CFO4Life’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $754K | Buy |
23,976
+105
| +0.4% | +$3.3K | 0.62% | 24 |
|
|
2016
Q3 | $723K | Sell |
23,871
-3,549
| -13% | -$107K | 0.63% | 25 |
|
|
2016
Q2 | $818K | Buy |
27,420
+156
| +0.6% | +$4.65K | 0.7% | 21 |
|
|
2016
Q1 | $783K | Sell |
27,264
-65,043
| -70% | -$1.87M | 0.7% | 22 |
|
|
2015
Q4 | $2.48M | Buy |
92,307
+53,898
| +140% | +$1.45M | 2.35% | 5 |
|
|
2015
Q3 | $994K | Sell |
38,409
-155,163
| -80% | -$4.02M | 1.06% | 22 |
|
|
2015
Q2 | $5.33M | Buy |
193,572
+9,795
| +5% | +$270K | 4.45% | 4 |
|
|
2015
Q1 | $5.27M | Buy |
183,777
+79,575
| +76% | +$2.28M | 4.39% | 4 |
|
|
2014
Q4 | $2.91M | Buy |
+104,202
| New | +$2.91M | 2.4% | 7 |
|