Acorn Financial Advisory Services’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,003
| Closed | -$206K | – | 225 |
|
|
2022
Q4 | $206K | Buy |
+5,003
| New | +$206K | 0.04% | 208 |
|
|
2022
Q2 | – | Sell |
-5,003
| Closed | -$223K | – | 213 |
|
|
2022
Q1 | $223K | Sell |
5,003
-412
| -8% | -$18.4K | 0.04% | 209 |
|
|
2021
Q4 | $242K | Buy |
5,415
+130
| +2% | +$5.81K | 0.05% | 198 |
|
|
2021
Q3 | $219K | Hold |
5,285
| – | – | 0.07% | 205 |
|
|
2021
Q2 | $222K | Buy |
+5,285
| New | +$222K | 0.07% | 221 |
|