Atlanta Financial Associates’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
2021
Q1
$766K Hold
21,994
0.36% 28
2020
Q4
$766K Sell
21,994
-1,041
-5% -$36.3K 0.36% 28
2020
Q3
$666K Hold
23,035
0.34% 28
2020
Q2
$653K Sell
23,035
-1,687
-7% -$47.8K 0.36% 24
2020
Q1
$597K Buy
+24,722
New +$597K 0.47% 24