Girard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-37,626
| Closed | -$1.25M | – | 20 |
|
|
2017
Q3 | $1.25M | Sell |
37,626
-31,254
| -45% | -$1.04M | 1.11% | 20 |
|
|
2017
Q2 | $2.24M | Buy |
68,880
+15,150
| +28% | +$493K | 1.68% | 12 |
|
|
2017
Q1 | $1.75M | Sell |
53,730
-3,564
| -6% | -$116K | 1.49% | 12 |
|
|
2016
Q4 | $1.8M | Buy |
57,294
+5,661
| +11% | +$178K | 1.57% | 8 |
|
|
2016
Q3 | $1.56M | Buy |
51,633
+1,725
| +3% | +$52.3K | 1.6% | 10 |
|
|
2016
Q2 | $1.49M | Buy |
+49,908
| New | +$1.49M | 1.36% | 13 |
|