Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-750
| Closed | -$31.5K | – | 457 |
|
|
2023
Q2 | $31.5K | Hold |
750
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $30.7K | Hold |
750
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $30.9K | Buy |
+750
| New | +$30.9K | 0.02% | 232 |
|
|
2022
Q1 | – | Sell |
-750
| Closed | -$33K | – | 238 |
|
|
2021
Q4 | $33K | Buy |
+750
| New | +$33K | 0.02% | 234 |
|