Weinberger Asset Management’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 | $257K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $405K | Buy |
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