Coyle Financial Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-242
| Closed | -$9K | – | 107 |
|
|
2018
Q2 | $9K | Buy |
+242
| New | +$9K | 0.01% | 113 |
|
|
2017
Q2 | – | Sell |
-103,566
| Closed | -$3.37M | – | 42 |
|
|
2017
Q1 | $3.37M | Buy |
103,566
+17,973
| +21% | +$584K | 4.39% | 6 |
|
|
2016
Q4 | $2.69M | Buy |
85,593
+27,423
| +47% | +$863K | 5.81% | 7 |
|
|
2016
Q3 | $1.73M | Buy |
58,170
+22,593
| +64% | +$673K | 2.5% | 15 |
|
|
2016
Q2 | $1.06M | Buy |
+35,577
| New | +$1.06M | 1.53% | 21 |
|