Cutler Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Hold |
0
| – | – | – | 1107 |
|
2023
Q4 | – | Sell |
-2,600
| Closed | -$106K | – | 1466 |
|
2023
Q3 | $106K | Buy |
2,600
+300
| +13% | +$12.2K | 0.01% | 537 |
|
2023
Q2 | $96K | Buy |
+2,300
| New | +$96K | 0.01% | 468 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 2912 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 2969 |
|
2016
Q3 | – | Sell |
-1,500
| Closed | -$44K | – | 2877 |
|
2016
Q2 | $44K | Buy |
+1,500
| New | +$44K | ﹤0.01% | 1429 |
|