BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,121
| Closed | -$51K | – | 711 |
|
|
2020
Q1 | $51K | Buy |
2,121
+12
| +0.6% | +$289 | 0.01% | 330 |
|
|
2019
Q4 | $80K | Buy |
2,109
+12
| +0.6% | +$455 | 0.02% | 261 |
|
|
2019
Q3 | $76K | Buy |
2,097
+13
| +0.6% | +$471 | 0.02% | 271 |
|
|
2019
Q2 | $75K | Sell |
2,084
-2,028
| -49% | -$73K | 0.02% | 265 |
|
|
2019
Q1 | $147K | Sell |
4,112
-615
| -13% | -$22K | 0.04% | 192 |
|
|
2018
Q4 | $150K | Sell |
4,727
-1,743
| -27% | -$55.3K | 0.05% | 173 |
|
|
2018
Q3 | $239K | Buy |
6,470
+48
| +0.7% | +$1.77K | 0.08% | 143 |
|
|
2018
Q2 | $230K | Sell |
6,422
-41
| -0.6% | -$1.47K | 0.08% | 141 |
|
|
2018
Q1 | $221K | Buy |
+6,463
| New | +$221K | 0.08% | 119 |
|
|
2017
Q3 | – | Sell |
-6,444
| Closed | -$210K | – | 468 |
|
|
2017
Q2 | $210K | Buy |
+6,444
| New | +$210K | 0.09% | 126 |
|