Pinnacle Wealth Management Advisory 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
Q3 | $765K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $844K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $993K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.47M | Buy |
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|
2020
Q1 | $731K | Buy |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $512K | Sell |
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|
2019
Q2 | $528K | Buy |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $622K | Sell |
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|
2018
Q2 | $618K | Buy |
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|
2018
Q1 | $537K | Buy |
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|
2017
Q4 | $506K | Buy |
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|
2017
Q3 | $416K | Buy |
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|
2017
Q2 | $365K | Buy |
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