Sunbelt Securities’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 | $544K | Hold |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $845K | Hold |
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|
2021
Q2 | $845K | Hold |
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|
2021
Q1 | $833K | Sell |
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|
2020
Q4 | $726K | Buy |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $629K | Hold |
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|
2019
Q1 | $622K | Sell |
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|
2018
Q4 | $563K | Sell |
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|
2018
Q3 | $668K | Buy |
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|
2018
Q2 | $257K | Buy |
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