Pacific Sun Financial’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 | $1.19M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $955K | Sell |
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|
2023
Q2 | $998K | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $974K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2020
Q3 | $902K | Sell |
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|
2020
Q2 | $964K | Sell |
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|
2020
Q1 | $833K | Buy |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2018
Q2 | $816K | Buy |
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|
2018
Q1 | $746K | Buy |
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