Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $603K | Buy |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $226K | Buy |
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|
2018
Q2 | $56K | Sell |
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|
2018
Q1 | $130K | Sell |
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|
2017
Q4 | $139K | Buy |
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|
2017
Q3 | $127K | Buy |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $124K | Buy |
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|
2016
Q4 | $122K | Buy |
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