NewSquare Capital’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 | $1.21M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $845K | Buy |
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|
2023
Q1 | $795K | Buy |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $773K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $77K | Buy |
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|
2020
Q2 | $49K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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