Traphagen Investment Advisors’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
Q1
Sell
2022
Q4
$790K Sell
2022
Q3
$919K Sell
2022
Q2
$1.03M Sell
2022
Q1
$1.26M Sell
2021
Q4
$4.15M Sell
2021
Q3
$4.88M Sell
2021
Q2
$25M Buy
2021
Q1
$23.8M Buy
2020
Q4
$12.6M Buy