Pinnacle Associates’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 | $927K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.41M | Sell |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.19M | Sell |
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|
2020
Q4 | $1.93M | Sell |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $785K | Sell |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $962K | Buy |
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|
2018
Q1 | $868K | Buy |
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|
2017
Q4 | $842K | Buy |
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|
2017
Q3 | $717K | Buy |
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|
2017
Q2 | $538K | Buy |
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|
2017
Q1 | $267K | Buy |
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