First American Bank’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 | – | Sell |
-4,596
| Closed | -$215K | – | 167 |
|
|
2024
Q2 | $215K | Hold |
4,596
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $224K | Hold |
4,596
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $210K | Buy |
+4,596
| New | +$210K | 0.02% | 161 |
|
|
2022
Q2 | – | Sell |
-4,596
| Closed | -$204K | – | 160 |
|
|
2022
Q1 | $204K | Hold |
4,596
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $204K | Buy |
+4,596
| New | +$204K | 0.01% | 255 |
|