Capital Directions Investment 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
2022
Q4
$370K Buy
+9,000
New +$370K 0.14% 41
2022
Q3
Sell
-9,000
Closed -$351K 45
2022
Q2
$351K Hold
9,000
0.12% 50
2022
Q1
$400K Hold
9,000
0.12% 53
2021
Q4
$399K Buy
+9,000
New +$399K 0.12% 53