Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,356
| Closed | -$267K | – | 127 |
|
|
2019
Q3 | $267K | Sell |
7,356
-3,417
| -32% | -$124K | 0.09% | 113 |
|
|
2019
Q2 | $390K | Buy |
10,773
+1,227
| +13% | +$44.4K | 0.13% | 90 |
|
|
2019
Q1 | $350K | Buy |
9,546
+895
| +10% | +$32.8K | 0.11% | 97 |
|
|
2018
Q4 | $274K | Buy |
8,651
+700
| +9% | +$22.2K | 0.1% | 91 |
|
|
2018
Q3 | $293K | Buy |
+7,951
| New | +$293K | 0.08% | 92 |
|