K | Sell |
10,304
-38,890
| -79% | -$940K | 0.03% | 237 |
|
2019
Q4 | $1.87M | Sell |
49,194
-6,248
| -11% | -$238K | 0.13% | 119 |
|
2019
Q3 | $2.01M | Sell |
55,442
-17,450
| -24% | -$634K | 0.14% | 125 |
|
2019
Q2 | $2.64M | Sell |
72,892
-4,330
| -6% | -$157K | 0.2% | 96 |
|
2019
Q1 | $2.76M | Buy |
77,222
+7,131
| +10% | +$255K | 0.22% | 84 |
|
2018
Q4 | $2.22M | Sell |
70,091
-735
| -1% | -$23.2K | 0.26% | 63 |
|
2018
Q3 | $2.61M | Sell |
70,826
-2,517
| -3% | -$92.8K | 0.24% | 71 |
|
2018
Q2 | $2.63M | Sell |
73,343
-1,185
| -2% | -$42.4K | 0.25% | 64 |
|
2018
Q1 | $2.54M | Buy |
74,528
+4,299
| +6% | +$147K | 0.27% | 56 |
|
2017
Q4 | $2.48M | Buy |
70,229
+46,817
| +200% | +$1.65M | 0.4% | 21 |
|
2017
Q3 | $2.34M | Buy |
23,412
+5,635
| +32% | +$563K | 0.4% | 20 |
|
2017
Q2 | $1.74M | Buy |
17,777
+285
| +2% | +$27.9K | 0.32% | 23 |
|
2017
Q1 | $1.71M | Sell |
17,492
-1,423
| -8% | -$139K | 0.32% | 23 |
|
2016
Q4 | $1.79M | Buy |
18,915
+145
| +0.8% | +$13.7K | 0.41% | 25 |
|
2016
Q3 | $1.71M | Sell |
18,770
-3,050
| -14% | -$277K | 0.43% | 18 |
|
2016
Q2 | $2M | Buy |
21,820
+3,597
| +20% | +$330K | 0.65% | 18 |
|
2016
Q1 | $1.57M | Sell |
18,223
-6,892
| -27% | -$593K | 0.56% | 24 |
|
2015
Q4 | $2.02M | Buy |
25,115
+10,805
| +76% | +$870K | 0.73% | 18 |
|
2015
Q3 | $1.11M | Buy |
14,310
+2,625
| +22% | +$204K | 0.37% | 28 |
|
2015
Q2 | $966K | Buy |
11,685
+6,870
| +143% | +$568K | 0.65% | 16 |
|
2015
Q1 | $416K | Buy |
4,815
+1,210
| +34% | +$105K | 0.44% | 17 |
|
2014
Q4 | $302K | Buy |
+3,605
| New | +$302K | 0.32% | 21 |
|