B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21,498
| Closed | -$1.25M | – | 412 |
|
|
2020
Q3 | $1.25M | Buy |
+21,498
| New | +$1.25M | 0.15% | 126 |
|
|
2020
Q2 | – | Sell |
-4,258
| Closed | -$103K | – | 457 |
|
|
2020
Q1 | $103K | Buy |
+4,258
| New | +$103K | 0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-3,960
| Closed | -$143 | – | 403 |
|
|
2019
Q2 | $143 | Buy |
+3,960
| New | +$143 | 0.02% | 366 |
|