SOA Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Buy |
754
+5
| +0.7% | +$251 | 0.01% | 410 |
|
|
2025
Q1 | $37.1K | Buy |
749
+4
| +0.5% | +$198 | 0.01% | 385 |
|
|
2024
Q4 | $38K | Buy |
745
+4
| +0.5% | +$204 | 0.01% | 365 |
|
|
2024
Q3 | $37.9K | Buy |
741
+4
| +0.5% | +$204 | 0.01% | 367 |
|
|
2024
Q2 | $34.5K | Sell |
737
-292
| -28% | -$13.7K | 0.01% | 362 |
|
|
2024
Q1 | $50.2K | Buy |
1,029
+5
| +0.5% | +$244 | 0.01% | 303 |
|
|
2023
Q4 | $46.8K | Buy |
1,024
+7
| +0.7% | +$320 | 0.01% | 302 |
|
|
2023
Q3 | $41.6K | Buy |
1,017
+7
| +0.7% | +$287 | 0.01% | 308 |
|
|
2023
Q2 | $42.5K | Buy |
1,010
+7
| +0.7% | +$294 | 0.01% | 313 |
|
|
2023
Q1 | $41.1K | Buy |
1,003
+5
| +0.5% | +$205 | 0.01% | 307 |
|
|
2022
Q4 | $41K | Buy |
998
+10
| +1% | +$411 | 0.01% | 304 |
|
|
2022
Q3 | $37K | Buy |
988
+8
| +0.8% | +$300 | 0.01% | 298 |
|
|
2022
Q2 | $38K | Buy |
980
+7
| +0.7% | +$271 | 0.01% | 296 |
|
|
2022
Q1 | $43K | Buy |
973
+6
| +0.6% | +$265 | 0.01% | 331 |
|
|
2021
Q4 | $42K | Buy |
967
+4
| +0.4% | +$174 | 0.01% | 319 |
|
|
2021
Q3 | $39K | Buy |
963
+5
| +0.5% | +$202 | 0.01% | 336 |
|
|
2021
Q2 | $40K | Buy |
958
+4
| +0.4% | +$167 | 0.01% | 337 |
|
|
2021
Q1 | $38K | Buy |
954
+1
| +0.1% | +$40 | 0.01% | 300 |
|
|
2020
Q4 | $36K | Buy |
+953
| New | +$36K | 0.01% | 304 |
|