OneDigital Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $356K | Buy |
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