Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $600K | Hold |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $511K | Buy |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $967K | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.65M | Sell |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.84M | Sell |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $2.17M | Sell |
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|
2017
Q2 | $2.25M | Buy |
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|
2017
Q1 | $2.12M | Buy |
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|
2016
Q4 | $1.7M | Sell |
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|
2016
Q3 | $1.75K | Buy |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $779K | Buy |
|