Wealthcare Advisory Partners’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Wealthcare Advisory Partners’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35M	Buy	59,256 +878	+2%	+$48.4K	0.06%	248
2026 Q1	$3.07M	Sell	58,378 -522	-0.9%	-$28.2K	0.06%	267
2025 Q4	$3.04M	Sell	58,900 -6,391	-10%	-$329K	0.06%	267
2025 Q3	$3.41M	Sell	65,291 -1,325	-2%	-$68.6K	0.07%	226
2025 Q2	$3.34M	Buy	66,616 +3,552	+6%	+$172K	0.08%	214
2025 Q1	$3.12M	Sell	63,064 -1,809	-3%	-$92.2K	0.08%	208
2024 Q4	$3.31M	Sell	64,873 -4,111	-6%	-$216K	0.09%	183
2024 Q3	$3.53M	Sell	68,984 -8,967	-12%	-$438K	0.1%	180
2024 Q2	$3.65M	Sell	77,951 -7,444	-9%	-$352K	0.11%	145
2024 Q1	$4.16M	Buy	85,395 +15,790	+23%	+$724K	0.14%	126
2023 Q4	$3.18M	Buy	69,605 +1,910	+3%	+$80.1K	0.13%	135
2023 Q3	$2.77M	Buy	67,695 +866	+1%	+$36.9K	0.13%	136
2023 Q2	$2.81M	Sell	66,829 -588	-0.9%	-$23.8K	0.13%	143
2023 Q1	$2.76M	Sell	67,417 -402	-0.6%	-$17.1K	0.12%	143
2022 Q4	$2.79M	Buy	67,819 +6,001	+10%	+$248K	0.13%	129
2022 Q3	$2.33M	Sell	61,818 -6,426	-9%	-$265K	0.13%	126
2022 Q2	$2.66M	Buy	68,244 +15,777	+30%	+$665K	0.16%	96
2022 Q1	$2.33M	Buy	52,467 +16,042	+44%	+$702K	0.14%	90
2021 Q4	$1.62M	Sell	36,425 -21,634	-37%	-$944K	0.1%	126
2021 Q3	$2.41M	Sell	58,059 -5,242	-8%	-$220K	0.16%	90
2021 Q2	$2.65M	Buy	63,301 +4,966	+9%	+$210K	0.18%	79
2021 Q1	$2.36M	Buy	58,335 +4,125	+8%	+$157K	0.17%	79
2020 Q4	$1.89M	Sell	54,210 -4,285	-7%	-$139K	0.17%	79
2020 Q3	$1.69M	Sell	58,495 -7,904	-12%	-$233K	0.19%	75
2020 Q2	$1.88M	Sell	66,399 -3,050	-4%	-$82.4K	0.23%	54
2020 Q1	$1.68M	Buy	69,449 +3,488	+5%	+$117K	0.25%	51
2019 Q4	$2.51M	Buy	65,961 +1,870	+3%	+$69.2K	0.32%	38
2019 Q3	$2.33M	Buy	64,091 +2,560	+4%	+$91.5K	0.34%	41
2019 Q2	$2.23M	Buy	61,531 +1,857	+3%	+$66.7K	0.35%	37
2019 Q1	$2.14M	Buy	59,674 +4,552	+8%	+$159K	0.36%	39
2018 Q4	$1.74M	Sell	55,122 -60	-0.1%	-$2.06K	0.34%	46
2018 Q3	$2.04M	Buy	55,182 +3,338	+6%	+$123K	0.37%	37
2018 Q2	$1.86M	Buy	51,844 +159	+0.3%	+$5.58K	0.36%	40
2018 Q1	$1.76M	Buy	51,685 +3,300	+7%	+$115K	0.4%	38
2017 Q4	$1.71M	Buy	48,385 +9,595	+25%	+$328K	0.44%	32
2017 Q3	$1.29M	Buy	+38,790	New	+$1.27M	0.38%	36
2016 Q3	–	Sell	-5,382	Closed	-$161K	–	92
2016 Q2	$161K	Buy	+5,382	New	+$156K	0.11%	33