Raymond James 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $749K | Sell |
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|
2024
Q1 | $839K | Hold |
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|
2023
Q4 | $786K | Hold |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $720K | Sell |
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|
2023
Q1 | $897K | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $764K | Hold |
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|
2022
Q2 | $791K | Hold |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $783K | Hold |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $729K | Buy |
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|
2020
Q3 | $591K | Sell |
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|
2020
Q2 | $587K | Buy |
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|
2020
Q1 | $495K | Hold |
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|
2019
Q4 | $779K | Sell |
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|
2019
Q3 | $842K | Buy |
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|
2019
Q2 | $839K | Buy |
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|
2019
Q1 | $808K | Buy |
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|
2018
Q4 | $688K | Buy |
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|
2018
Q3 | $781K | Sell |
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|
2018
Q2 | $772K | Buy |
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