MTM Investment 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
Q3 | $245K | Hold |
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|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $232K | Hold |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $224K | Buy |
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