YWS
Yarger Wealth Strategies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
38,116
+255
| +0.7% | +$12.8K | 1% | 27 |
|
|
2025
Q1 | $1.87M | Buy |
37,861
+173
| +0.5% | +$8.57K | 1.09% | 27 |
|
|
2024
Q4 | $1.92M | Sell |
37,688
-2,075
| -5% | -$106K | 1.11% | 25 |
|
|
2024
Q3 | $2.03M | Sell |
39,763
-88
| -0.2% | -$4.5K | 1.12% | 25 |
|
|
2024
Q2 | $1.86M | Buy |
39,851
+247
| +0.6% | +$11.6K | 1.12% | 26 |
|
|
2024
Q1 | $1.93M | Buy |
39,604
+226
| +0.6% | +$11K | 1.32% | 25 |
|
|
2023
Q4 | $1.8M | Sell |
39,378
-2,401
| -6% | -$110K | 1.45% | 19 |
|
|
2023
Q3 | $1.71M | Buy |
41,779
+277
| +0.7% | +$11.3K | 1.46% | 21 |
|
|
2023
Q2 | $1.75M | Sell |
41,502
-1,128
| -3% | -$47.4K | 1.57% | 20 |
|
|
2023
Q1 | $1.75M | Buy |
42,630
+3
| +0% | +$123 | 1.91% | 18 |
|
|
2022
Q4 | $1.75M | Buy |
42,627
+401
| +0.9% | +$16.5K | 2.17% | 16 |
|
|
2022
Q3 | $1.59M | Buy |
42,226
+312
| +0.7% | +$11.8K | 2.11% | 16 |
|
|
2022
Q2 | $1.66M | Buy |
41,914
+302
| +0.7% | +$11.9K | 2.14% | 14 |
|
|
2022
Q1 | $1.85M | Buy |
41,612
+134
| +0.3% | +$5.95K | 2.41% | 12 |
|
|
2021
Q4 | $1.84M | Buy |
+41,478
| New | +$1.84M | 1.98% | 14 |
|