Buckingham Strategic Wealth’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
Q1 | – | Sell |
-8,626
| Closed | -$328K | – | 477 |
|
|
2019
Q4 | $328K | Buy |
8,626
+62
| +0.7% | +$2.36K | 0.03% | 337 |
|
|
2019
Q3 | $311K | Buy |
8,564
+29
| +0.3% | +$1.05K | 0.03% | 320 |
|
|
2019
Q2 | $309K | Buy |
8,535
+3
| +0% | +$109 | 0.03% | 332 |
|
|
2019
Q1 | $305K | Hold |
8,532
| – | – | 0.04% | 310 |
|
|
2018
Q4 | $270K | Hold |
8,532
| – | – | 0.04% | 285 |
|
|
2018
Q3 | $315K | Buy |
+8,532
| New | +$315K | 0.05% | 261 |
|