Fortem Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,456
| Closed | -$260K | – | 232 |
|
|
2020
Q4 | $260K | Hold |
7,456
| – | – | 0.16% | 134 |
|
|
2020
Q3 | $216K | Hold |
7,456
| – | – | 0.16% | 130 |
|
|
2020
Q2 | $211K | Buy |
+7,456
| New | +$211K | 0.16% | 111 |
|
|
2020
Q1 | – | Sell |
-7,456
| Closed | -$284K | – | 137 |
|
|
2019
Q4 | $284K | Buy |
7,456
+1,363
| +22% | +$51.9K | 0.21% | 92 |
|
|
2019
Q3 | $221K | Buy |
6,093
+288
| +5% | +$10.4K | 0.19% | 99 |
|
|
2019
Q2 | $210K | Buy |
+5,805
| New | +$210K | 0.21% | 115 |
|