Cresset Asset Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,589
| Closed | -$549K | – | 900 |
|
|
2022
Q2 | $549K | Buy |
+17,589
| New | +$549K | 0.01% | 528 |
|
|
2019
Q2 | – | Sell |
-1,206
| Closed | -$43K | – | 788 |
|
|
2019
Q1 | $43K | Hold |
1,206
| – | – | ﹤0.01% | 822 |
|
|
2018
Q4 | $38K | Buy |
+1,206
| New | +$38K | ﹤0.01% | 568 |
|