RMR Wealth Builders’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 | $341K | Sell |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $223K | Buy |
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