Patten Group’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 | $356K | Sell |
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|
2025
Q1 | $415K | Buy |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $563K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $547K | Sell |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $599K | Sell |
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|
2018
Q2 | $623K | Sell |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $679K | Buy |
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|
2017
Q3 | $637K | Buy |
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|
2017
Q2 | $623K | Buy |
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|
2017
Q1 | $609K | Buy |
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|
2016
Q4 | $593K | Sell |
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|
2016
Q3 | $548K | Buy |
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|
2016
Q2 | $538K | Buy |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $441K | Sell |
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|
2015
Q3 | $449K | Sell |
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|
2015
Q2 | $591K | Sell |
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|
2015
Q1 | $619K | Buy |
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|
2014
Q4 | $596K | Buy |
|