Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$94K | – | 271 |
|
|
2016
Q4 | $94K | Hold |
3,000
| – | – | 0.02% | 228 |
|
|
2016
Q3 | $91K | Hold |
3,000
| – | – | 0.02% | 248 |
|
|
2016
Q2 | $90K | Hold |
3,000
| – | – | 0.02% | 247 |
|
|
2016
Q1 | $86K | Hold |
3,000
| – | – | 0.02% | 256 |
|
|
2015
Q4 | $81K | Hold |
3,000
| – | – | 0.02% | 258 |
|
|
2015
Q3 | $78K | Hold |
3,000
| – | – | 0.02% | 260 |
|
|
2015
Q2 | $83K | Buy |
+3,000
| New | +$83K | 0.02% | 278 |
|