Rodgers & Associates’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 | $1.95M | Sell |
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|
2025
Q2 | $2.02M | Hold |
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|
2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $316K | Hold |
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|
2020
Q4 | $272K | Buy |
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