Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-101
| Closed | -$5K | – | 1324 |
|
|
2024
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 977 |
|
|
2023
Q4 | – | Sell |
-101
| Closed | -$4K | – | 1118 |
|
|
2023
Q3 | $4K | Sell |
101
-165
| -62% | -$6.54K | ﹤0.01% | 991 |
|
|
2023
Q2 | $11K | Buy |
+266
| New | +$11K | ﹤0.01% | 804 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 575 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 544 |
|
|
2016
Q4 | – | Sell |
-21
| Closed | -$636 | – | 354 |
|
|
2016
Q3 | $636 | Buy |
+21
| New | +$636 | ﹤0.01% | 375 |
|