Wealthspire Advisors (New York)’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 | $2.14M | Buy |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.81M | Hold |
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|
2024
Q1 | $1.88M | Hold |
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.62M | Hold |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.6M | Hold |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.57M | Buy |
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