Octavia 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 | $879K | Sell |
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|
2025
Q2 | $855K | Sell |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $889K | Sell |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $844K | Buy |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $753K | Buy |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $736K | Sell |
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|
2022
Q3 | $707K | Sell |
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|
2022
Q2 | $791K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $2.31M | Buy |
|