Montag & 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 | $184K | Sell |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $1.12M | Buy |
|
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $909K | Buy |
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|
2023
Q2 | $932K | Buy |
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|
2023
Q1 | $908K | Buy |
|
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $243K | Buy |
|