Investors Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,277
| Closed | -$62K | – | 70 |
|
|
2014
Q2 | $62K | Sell |
2,277
-12,072
| -84% | -$329K | 0.05% | 87 |
|
|
2014
Q1 | $369K | Hold |
14,349
| – | – | 0.31% | 62 |
|
|
2013
Q4 | $347K | Buy |
+14,349
| New | +$347K | 0.27% | 72 |
|
|
2013
Q3 | – | Sell |
-140,886
| Closed | -$3.08M | – | 100 |
|
|
2013
Q2 | $3.08M | Buy |
+140,886
| New | +$3.08M | 0.52% | 50 |
|