FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-27,165
| Closed | -$905K | – | 1253 |
|
|
2017
Q3 | $905K | Sell |
27,165
-8,808
| -24% | -$293K | 0.02% | 560 |
|
|
2017
Q2 | $1.17M | Buy |
35,973
+1,605
| +5% | +$52.3K | 0.03% | 467 |
|
|
2017
Q1 | $1.12M | Buy |
34,368
+387
| +1% | +$12.6K | 0.03% | 486 |
|
|
2016
Q4 | $1.07M | Buy |
+33,981
| New | +$1.07M | 0.03% | 508 |
|
|
2014
Q3 | – | Sell |
-27,057
| Closed | -$736K | – | 959 |
|
|
2014
Q2 | $736K | Sell |
27,057
-177
| -0.6% | -$4.82K | 0.05% | 434 |
|
|
2014
Q1 | $700K | Buy |
27,234
+228
| +0.8% | +$5.86K | 0.06% | 337 |
|
|
2013
Q4 | $672K | Buy |
27,006
+723
| +3% | +$18K | 0.07% | 290 |
|
|
2013
Q3 | $609K | Buy |
+26,283
| New | +$609K | 0.07% | 252 |
|