SignatureFD’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 | – | Sell |
-1,211
| Closed | -$60K | – | 3306 |
|
|
2025
Q1 | $60K | Hold |
1,211
| – | – | ﹤0.01% | 1476 |
|
|
2024
Q4 | $61.7K | Hold |
1,211
| – | – | ﹤0.01% | 1466 |
|
|
2024
Q3 | $61.9K | Hold |
1,211
| – | – | ﹤0.01% | 1462 |
|
|
2024
Q2 | $56.6K | Hold |
1,211
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q1 | $59.1K | Hold |
1,211
| – | – | ﹤0.01% | 1457 |
|
|
2023
Q4 | $55.3K | Hold |
1,211
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q3 | $49.6K | Hold |
1,211
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q2 | $50.9K | Hold |
1,211
| – | – | ﹤0.01% | 1417 |
|
|
2023
Q1 | $49.6K | Sell |
1,211
-350
| -22% | -$14.9K | ﹤0.01% | 1394 |
|
|
2022
Q4 | $64.2K | Hold |
1,561
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q3 | $59K | Buy |
1,561
+350
| +29% | +$14.4K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $47K | Hold |
1,211
| – | – | ﹤0.01% | 1324 |
|
|
2022
Q1 | $54K | Hold |
1,211
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q4 | $54K | Hold |
1,211
| – | – | ﹤0.01% | 1296 |
|
|
2021
Q3 | $50K | Sell |
1,211
-435
| -26% | -$18.3K | ﹤0.01% | 1293 |
|
|
2021
Q2 | $69K | Hold |
1,646
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $67K | Hold |
1,646
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q4 | $57K | Hold |
1,646
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $48K | Hold |
1,646
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q2 | $47K | Sell |
1,646
-2,400
| -59% | -$64.8K | ﹤0.01% | 970 |
|
|
2020
Q1 | $98K | Sell |
4,046
-165
| -4% | -$5.55K | 0.01% | 645 |
|
|
2019
Q4 | $160K | Buy |
4,211
+2,565
| +156% | +$94.9K | 0.01% | 547 |
|
|
2019
Q3 | $60K | Hold |
1,646
| – | – | ﹤0.01% | 855 |
|
|
2019
Q2 | $60K | Hold |
1,646
| – | – | 0.01% | 831 |
|
|
2019
Q1 | $59K | Hold |
1,646
| – | – | 0.01% | 816 |
|
|
2018
Q4 | $52K | Buy |
1,646
+1,211
| +278% | +$41.5K | ﹤0.01% | 827 |
|
|
2018
Q3 | $16K | Hold |
435
| – | – | ﹤0.01% | 1237 |
|
|
2018
Q2 | $16K | Hold |
435
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q1 | $15K | Buy |
+435
| New | +$15.2K | ﹤0.01% | 1127 |
|
|
2016
Q4 | – | Sell |
-1,035
| Closed | -$31K | – | 498 |
|
|
2016
Q3 | $31K | Buy |
1,035
+600
| +138% | +$18.2K | ﹤0.01% | 667 |
|
|
2016
Q2 | $13K | Sell |
435
-369
| -46% | -$10.7K | ﹤0.01% | 842 |
|
|
2016
Q1 | $23K | Buy |
+804
| New | +$21.2K | ﹤0.01% | 621 |
|
|
2015
Q2 | – | Sell |
-1,728
| Closed | -$50K | – | 1080 |
|
|
2015
Q1 | $50K | Buy |
+1,728
| New | +$48.9K | 0.01% | 311 |
|
Other funds holding DON
LW
