Plimoth Trust’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 | $492K | Sell |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $772K | Sell |
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|
2021
Q1 | $754K | Sell |
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|
2020
Q4 | $671K | Sell |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $557K | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $1.93M | Sell |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $2.14M | Sell |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $2.18M | Sell |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $3.09M | Sell |
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|
2017
Q4 | $3.46M | Buy |
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