Western Wealth 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
Q2 | $454K | Sell |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $862K | Buy |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $858K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q2 | $551K | Sell |
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|
2021
Q1 | $547K | Sell |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $360K | Buy |
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