Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.24M | Hold |
29,580
| – | – | 0.3% | 72 |
|
|
2023
Q1 | $1.21M | Hold |
29,580
| – | – | 0.31% | 71 |
|
|
2022
Q4 | $1.22M | Hold |
29,580
| – | – | 0.36% | 56 |
|
|
2022
Q3 | $1.11M | Hold |
29,580
| – | – | 0.35% | 63 |
|
|
2022
Q2 | $1.15M | Hold |
29,580
| – | – | 0.31% | 67 |
|
|
2022
Q1 | $1.31M | Hold |
29,580
| – | – | 0.3% | 65 |
|
|
2021
Q4 | $1.31M | Hold |
29,580
| – | – | 0.28% | 70 |
|
|
2021
Q3 | $1.23M | Hold |
29,580
| – | – | 0.29% | 66 |
|
|
2021
Q2 | $1.24M | Hold |
29,580
| – | – | 0.25% | 77 |
|
|
2021
Q1 | $1.2M | Hold |
29,580
| – | – | 0.26% | 74 |
|
|
2020
Q4 | $1.03M | Hold |
29,580
| – | – | 0.25% | 84 |
|
|
2020
Q3 | $855K | Hold |
29,580
| – | – | 0.25% | 79 |
|
|
2020
Q2 | $838K | Buy |
29,580
+1,980
| +7% | +$56.1K | 0.27% | 78 |
|
|
2020
Q1 | $667K | Buy |
+27,600
| New | +$667K | 0.35% | 74 |
|