Strategic Family Wealth Counselors’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 | $1.15M | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $709K | Buy |
|
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|
2024
Q2 | $648K | Buy |
|
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $523K | Buy |
|