Sigma Planning Corp’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 | $378K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $567K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $541K | Buy |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $774K | Buy |
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|
2019
Q3 | $692K | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $883K | Buy |
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|
2018
Q4 | $401K | Sell |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | $433K | Sell |
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|
2017
Q4 | $594K | Buy |
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|
2017
Q3 | $450K | Buy |
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|
2017
Q2 | $418K | Buy |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $293K | Buy |
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|
2016
Q3 | $270K | Buy |
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|
2016
Q2 | $219K | Buy |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Sell |
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|
2015
Q1 | $233K | Buy |
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