O'Shaughnessy Asset 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
Q2 | $1.08M | Buy |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $110K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $102K | Buy |
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