StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $875K | Sell |
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|
2022
Q4 | $893K | Hold |
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|
2022
Q3 | $817K | Sell |
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|
2022
Q2 | $849K | Hold |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $971K | Hold |
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|
2021
Q3 | $907K | Hold |
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|
2021
Q2 | $918K | Hold |
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|
2021
Q1 | $884K | Sell |
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|
2020
Q4 | $789K | Sell |
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|
2020
Q3 | $679K | Sell |
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|
2020
Q2 | $697K | Sell |
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|
2020
Q1 | $682K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.61M | Buy |
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|
2017
Q1 | $1.51M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.28M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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