MONECO Advisors’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
Q3 | $350K | Buy |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $662K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.3M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $947K | Buy |
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