Kelleher Financial Advisors’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
2018
Q4
$265K Hold
8,399
0.43% 64
2018
Q3
$309K Buy
+8,399
New +$309K 0.4% 65
2018
Q2
Sell
-8,453
Closed -$288K 89
2018
Q1
$288K Sell
8,453
-727
-8% -$24.8K 0.39% 67
2017
Q4
$323K Buy
+9,180
New +$323K 0.51% 59