Ironwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-600
| Closed | -$25K | – | 226 |
|
|
2021
Q3 | $25K | Hold |
600
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $25K | Hold |
600
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $24K | Hold |
600
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $21K | Sell |
600
-333
| -36% | -$11.7K | 0.01% | 244 |
|
|
2020
Q3 | $27K | Hold |
933
| – | – | 0.01% | 161 |
|
|
2020
Q2 | $26K | Hold |
933
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $23K | Hold |
933
| – | – | 0.02% | 135 |
|
|
2019
Q4 | $35K | Hold |
933
| – | – | 0.02% | 141 |
|
|
2019
Q3 | $34K | Hold |
933
| – | – | 0.02% | 148 |
|
|
2019
Q2 | $34K | Hold |
933
| – | – | 0.02% | 149 |
|
|
2019
Q1 | $33K | Buy |
+933
| New | +$33K | 0.02% | 151 |
|