Resurgent Financial 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
Q3 | $1.52M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $967K | Buy |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $928K | Buy |
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|
2022
Q4 | $921K | Buy |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $693K | Buy |
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