Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $45K | Sell |
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|
2024
Q3 | $128K | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $513K | Hold |
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|
2018
Q2 | $498K | Buy |
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