Modera Wealth Management’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 | $5.9M | Sell |
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|
2025
Q1 | $6M | Sell |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $6.73M | Sell |
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|
2024
Q2 | $6.17M | Sell |
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|
2024
Q1 | $6.46M | Sell |
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|
2023
Q4 | $6.2M | Sell |
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|
2023
Q3 | $5.63M | Sell |
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|
2023
Q2 | $5.86M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $2.94M | Sell |
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|
2022
Q2 | $3.24M | Sell |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $4.04M | Buy |
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