SOA Wealth Advisors’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 | $37.8K | Buy |
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|
2025
Q1 | $37.1K | Buy |
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|
2024
Q4 | $38K | Buy |
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|
2024
Q3 | $37.9K | Buy |
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|
2024
Q2 | $34.5K | Sell |
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|
2024
Q1 | $50.2K | Buy |
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|
2023
Q4 | $46.8K | Buy |
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|
2023
Q3 | $41.6K | Buy |
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|
2023
Q2 | $42.5K | Buy |
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|
2023
Q1 | $41.1K | Buy |
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|
2022
Q4 | $41K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $39K | Buy |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $36K | Buy |
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