Global Financial Private Capital’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
Q2 | – | Sell |
-11,239
| Closed | -$402K | – | 488 |
|
|
2019
Q1 | $402K | Buy |
11,239
+2,522
| +29% | +$90.2K | 0.02% | 305 |
|
|
2018
Q4 | $276K | Sell |
8,717
-254
| -3% | -$8.04K | 0.02% | 297 |
|
|
2018
Q3 | $331K | Buy |
8,971
+1,921
| +27% | +$70.9K | 0.01% | 438 |
|
|
2018
Q2 | $252K | Sell |
7,050
-2,360
| -25% | -$84.4K | 0.01% | 477 |
|
|
2018
Q1 | $321K | Buy |
9,410
+105
| +1% | +$3.58K | 0.01% | 433 |
|
|
2017
Q4 | $328K | Buy |
9,305
+1,295
| +16% | +$45.6K | 0.01% | 420 |
|
|
2017
Q3 | $267K | Buy |
+8,010
| New | +$267K | 0.01% | 418 |
|