Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,093
| Closed | -$218K | – | 148 |
|
|
2019
Q1 | $218K | Buy |
+6,093
| New | +$218K | 0.02% | 133 |
|
|
2018
Q4 | – | Sell |
-6,093
| Closed | -$225K | – | 138 |
|
|
2018
Q3 | $225K | Hold |
6,093
| – | – | 0.02% | 133 |
|
|
2018
Q2 | $218K | Hold |
6,093
| – | – | 0.02% | 132 |
|
|
2018
Q1 | $208K | Hold |
6,093
| – | – | 0.02% | 137 |
|
|
2017
Q4 | $215K | Buy |
+6,093
| New | +$215K | 0.02% | 121 |
|