Navis Wealth 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 | $866K | Buy |
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|
2025
Q2 | $782K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $987K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $348K | Buy |
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