Fortune Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,133
| Closed | -$567K | – | 104 |
|
|
2024
Q2 | $567K | Buy |
12,133
+1,694
| +16% | +$79.2K | 0.35% | 78 |
|
|
2024
Q1 | $509K | Buy |
10,439
+2,827
| +37% | +$138K | 0.32% | 85 |
|
|
2023
Q4 | $348K | Buy |
7,612
+399
| +6% | +$18.2K | 0.24% | 89 |
|
|
2023
Q3 | $295K | Buy |
7,213
+635
| +10% | +$26K | 0.23% | 96 |
|
|
2023
Q2 | $277K | Buy |
+6,578
| New | +$277K | 0.21% | 99 |
|