RFG Advisory’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 | $227K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $369K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $543K | Buy |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $496K | Sell |
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|
2018
Q3 | $590K | Buy |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $214K | Buy |
|