SouthState 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 | $4.58M | Buy |
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|
2025
Q1 | $4.3M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $572K | Hold |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $821K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $717K | Sell |
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|
2021
Q3 | $687K | Hold |
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|
2021
Q2 | $696K | Hold |
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|
2021
Q1 | $670K | Sell |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $513K | Hold |
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|
2020
Q2 | $503K | Hold |
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|
2020
Q1 | $429K | Hold |
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|
2019
Q4 | $675K | Hold |
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|
2019
Q3 | $644K | Hold |
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|
2019
Q2 | $642K | Hold |
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|
2019
Q1 | $635K | Hold |
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|
2018
Q4 | $561K | Hold |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $635K | Sell |
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|
2018
Q1 | $638K | Sell |
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|
2017
Q4 | $720K | Sell |
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|
2017
Q3 | $687 | Buy |
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|
2017
Q2 | $665K | Sell |
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|
2017
Q1 | $673K | Sell |
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|
2016
Q4 | $666K | Hold |
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|
2016
Q3 | $641K | Hold |
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|
2016
Q2 | $631K | Hold |
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|
2016
Q1 | $607K | Hold |
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|
2015
Q4 | $568K | Sell |
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|
2015
Q3 | $611K | Hold |
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|
2015
Q2 | $650K | Sell |
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|
2015
Q1 | $731K | Sell |
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|
2014
Q4 | $740K | Buy |
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|
2014
Q3 | $680K | Buy |
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|
2014
Q2 | $625K | Hold |
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|
2014
Q1 | $590K | Sell |
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|
2013
Q4 | $598K | Buy |
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|
2013
Q3 | $555K | Buy |
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|
2013
Q2 | $503K | Buy |
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