PSI Advisors’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 | $123K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $153K | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $998K | Sell |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.96M | Sell |
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|
2019
Q4 | $3.19M | Buy |
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