Evoke Wealth’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
Q4 | – | Sell |
-4,227
| Closed | -$216K | – | 441 |
|
|
2024
Q3 | $216K | Buy |
+4,227
| New | +$216K | 0.01% | 382 |
|
|
2024
Q2 | – | Sell |
-4,227
| Closed | -$206K | – | 180 |
|
|
2024
Q1 | $206K | Buy |
+4,227
| New | +$206K | 0.01% | 376 |
|
|
2022
Q4 | – | Sell |
-4,227
| Closed | -$159K | – | 578 |
|
|
2022
Q3 | $159K | Hold |
4,227
| – | – | 0.01% | 359 |
|
|
2022
Q2 | $165K | Hold |
4,227
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $188K | Hold |
4,227
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $188K | Buy |
4,227
+1
| +0% | +$44 | 0.01% | 374 |
|
|
2021
Q3 | $175K | Sell |
4,226
-1
| -0% | -$41 | 0.01% | 358 |
|
|
2021
Q2 | $177K | Hold |
4,227
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $171K | Buy |
4,227
+1
| +0% | +$40 | 0.01% | 324 |
|
|
2020
Q4 | $147K | Hold |
4,226
| – | – | 0.01% | 261 |
|
|
2020
Q3 | $122K | Hold |
4,226
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $120K | Sell |
4,226
-1
| -0% | -$28 | 0.01% | 249 |
|
|
2020
Q1 | $102K | Buy |
+4,227
| New | +$102K | 0.01% | 257 |
|
|
2019
Q4 | – | Sell |
-4,226
| Closed | -$153K | – | 1299 |
|
|
2019
Q3 | $153K | Buy |
+4,226
| New | +$153K | 0.02% | 305 |
|