Spire Wealth Management’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
Q3 | $97.5K | Buy |
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|
2025
Q2 | $93K | Sell |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $177K | Sell |
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|
2024
Q3 | $181K | Buy |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $191K | Buy |
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|
2023
Q4 | $70.3K | Buy |
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|
2023
Q3 | $62.3K | Hold |
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|
2023
Q2 | $63.9K | Sell |
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|
2023
Q1 | $88K | Buy |
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|
2022
Q4 | $80K | Hold |
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|
2022
Q3 | $73K | Sell |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $952K | Buy |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $1.09M | Buy |
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