Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.28M | Sell |
37,405
-13,438
| -26% | -$458K | 0.82% | 38 |
|
|
2017
Q4 | $1.79M | Buy |
50,843
+1,883
| +4% | +$66.4K | 1.11% | 31 |
|
|
2017
Q3 | $1.63M | Buy |
48,960
+2,421
| +5% | +$80.7K | 1.08% | 31 |
|
|
2017
Q2 | $1.52M | Buy |
46,539
+11,781
| +34% | +$384K | 1.04% | 32 |
|
|
2017
Q1 | $1.13M | Sell |
34,758
-15,408
| -31% | -$501K | 0.82% | 47 |
|
|
2016
Q4 | $1.58M | Buy |
50,166
+13,389
| +36% | +$421K | 1.32% | 25 |
|
|
2016
Q3 | $1.11M | Buy |
36,777
+14,868
| +68% | +$450K | 0.85% | 38 |
|
|
2016
Q2 | $653K | Buy |
21,909
+2,118
| +11% | +$63.1K | 0.54% | 64 |
|
|
2016
Q1 | $568K | Buy |
+19,791
| New | +$568K | 0.53% | 63 |
|