Heritage Wealth Advisors’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
Q2 | – | Sell |
-2,564
| Closed | -$114K | – | 562 |
|
|
2022
Q1 | $114K | Hold |
2,564
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $114K | Hold |
2,564
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $106K | Hold |
2,564
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $108K | Hold |
2,564
| – | – | 0.01% | 253 |
|
|
2021
Q1 | $104K | Hold |
2,564
| – | – | 0.01% | 263 |
|
|
2020
Q4 | $89K | Hold |
2,564
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $74.2K | Hold |
2,564
| – | – | 0.01% | 236 |
|
|
2020
Q2 | $72.7K | Hold |
2,564
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $61.9K | Hold |
2,564
| – | – | 0.01% | 238 |
|
|
2019
Q4 | $97.5K | Hold |
2,564
| – | – | 0.01% | 234 |
|
|
2019
Q3 | $93K | Hold |
2,564
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $92.8K | Hold |
2,564
| – | – | 0.01% | 198 |
|
|
2019
Q1 | $91.8K | Buy |
+2,564
| New | +$91.8K | 0.02% | 183 |
|