RMR Wealth Builders’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
6,808
-49
| -0.7% | -$2.46K | 0.03% | 208 |
|
|
2025
Q1 | $340K | Buy |
6,857
+35
| +0.5% | +$1.73K | 0.04% | 188 |
|
|
2024
Q4 | $348K | Sell |
6,822
-23
| -0.3% | -$1.17K | 0.04% | 193 |
|
|
2024
Q3 | $350K | Buy |
6,845
+352
| +5% | +$18K | 0.04% | 195 |
|
|
2024
Q2 | $304K | Buy |
6,493
+88
| +1% | +$4.12K | 0.03% | 200 |
|
|
2024
Q1 | $312K | Buy |
6,405
+315
| +5% | +$15.4K | 0.04% | 208 |
|
|
2023
Q4 | $278K | Buy |
6,090
+43
| +0.7% | +$1.97K | 0.04% | 198 |
|
|
2023
Q3 | $248K | Sell |
6,047
-50
| -0.8% | -$2.05K | 0.04% | 205 |
|
|
2023
Q2 | $256K | Sell |
6,097
-377
| -6% | -$15.9K | 0.04% | 177 |
|
|
2023
Q1 | $265K | Sell |
6,474
-269
| -4% | -$11K | 0.05% | 172 |
|
|
2022
Q4 | $277K | Buy |
6,743
+134
| +2% | +$5.51K | 0.06% | 149 |
|
|
2022
Q3 | $249K | Buy |
6,609
+33
| +0.5% | +$1.24K | 0.06% | 161 |
|
|
2022
Q2 | $256K | Sell |
6,576
-484
| -7% | -$18.8K | 0.06% | 155 |
|
|
2022
Q1 | $314K | Buy |
7,060
+819
| +13% | +$36.4K | 0.07% | 150 |
|
|
2021
Q4 | $277K | Buy |
6,241
+302
| +5% | +$13.4K | 0.08% | 95 |
|
|
2021
Q3 | $246K | Buy |
+5,939
| New | +$246K | 0.07% | 162 |
|
|
2021
Q2 | – | Sell |
-5,516
| Closed | -$223K | – | 308 |
|
|
2021
Q1 | $223K | Buy |
+5,516
| New | +$223K | 0.06% | 177 |
|