Clear Creek Financial 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
2022
Q3
Sell
-119,718
Closed -$4.67M 293
2022
Q2
$4.67M Buy
+119,718
New +$4.67M 0.98% 24
2021
Q3
Sell
-239,741
Closed -$10.1M 335
2021
Q2
$10.1M Buy
+239,741
New +$10.1M 1.56% 11