RVW Wealth’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 | $232K | Hold |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $1M | Hold |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $596K | Sell |
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|
2019
Q4 | $1.96M | Hold |
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|
2019
Q3 | $1.87M | Buy |
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