Yarger Wealth Strategies’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 | $1.91M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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