Wealth Management Associates’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 | $370K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $308K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | $205K | Buy |
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