Harel Insurance Investments & Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,500
| Closed | -$175K | – | 713 |
|
|
2022
Q2 | $175K | Hold |
4,500
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $200K | Hold |
4,500
| – | – | ﹤0.01% | 344 |
|
|
2021
Q4 | $199K | Hold |
4,500
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $187K | Sell |
4,500
-1,000
| -18% | -$41.6K | ﹤0.01% | 377 |
|
|
2021
Q2 | $752K | Buy |
+5,500
| New | +$752K | 0.02% | 382 |
|
|
2019
Q2 | – | Hold |
0
| – | -$12K | – | 481 |
|
|
2019
Q1 | – | Sell |
-330
| Closed | -$10K | – | 393 |
|
|
2018
Q4 | $10K | Hold |
330
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $12K | Buy |
+330
| New | +$12K | ﹤0.01% | 442 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 423 |
|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$45K | – | 383 |
|
|
2016
Q3 | $45K | Buy |
+1,500
| New | +$45K | 0.01% | 233 |
|