Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $832K | Sell |
30,990
-165
| -0.5% | -$4.43K | 0.05% | 113 |
|
|
2015
Q3 | $806K | Hold |
31,155
| – | – | 0.05% | 115 |
|
|
2015
Q2 | $858K | Sell |
31,155
-1,395
| -4% | -$38.4K | 0.05% | 118 |
|
|
2015
Q1 | $934K | Sell |
32,550
-15
| -0% | -$430 | 0.05% | 126 |
|
|
2014
Q4 | $909K | Sell |
32,565
-450
| -1% | -$12.6K | 0.05% | 132 |
|
|
2014
Q3 | $861K | Buy |
33,015
+3,705
| +13% | +$96.6K | 0.05% | 136 |
|
|
2014
Q2 | $798K | Buy |
+29,310
| New | +$798K | 0.04% | 141 |
|