Jacobus Wealth Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $12.4M | Sell |
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|
2017
Q2 | $12.3M | Buy |
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2017
Q1 | $11.8M | Buy |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $10.5M | Sell |
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|
2016
Q2 | $10.4M | Sell |
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|
2016
Q1 | $10.4M | Buy |
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|
2015
Q4 | $9.64M | Buy |
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|
2015
Q3 | $9.17M | Buy |
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|
2015
Q2 | $9.65M | Buy |
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|
2015
Q1 | $9.5M | Sell |
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|
2014
Q4 | $9.78M | Buy |
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|
2014
Q3 | $8.74M | Buy |
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|
2014
Q2 | $9.08M | Sell |
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|
2014
Q1 | $16.4M | Buy |
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|
2013
Q4 | $7.79M | Buy |
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|
2013
Q3 | $6.78M | Buy |
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|
2013
Q2 | $5.69M | Buy |
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