Valley National Advisers’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 | $48K | Hold |
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|
2025
Q2 | $46K | Hold |
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|
2025
Q1 | $46K | Hold |
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|
2024
Q4 | $47K | Hold |
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|
2024
Q3 | $47K | Hold |
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|
2024
Q2 | $43K | Hold |
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|
2024
Q1 | $45K | Hold |
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|
2023
Q4 | $42K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $40K | Hold |
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|
2023
Q1 | $38K | Hold |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $41K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | $23K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $13K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $13K | Hold |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $12K | Buy |
|