Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,000
| Closed | -$339K | – | 222 |
|
|
2022
Q3 | $339K | Hold |
9,000
| – | – | 0.09% | 177 |
|
|
2022
Q2 | $380K | Hold |
9,000
| – | – | 0.09% | 179 |
|
|
2022
Q1 | $400K | Hold |
9,000
| – | – | 0.1% | 159 |
|
|
2021
Q4 | $399K | Hold |
9,000
| – | – | 0.11% | 154 |
|
|
2021
Q3 | $373K | Hold |
9,000
| – | – | 0.12% | 147 |
|
|
2021
Q2 | $378K | Hold |
9,000
| – | – | 0.12% | 146 |
|
|
2021
Q1 | $364K | Hold |
9,000
| – | – | 0.13% | 132 |
|
|
2020
Q4 | $313K | Buy |
+9,000
| New | +$313K | 0.12% | 134 |
|