Diversified’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
Q3 | $262K | Sell |
5,120
-180
| -3% | -$9.2K | 0.03% | 192 |
|
|
2024
Q2 | $248K | Hold |
5,300
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $258K | Buy |
5,300
+855
| +19% | +$41.7K | 0.04% | 139 |
|
|
2023
Q4 | $203K | Buy |
+4,445
| New | +$203K | 0.04% | 153 |
|
|
2023
Q2 | – | Sell |
-4,920
| Closed | -$202K | – | 147 |
|
|
2023
Q1 | $202K | Hold |
4,920
| – | – | 0.07% | 139 |
|
|
2022
Q4 | $202K | Buy |
+4,920
| New | +$202K | 0.08% | 151 |
|