Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,061
| Closed | -$592K | – | 277 |
|
|
2018
Q3 | $592K | Buy |
16,061
+606
| +4% | +$22.3K | 0.17% | 165 |
|
|
2018
Q2 | $553K | Hold |
15,455
| – | – | 0.17% | 176 |
|
|
2018
Q1 | $527K | Buy |
15,455
+1,271
| +9% | +$43.3K | 0.18% | 168 |
|
|
2017
Q4 | $500K | Sell |
14,184
-465
| -3% | -$16.4K | 0.18% | 171 |
|
|
2017
Q3 | $488K | Sell |
14,649
-186
| -1% | -$6.2K | 0.19% | 151 |
|
|
2017
Q2 | $483K | Buy |
14,835
+633
| +4% | +$20.6K | 0.21% | 139 |
|
|
2017
Q1 | $462K | Buy |
+14,202
| New | +$462K | 0.21% | 122 |
|
|
2016
Q1 | – | Sell |
-918
| Closed | -$25K | – | 404 |
|
|
2015
Q4 | $25K | Buy |
+918
| New | +$25K | 0.01% | 660 |
|