Soltis Investment 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 | $1.61M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.16M | Buy |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $19.6M | Sell |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $16.9M | Buy |
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|
2022
Q4 | $16.7M | Buy |
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|
2022
Q3 | $11.2M | Sell |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $5.51M | Sell |
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|
2020
Q2 | $6.2M | Buy |
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|
2020
Q1 | $4.73M | Buy |
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|
2019
Q4 | $5M | Buy |
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