Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,700
| Closed | -$316K | – | 395 |
|
|
2019
Q3 | $316K | Sell |
8,700
-1,325
| -13% | -$48.1K | 0.06% | 282 |
|
|
2019
Q2 | $363K | Hold |
10,025
| – | – | 0.07% | 270 |
|
|
2019
Q1 | $359K | Sell |
10,025
-2,425
| -19% | -$86.8K | 0.07% | 259 |
|
|
2018
Q4 | $394K | Sell |
12,450
-100
| -0.8% | -$3.17K | 0.1% | 224 |
|
|
2018
Q3 | $463K | Sell |
12,550
-4,075
| -25% | -$150K | 0.1% | 200 |
|
|
2018
Q2 | $595K | Buy |
+16,625
| New | +$595K | 0.14% | 170 |
|